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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
OCM
3101
Orser Capital Management
Texas
$387K
BFIC
3102
Bedell Frazier Investment Counselling
California
$385K
CTC
3103
Cetera Trust Company
Minnesota
$384K
IA
3104
IFG Advisors
Missouri
$384K +$23.6K +139 +7%
SGCA
3105
Steel Grove Capital Advisors
Tennessee
$384K -$7.3K -43 -2%
FDS
3106
First Dallas Securities
Texas
$383K -$62K -365 -14%
TW
3107
Transform Wealth
Colorado
$383K -$10.5K -62 -3%
TBWA
3108
Three Bridge Wealth Advisors
California
$383K -$150K -884 -29%
LI
3109
Lafayette Investments
Maryland
$383K -$1.02K -6 -0.3%
LA
3110
LM Advisors
California
$382K
Edgewood Management
3111
Edgewood Management
Connecticut
$381K
ACM
3112
AUA Capital Management
Pennsylvania
$381K -$7.64K -45 -2%
WB
3113
West Bancorporation
Iowa
$381K
FCMA
3114
Foresight Capital Management Advisors
Michigan
$380K
MAA
3115
Matrix Asset Advisors
New York
$378K +$8.32K +49 +2%
BHWA
3116
Beacon Harbor Wealth Advisors
Virginia
$378K +$6.45K +38 +2%
RMF
3117
Red Mountain Financial
Colorado
$376K -$45.5K -268 -11%
ACC
3118
Acorn Creek Capital
Colorado
$376K +$10K +59 +3%
NPP
3119
New Potomac Partners
Maryland
$375K -$17K -100 -4%
MCA
3120
Maryland Capital Advisors
Maryland
$374K +$56K +330 +18%
BWM
3121
BCGM Wealth Management
Indiana
$374K +$2.38K +14 +0.7%
WFC
3122
Western Financial Corp
California
$373K -$7.47K -44 -2%
ODIJL
3123
One Day In July LLC
Vermont
$373K +$27K +159 +8%
FBT
3124
First Bank & Trust
South Dakota
$372K +$1.36K +8 +0.4%
RFA
3125
Rollins Financial Advisors
New York
$371K

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.