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Procter & Gamble
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Overview Fund Activity

3,689 hedge funds and large institutions have $269B invested in Procter & Gamble in 2024 Q3 according to their latest regulatory filings, with 193 funds opening new positions, 1,553 increasing their positions, 1,510 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,689
Holders Change
+64
Holders Change %
+1.77%
% of All Funds
53.36%
Holding in Top 10
203
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-6.02%
% of All Funds
2.94%
New
193
Increased
1,553
Reduced
1,510
Closed
83
Calls
$2.8B
Puts
$2.55B
Net Calls
+$246M
Net Calls Change
-$348M

Top Buyers

1
BlackRock
BlackRock
New York
+$744M
2
Geode Capital Management
Geode Capital Management
Massachusetts
+$625M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$387M
4
Franklin Resources
Franklin Resources
California
+$305M
5
Deutsche Bank
Deutsche Bank
Germany
+$287M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.03B
2
APG Asset Management
APG Asset Management
Netherlands
-$495M
3
State Street
State Street
Massachusetts
-$447M
4
BA
Bridgewater Associates
Connecticut
-$345M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$261M
Name Holding Trade Value Shares
Change 		Shares
Change %
SHWM
2776
Smith & Howard Wealth Management
Georgia
$604K – – –
AC
2777
ASB Consultores
Florida
$603K -$96.8K -559 -14%
BFA
2778
Brendel Financial Advisors
New Hampshire
$600K -$179K -1,035 -23%
CWM
2779
CMH Wealth Management
New Hampshire
$600K – – –
HSWM
2780
Hubbell Strickland Wealth Management
Louisiana
$599K +$1.04K +6 +0.2%
CFGSD
2781
Compass Financial Group (South Dakota)
South Dakota
$597K +$866 +5 +0.1%
OIM
2782
Orca Investment Management
Oregon
$595K +$71.7K +414 +14%
ACM
2783
Avalon Capital Management
California
$594K -$866 -5 -0.1%
CMS
2784
Capital Market Strategies
Florida
$592K +$1.04K +6 +0.2%
Capstone Investment Advisors
2785
Capstone Investment Advisors
New York
$591K +$591K +3,414 New
YCG
2786
Yeomans Consulting Group
Georgia
$590K -$1.73K -10 -0.3%
WWG
2787
West Wealth Group
California
$590K +$6.76K +39 +1%
CWA
2788
Clarity Wealth Advisors
California
$589K +$30K +173 +5%
CAL
2789
Capital Advisors Ltd
Ohio
$589K -$7.28K -42 -1%
SA
2790
Skyline Advisors
Washington
$588K +$7.79K +45 +1%
WG
2791
Winton Group
United Kingdom
$585K +$211K +1,220 +57%
SFP
2792
Sterling Financial Planning
New Jersey
$585K -$25.3K -146 -4%
PHWM
2793
Pine Harbor Wealth Management
Maryland
$584K +$2.77K +16 +0.5%
MC
2794
Montag & Caldwell
Georgia
$582K – – –
CWMS
2795
Cannon Wealth Management Services
North Carolina
$581K +$581K +3,357 New
CPC
2796
Consolidated Planning Corp
Georgia
$581K -$90.6K -523 -13%
LI
2797
LVZ Inc
Michigan
$581K -$6.41K -37 -1%
ACM
2798
Advance Capital Management
Michigan
$581K +$520 +3 +0.1%
DBRC
2799
D.B. Root & Company
Pennsylvania
$579K +$45.7K +264 +9%
RFP
2800
Root Financial Partners
California
$578K +$578K +3,340 New
110 111
112
113 114