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Procter & Gamble
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Overview Fund Activity

3,688 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, 1,552 increasing their positions, 1,510 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,688
Holders Change
+64
Holders Change %
+1.77%
% of All Funds
53.35%
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
1,552
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 %
LIM
3426
Lathrop Investment Management
Arkansas
$229K +$173 +1 +0.1%
SFMG
3427
Sage Financial Management Group
Virginia
$229K +$229K +1,321 New
FWM
3428
FMB Wealth Management
California
$228K – – –
DWP
3429
Destiny Wealth Partners
Florida
$228K -$173 -1 -0.1%
IPW
3430
Invictus Private Wealth
Colorado
$227K -$18.9K -109 -8%
DDPIC
3431
Deroy & Devereaux Private Investment Counsel
Michigan
$227K – – –
B
3432
Bensler
Washington
$227K -$5.37K -31 -2%
PFT
3433
Providence First Trust
Arizona
$227K +$227K +1,310 New
WWC
3434
Waypoint Wealth Counsel
Georgia
$227K +$227K +1,308 New
EWM
3435
Elevatus Welath Management
New York
$226K +$226K +1,304 New
ICM
3436
Intrepid Capital Management
Florida
$226K +$3.46K +20 +2%
LL
3437
LWMG LLC
Minnesota
$225K -$34.3K -198 -13%
CCM
3438
Check Capital Management
California
$225K – – –
NC
3439
NBW Capital
Massachusetts
$225K +$225K +1,299 New
OWM
3440
Orgel Wealth Management
Wisconsin
$225K +$6.93K +40 +3%
EPP
3441
ETF Portfolio Partners
Kansas
$224K – – –
CFA
3442
Camarda Financial Advisors
Florida
$223K – – –
CWM
3443
Core Wealth Management
Florida
$223K – – –
AC
3444
AIFG Consultants
New York
$223K -$4.68K -27 -2%
SCM
3445
Sollinda Capital Management
Florida
$223K – – –
CIA
3446
Cascade Investment Advisors
Oregon
$223K – – –
SEEDPG
3447
S.E.E.D. Planning Group
New York
$223K +$223K +1,286 New
CJL
3448
Cyrus J. Lawrence
New York
$222K +$17.5K +101 +9%
BAM
3449
Blueshift Asset Management
New Jersey
$222K +$222K +1,279 New
WA
3450
Waterford Advisors
New York
$221K -$32.9K -190 -13%
136 137
138
139 140