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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
MAM
3301
Marotta Asset Management
Virginia
$291K -$26.1K -154 -8%
MA
3302
Mezzasalma Advisors
New Jersey
$291K
MWM
3303
MY Wealth Management
Maryland
$291K
UFA
3304
US Financial Advisors
Massachusetts
$290K +$509 +3 +0.2%
WAM
3305
WealthTrust Asset Management
Florida
$290K -$50.6K -298 -15%
CWM
3306
Capital Wealth Management
Rhode Island
$290K -$21.2K -125 -7%
MC
3307
Matisse Capital
Oregon
$290K
OA
3308
Operose Advisors
Wisconsin
$289K
SWP
3309
Significant Wealth Partners
Illinois
$289K +$35.8K +211 +14%
SPA
3310
Sherbrooke Park Advisers
New York
$288K -$1.12M -6,604 -80%
RAM
3311
Ramirez Asset Management
New York
$288K
SWC
3312
Spectrum Wealth Counsel
Indiana
$287K -$2.72K -16 -1%
AWM
3313
Act Wealth Management
Texas
$287K -$18.5K -109 -6%
AWM
3314
Austin Wealth Management
Texas
$285K -$1.02K -6 -0.4%
BIMC
3315
Benson Investment Management Company
Virginia
$285K
MPCA
3316
Madison Park Capital Advisors
Washington
$284K +$6.79K +40 +2%
RBC
3317
Roble Belko & Company
Pennsylvania
$284K
EWA
3318
ERTS Wealth Advisors
Michigan
$284K -$57K -336 -17%
YWS
3319
Yarger Wealth Strategies
Ohio
$283K +$32.9K +194 +13%
MBI
3320
May Barnhard Investments
Maryland
$283K -$9.34K -55 -3%
CFP
3321
Cypress Financial Planning
New Jersey
$282K +$4.24K +25 +2%
MAM
3322
MWA Asset Management
Massachusetts
$282K
LWM
3323
Lodestone Wealth Management
Washington
$281K -$21.1K -124 -7%
FPCG
3324
Forum Private Client Group
Indiana
$281K +$4.92K +29 +2%
VIA
3325
Virtus Investment Advisers
Connecticut
$280K +$107K +632 +64%

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.