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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
PFA
3426
Petra Financial Advisors
Colorado
$239K +$234K +1,381 New
BBPWM
3427
Blue Bell Private Wealth Management
Pennsylvania
$239K +$17.5K +103 +8%
HFS
3428
Howard Financial Services
Texas
$239K +$170 +1 +0.1%
EWM
3429
Endowment Wealth Management
Wisconsin
$238K -$1.02K -6 -0.4%
LIA
3430
LifePlan Investment Advisors
North Carolina
$238K +$2.21K +13 +1%
DFG
3431
Demars Financial Group
Washington
$237K +$1.36K +8 +0.6%
FS
3432
Ferguson Shapiro
Georgia
$237K
RA
3433
Rodgers & Associates
Pennsylvania
$237K +$2.55K +15 +1%
LSA
3434
Lansing Street Advisors
Pennsylvania
$237K +$9K +53 +4%
RA
3435
Rockingstone Advisors
Massachusetts
$236K
TFM
3436
Trademark Financial Management
Minnesota
$236K +$19K +112 +9%
ASC
3437
Atalanta Sosnoff Capital
New York
$236K
SC
3438
Sepio Capital
Utah
$236K -$2.21K -13 -0.9%
AWMG
3439
Alliance Wealth Management Group
New Jersey
$236K
AWP
3440
Atlas Wealth Partners
Pennsylvania
$234K +$230K +1,352 New
SPA
3441
Sentinel Pension Advisors
Massachusetts
$234K -$32.3K -190 -12%
EARNEST Partners
3442
EARNEST Partners
Georgia
$233K +$7.98K +47 +4%
HWMC
3443
Heritage Wealth Management (California)
California
$233K +$340 +2 +0.1%
DIP
3444
Davis Investment Partners
North Carolina
$233K -$42.4K -250 -16%
IA
3445
IMZ Advisory
Florida
$233K +$234K +1,378 New
GSCM
3446
Greenfield Seitz Capital Management
Texas
$232K
SPI
3447
Santori & Peters Inc
Pennsylvania
$232K -$15.6K -92 -6%
SCM
3448
Stordahl Capital Management
Colorado
$231K -$9.68K -57 -4%
SFWC
3449
Strategic Family Wealth Counselors
New Jersey
$231K +$7.98K +47 +4%
AIA
3450
AIMZ Investment Advisors
California
$231K +$11K +65 +5%

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.