We are live on ! Find out more
PG icon

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
PA
3276
Planning Alternatives
Michigan
$301K -$22.2K -131 -7%
KWAG
3277
Kiely Wealth Advisory Group
North Carolina
$301K
RMSCM
3278
R.M. Sincerbeaux Capital Management
New York
$301K
CCMW
3279
Cypress Capital Management (Wyoming)
Wyoming
$301K
LF
3280
Lee Financial
Texas
$300K -$83.7K -493 -22%
BOM
3281
Bank of Marin
California
$300K -$1.53K -9 -0.5%
AWA
3282
ARQ Wealth Advisors
Arizona
$300K +$9K +53 +3%
SMAM
3283
Sugar Maple Asset Management
Wisconsin
$300K +$13.4K +79 +5%
WAOTB
3284
Wealth Advisors of Tampa Bay
Florida
$298K +$679 +4 +0.2%
AWM
3285
Affinity Wealth Management
Delaware
$298K -$3.56K -21 -1%
IAP
3286
Indie Asset Partners
Indiana
$297K -$12.7K -75 -4%
IHWM
3287
Iron Horse Wealth Management
Iowa
$297K -$27.5K -162 -9%
I
3288
InceptionR
California
$297K -$1.67M -9,836 -85%
SDWMA
3289
Schneider Downs Wealth Management Advisors
Pennsylvania
$297K -$170 -1 -0.1%
WIM
3290
WealthPlan Investment Management
Nebraska
$296K +$290K +1,711 New
TAM
3291
TCP Asset Management
Ohio
$296K
KBG
3292
Kahn Brothers Group
New York
$294K
HIIFS
3293
Harel Insurance Investments & Financial Services
Israel
$293K -$156K -916 -35%
SAM
3294
Shikiar Asset Management
New York
$293K -$31.2K -184 -10%
GSWM
3295
Greenup Street Wealth Management
Michigan
$293K +$14.8K +87 +5%
CFSG
3296
Clark Financial Services Group
Missouri
$293K +$2.21K +13 +0.8%
HP
3297
Hyperion Partners
Pennsylvania
$293K -$7.13K -42 -2%
HWMT
3298
Heritage Wealth Management (Texas)
Texas
$293K
BFS
3299
Beacon Financial Strategies
North Carolina
$292K
WN
3300
Williams & Novak
California
$291K

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.