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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 %
SAM
2851
Synergy Asset Management
Washington
$538K +$14.2K +82 +3%
WP
2852
WealthPLAN Partners
Nebraska
$537K -$101K -585 -16%
SL
2853
Salomon & Ludwin
Virginia
$537K -$1.11M -6,426 -67%
BWG
2854
Berry Wealth Group
Texas
$535K -$3.46K -20 -0.6%
BFWM
2855
Bright Futures Wealth Management
New York
$534K +$8.14K +49 +2%
RWS
2856
Resolute Wealth Strategies
Mississippi
$534K -$16.6K -96 -3%
MCM
2857
McRae Capital Management
New Jersey
$534K +$5.89K +34 +1%
AP
2858
Advisors Preferred
Maryland
$533K +$171K +988 +47%
DW30
2859
Drucker Wealth 3.0
New Jersey
$532K -$20.4K -118 -4%
1W
2860
1776 Wealth
Georgia
$532K -$25.5K -147 -5%
FPWM
2861
FSB Premier Wealth Management
Iowa
$531K -$21.5K -124 -4%
RIM
2862
Redwood Investment Management
Arizona
$531K -$13.2K -76 -2%
CHA
2863
Cooper/Haims Advisors
New York
$531K +$173 +1 +0%
LWA
2864
Ledgewood Wealth Advisors
New Hampshire
$530K +$86.6K +500 +20%
EB
2865
Emprise Bank
Kansas
$529K -$167K -963 -24%
UWM
2866
USAdvisors Wealth Management
Minnesota
$529K +$22.2K +128 +4%
BIA
2867
Bell Investment Advisors
California
$528K – – –
WWM
2868
Wiser Wealth Management
Georgia
$528K +$106K +613 +25%
BHPW
2869
Beverly Hills Private Wealth
California
$527K -$86.1K -497 -14%
LIA
2870
Lynx Investment Advisory
District of Columbia
$527K +$14.4K +83 +3%
GFP
2871
Guardian Financial Partners
California
$527K +$2.6K +15 +0.5%
MHR
2872
Matthew Hamilton Rosenberg
$527K +$14K +81 +3%
SC
2873
Solstein Capital
California
$527K – – –
RW
2874
Rockport Wealth
Ohio
$526K -$17.1K -99 -3%
CICC
2875
Capital Investment Counsel (Colorado)
Colorado
$526K +$6.24K +36 +1%
113 114
115
116 117