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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
VCM
2976
Versant Capital Management
Arizona
$471K +$41.9K +247 +10%
SA
2977
Strategic Advocates
Utah
$470K +$47.7K +281 +12%
PCMK
2978
Paragon Capital Management (Kansas)
Kansas
$470K +$27K +159 +6%
SWP
2979
Summit Wealth Partners
Florida
$469K +$1.02K +6 +0.2%
SWM
2980
Sagace Wealth Management
Florida
$469K +$461K +2,717 New
PRWA
2981
Platte River Wealth Advisors
Colorado
$468K
JCFM
2982
JBR Co Financial Management
Oklahoma
$467K
TIM
2983
Total Investment Management
Arizona
$467K +$1.7K +10 +0.4%
MIG
2984
McGuire Investment Group
Rhode Island
$465K +$23.3K +137 +5%
TAM
2985
Titleist Asset Management
Texas
$464K -$18.7K -110 -4%
TWA
2986
Tandem Wealth Advisors
Arizona
$463K +$16.3K +96 +4%
MIAS
2987
Mason Investment Advisory Services
Virginia
$462K +$340 +2 +0.1%
CIS
2988
Custom Index Systems
New York
$461K -$169K -997 -27%
MAG
2989
MRA Advisory Group
New Jersey
$461K +$76.9K +453 +21%
EFG
2990
Elios Financial Group
Ohio
$461K +$452K +2,661 New
1WM
2991
1858 Wealth Management
Ohio
$461K -$6.96K -41 -2%
SFA
2992
Source Financial Advisors
New York
$461K -$509 -3 -0.1%
CAGAS
2993
Capital Advisory Group Advisory Services
Minnesota
$460K +$10.2K +60 +2%
WF
2994
Whelan Financial
California
$459K +$13.2K +78 +3%
BFA
2995
Beacon Financial Advisory
Ohio
$459K +$10K +59 +2%
CL
2996
COWA LLC
Oklahoma
$458K
CWA
2997
Clearview Wealth Advisors
Oregon
$458K -$10.2K -60 -2%
TWA
2998
Talisman Wealth Advisors
New Jersey
$456K -$4.92K -29 -1%
CFGA
2999
Cambridge Financial Group (Arizona)
Arizona
$456K +$44.6K +263 +11%
PCM
3000
Passive Capital Management
Maryland
$456K

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.