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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
PFA
2851
Professional Financial Advisors
Nebraska
$556K -$8.32K -49 -2%
CPSC
2852
Carl P. Sherr & Co
Massachusetts
$556K -$21.2K -125 -4%
NCTC
2853
New Covenant Trust Company
Indiana
$554K +$61.3K +361 +13%
RIM
2854
Rockbridge Investment Management
New York
$554K +$1.19K +7 +0.2%
BIM
2855
Bullseye Investment Management
Ohio
$553K +$56.4K +332 +11%
MCM
2856
Mendel Capital Management
Arkansas
$551K +$170 +1 +0%
FNWM
2857
Financial Network Wealth Management
Utah
$550K
MGWM
2858
Marks Group Wealth Management
Minnesota
$550K -$60.3K -355 -10%
SP
2859
Sequent Planning
Nebraska
$550K -$13.4K -79 -2%
WFA
2860
WestHill Financial Advisors
California
$549K -$4.41K -26 -0.8%
EGWAG
2861
Elwood & Goetz Wealth Advisory Group
Georgia
$548K +$182K +1,070 +51%
BA
2862
Bluesphere Advisors
Pennsylvania
$547K +$509 +3 +0.1%
RIG
2863
Renaissance Investment Group
Massachusetts
$546K
OAS
2864
Optivise Advisory Services
Tennessee
$545K -$74.9K -441 -12%
MFS
2865
McNamara Financial Services
Massachusetts
$542K +$119K +700 +29%
AIMA
2866
Ables Iannone Moore & Associates
Georgia
$542K -$29.7K -175 -5%
SFG
2867
Sather Financial Group
Texas
$541K
HWP
2868
Highline Wealth Partners
California
$540K -$3.4K -20 -0.6%
HSG
2869
Helen Stephens Group
Texas
$539K -$29.2K -172 -5%
ECAM
2870
East Coast Asset Management
Massachusetts
$538K
SAM
2871
Synergy Asset Management
Washington
$538K +$13.9K +82 +3%
WP
2872
WealthPLAN Partners
Nebraska
$537K -$99.3K -585 -16%
SL
2873
Salomon & Ludwin
Virginia
$537K -$1.09M -6,426 -67%
BWG
2874
Berry Wealth Group
Texas
$535K -$3.4K -20 -0.6%
BFWM
2875
Bright Futures Wealth Management
New York
$534K +$8.32K +49 +2%

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.