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Procter & Gamble

3,719 hedge funds and large institutions have $274B invested in Procter & Gamble in 2024 Q3 according to their latest regulatory filings, with 192 funds opening new positions, 1,568 increasing their positions, 1,519 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

137% more first-time investments, than exits

New positions opened: 192 | Existing positions closed: 81

2% more funds holding

Funds holding: 3,6533,719 (+66)

10% more call options, than puts

Call options by funds: $2.8B | Put options by funds: $2.55B

5% more capital invested

Capital invested by funds: $262B → $274B (+$12.6B)

3% more repeat investments, than reductions

Existing positions increased: 1,568 | Existing positions reduced: 1,519

0.33% more ownership

Funds ownership: 67.29%67.62% (+0.33%)

6% less funds holding in top 10

Funds holding in top 10: 218205 (-13)

Holders
3,719
Holders Change
+66
Holders Change %
+1.81%
% of All Funds
53.4%
Holding in Top 10
205
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-5.96%
% of All Funds
2.94%
New
192
Increased
1,568
Reduced
1,519
Closed
81
Calls
$2.8B
Puts
$2.55B
Net Calls
+$246M
Net Calls Change
-$348M
Name Holding Trade Value Shares
Change
Change in
Stake
CFGSD
2801
Compass Financial Group (South Dakota)
South Dakota
$597K +$849 +5 +0.1%
OIM
2802
Orca Investment Management
Oregon
$595K +$70.3K +414 +14%
ACM
2803
Avalon Capital Management
California
$594K -$849 -5 -0.1%
CMS
2804
Capital Market Strategies
Florida
$592K +$1.02K +6 +0.2%
Capstone Investment Advisors
2805
Capstone Investment Advisors
New York
$591K +$580K +3,414 New
YCG
2806
Yeomans Consulting Group
Georgia
$590K -$1.7K -10 -0.3%
WWG
2807
West Wealth Group
California
$590K +$6.62K +39 +1%
CWA
2808
Clarity Wealth Advisors
California
$589K +$29.4K +173 +5%
CAL
2809
Capital Advisors Ltd
Ohio
$589K -$7.13K -42 -1%
SA
2810
Skyline Advisors
Washington
$588K +$7.64K +45 +1%
WG
2811
Winton Group
United Kingdom
$585K +$207K +1,220 +57%
SFP
2812
Sterling Financial Planning
New Jersey
$585K -$24.8K -146 -4%
PHWM
2813
Pine Harbor Wealth Management
Maryland
$584K +$2.72K +16 +0.5%
MC
2814
Montag & Caldwell
Georgia
$582K
CWMS
2815
Cannon Wealth Management Services
North Carolina
$581K +$570K +3,357 New
CPC
2816
Consolidated Planning Corp
Georgia
$581K -$88.8K -523 -13%
LI
2817
LVZ Inc
Michigan
$581K -$6.28K -37 -1%
ACM
2818
Advance Capital Management
Michigan
$581K +$509 +3 +0.1%
DBRC
2819
D.B. Root & Company
Pennsylvania
$579K +$44.8K +264 +9%
RFP
2820
Root Financial Partners
California
$578K +$567K +3,340 New
BBWP
2821
Beacon Bridge Wealth Partners
Pennsylvania
$578K
PCH
2822
PGIM Custom Harvest
New Jersey
$578K +$30.2K +178 +6%
ES
2823
Eagle Strategies
New York
$577K -$350K -2,064 -38%
GAM
2824
Gemmer Asset Management
California
$577K
JSL
2825
JT Stratford LLC
Georgia
$575K -$39.9K -235 -7%

PG Hedge Fund Activity: Q3 2024 in Review

3,719 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Procter & Gamble (PG) for Q3 2024, worth a combined $274B — up 4.8% from $262B a quarter earlier.

Buyers outnumbered sellers: 192 funds opened new PG positions and 81 closed out — a net gain of 111 holders — while 1,568 added to existing stakes and 1,519 trimmed.

The largest buyer was BlackRock, adding an estimated $730M. The largest seller was Wellington Management Group, cutting an estimated $1.01B.

  • 3,719 institutional investors held Procter & Gamble (PG) as of Q3 2024, up from 3,653 in Q2 2024.
  • Funds reported $274B of Procter & Gamble stock for Q3 2024, up 4.8% quarter-over-quarter.
  • 192 funds opened new Procter & Gamble positions in Q3 2024 and 81 closed out, a net change of +111 holders.
  • The largest Procter & Gamble buyer in Q3 2024 was BlackRock, an estimated $730M added.
  • The largest Procter & Gamble seller in Q3 2024 was Wellington Management Group, an estimated $1.01B sold.

Based on aggregated 13F filings for Q3 2024.