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Procter & Gamble
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Overview Fund Activity

3,625 hedge funds and large institutions have $261B invested in Procter & Gamble in 2024 Q2 according to their latest regulatory filings, with 170 funds opening new positions, 1,490 increasing their positions, 1,544 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,625
Holders Change
+2
Holders Change %
+0.06%
% of All Funds
52.72%
Holding in Top 10
216
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.47%
% of All Funds
3.14%
New
170
Increased
1,490
Reduced
1,544
Closed
117
Calls
$2.43B
Puts
$1.84B
Net Calls
+$594M
Net Calls Change
-$8.49M

Top Buyers

1
GQG Partners
GQG Partners
Florida
+$1.48B
2
Goldman Sachs
Goldman Sachs
New York
+$667M
3
UBS AM
UBS AM
Illinois
+$590M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$528M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$425M

Top Sellers

1
GA
GFS Advisors
Texas
-$2B
2
Barclays
Barclays
United Kingdom
-$923M
3
Marshall Wace
Marshall Wace
United Kingdom
-$478M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$271M
5
ICP
Ilex Capital Partners
United Kingdom
-$228M
Name Holding Trade Value Shares
Change 		Shares
Change %
OBGC
2801
O'Brien Greene & Co
Pennsylvania
$524K +$41.9K +254 +9%
MAG
2802
M3 Advisory Group
Massachusetts
$524K +$24.1K +146 +5%
RWS
2803
Resolute Wealth Strategies
Mississippi
$524K -$82.5K -500 -14%
FNWM
2804
Financial Network Wealth Management
Utah
$523K +$523K +3,176 New
RIG
2805
Renaissance Investment Group
Massachusetts
$522K -$12.4K -75 -2%
MPW
2806
Monterey Private Wealth
California
$521K +$7.92K +48 +2%
AA
2807
AJ Advisors
Tennessee
$521K -$524K -3,179 -50%
PCH
2808
PGIM Custom Harvest
New Jersey
$521K -$224K -1,357 -30%
BA
2809
Bluesphere Advisors
Pennsylvania
$521K +$66.3K +402 +15%
HWP
2810
Highline Wealth Partners
California
$518K +$17.3K +105 +3%
RW
2811
Rockport Wealth
Ohio
$518K -$68.8K -417 -12%
LWM
2812
Laidlaw Wealth Management
New York
$517K -$122K -741 -19%
SFG
2813
Sather Financial Group
Texas
$515K -$17.5M -106,254 -97%
HIM
2814
Hillsdale Investment Management
Ontario, Canada
$515K -$6.6K -40 -1%
SW
2815
StrongBox Wealth
Missouri
$514K +$65.8K +399 +15%
VAM
2816
Verity Asset Management
North Carolina
$513K +$256K +1,555 +100%
BWG
2817
Berry Wealth Group
Texas
$513K +$64K +388 +14%
ECAM
2818
East Coast Asset Management
Massachusetts
$513K – – –
FCM
2819
Fourpath Capital Management
Oklahoma
$513K -$16.3K -99 -3%
OPPS
2820
Obsidian Personal Planning Solutions
Maryland
$512K – – –
TBWA
2821
Three Bridge Wealth Advisors
California
$510K -$82.6K -501 -14%
KCM
2822
KRS Capital Management
Michigan
$509K +$5.94K +36 +1%
OAM
2823
Occidental Asset Management
California
$509K +$97K +588 +24%
CPA
2824
Capital Planning Advisors
California
$508K -$165K -998 -24%
DBRC
2825
D.B. Root & Company
Pennsylvania
$508K +$185K +1,123 +57%
111 112
113
114 115