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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 %
TCWM
3051
Total Clarity Wealth Management
Illinois
$401K +$18.7K +108 +5%
NCM
3052
Next Capital Management
New York
$400K -$11.8K -68 -3%
HPFG
3053
Hart & Patterson Financial Group
Massachusetts
$399K -$173 -1 -0%
MIM
3054
Meridiem Investment Management
United Kingdom
$398K +$398K +2,300 New
NF
3055
Nikulski Financial
Iowa
$398K +$7.97K +46 +2%
CWA
3056
Consilio Wealth Advisors
Washington
$398K +$88.7K +512 +29%
PIM
3057
Provident Investment Management
Michigan
$397K +$12.5K +72 +3%
RWA
3058
Rooted Wealth Advisors
Illinois
$397K +$11.9K +71 +3%
HPM
3059
Hoxton Planning & Management
West Virginia
$395K +$37.8K +218 +11%
GSC
3060
Ground Swell Capital
South Carolina
$395K +$395K +2,282 New
JCIA
3061
Jackson Creek Investment Advisors
Colorado
$395K -$6.92K -40 -2%
AFAS
3062
Acorn Financial Advisory Services
Virginia
$395K -$15.6K -90 -4%
JAFL
3063
Jay A. Fishman Ltd
Michigan
$395K -$26.5K -153 -6%
CP
3064
CenterBook Partners
Connecticut
$395K +$395K +2,279 New
LFS
3065
Legacy Financial Strategies
Kansas
$395K +$395K +2,278 New
IFU
3066
iSAM Funds (UK)
United Kingdom
$393K -$13.7K -79 -3%
EIG
3067
Ellenbecker Investment Group
Wisconsin
$393K +$19.2K +111 +5%
AA
3068
Alesco Advisors
New York
$393K – – –
AFT
3069
Alpha Family Trust
California
$392K -$77.9K -450 -17%
TFP
3070
Tilia Fiduciary Partners
North Carolina
$392K +$12.6K +73 +3%
MSG
3071
Main Street Group
Virginia
$392K -$1.56K -9 -0.4%
BWM
3072
BlackDiamond Wealth Management
New York
$389K +$56.7K +342 +17%
IPAM
3073
Investment Partners Asset Management
New Jersey
$389K +$8.31K +48 +2%
WFMPM
3074
Woodley Farra Manion Portfolio Management
Indiana
$389K +$4.5K +26 +1%
MPW
3075
Monterey Private Wealth
California
$388K -$159K -921 -29%
121 122
123
124 125