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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
MAG
3026
Mayfair Advisory Group
Alabama
$439K
SLWA
3027
San Luis Wealth Advisors
California
$438K -$28.5K -168 -6%
LIM
3028
Longfellow Investment Management
Massachusetts
$438K -$213K -1,253 -33%
FA
3029
Fagan Associates
New York
$437K
LSWM
3030
Lorne Steinberg Wealth Management
Canada
$437K
AF
3031
Affiance Financial
Minnesota
$437K -$8.32K -49 -2%
TC
3032
Tacita Capital
Ontario, Canada
$436K
SWM
3033
Seed Wealth Management
Illinois
$436K
SCM
3034
Silvant Capital Management
Georgia
$435K
GXJ
3035
Global X Japan
Japan
$435K -$19.7K -116 -4%
LK
3036
Lumbard & Kellner
New Hampshire
$434K
GPW
3037
Gentry Private Wealth
Kansas
$433K -$11.2K -66 -3%
SNBOSD
3038
Security National Bank of So Dak
Iowa
$433K
KWS
3039
Keystone Wealth Services
California
$432K +$42.8K +252 +11%
EWS
3040
Eagle Wealth Strategies
New Jersey
$432K -$3.06K -18 -0.7%
DWM
3041
Dopkins Wealth Management
New York
$430K -$357K -2,102 -46%
EFP
3042
Elser Financial Planning
Indiana
$430K +$3.73K +22 +0.9%
CFG
3043
Carr Financial Group
Massachusetts
$426K +$60.3K +355 +17%
CWG
3044
Crown Wealth Group
North Carolina
$424K -$37.5K -221 -8%
WMP
3045
Wealth Management Partners
Arizona
$424K -$3.56K -21 -0.9%
FCMT
3046
Founders Capital Management (Texas)
Texas
$423K
KA
3047
Kooman & Associates
Pennsylvania
$422K +$340 +2 +0.1%
LWM
3048
LJI Wealth Management
Indiana
$421K +$102K +603 +33%
PI
3049
Pachira Investments
California
$421K -$1.53K -9 -0.4%
TP
3050
Tranquility Partners
Tennessee
$420K +$3.4K +20 +0.8%

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.