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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 %
AIM
3351
AHL Investment Management
Florida
$261K -$2.94K -17 -1%
GA
3352
Greenspring Advisors
Maryland
$261K – – –
VF
3353
Vawter Financial
Ohio
$260K – – –
IG
3354
Ithaka Group
Virginia
$260K – – –
SCP
3355
Seizert Capital Partners
Michigan
$260K – – –
KFS
3356
Kelly Financial Services
Massachusetts
$260K +$42.1K +243 +19%
HFW
3357
Horizon Family Wealth
Illinois
$258K +$1.56K +9 +0.6%
IFPG
3358
Intrepid Financial Planning Group
Indiana
$258K – – –
NLP
3359
Next Level Private
New York
$257K +$29.3K +169 +13%
MWA
3360
Motive Wealth Advisors
Michigan
$257K – – –
PW
3361
Peninsula Wealth
California
$256K +$20.5K +119 +9%
VCM
3362
Vision Capital Management
Oregon
$255K +$35.5K +205 +16%
M
3363
MYeCFO
California
$255K – – –
MWA
3364
Martel Wealth Advisors
Washington
$255K – – –
CPP
3365
Capasso Planning Partners
South Carolina
$255K +$3.47K +20 +1%
SWA
3366
ShankerValleau Wealth Advisors
Illinois
$254K – – –
SFC
3367
Strategic Financial Concepts
Texas
$254K -$49.8M -287,709 -99%
AWM
3368
AllSquare Wealth Management
New York
$254K – – –
MWA
3369
Miller Wealth Advisors
Colorado
$253K – – –
PFM
3370
Phillips Financial Management
Indiana
$252K +$8.31K +48 +3%
RAM
3371
Riggs Asset Management
Pennsylvania
$252K – – –
HF
3372
Halpern Financial
Virginia
$251K -$36.1K -210 -13%
CV
3373
Counterweight Ventures
North Carolina
$251K +$251K +1,450 New
SIA
3374
SGL Investment Advisors
Montana
$251K +$251K +1,503 New
PSCM
3375
Per Stirling Capital Management
Texas
$250K +$11.6K +67 +5%
133 134
135
136 137