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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
TCFP
3451
Treasure Coast Financial Planning
Florida
$230K -$4.24K -25 -2%
5SA
3452
5th Street Advisors
Connecticut
$229K +$225K +1,325 New
WA
3453
WP Advisors
California
$229K -$17.1K -101 -7%
LIM
3454
Lathrop Investment Management
Arkansas
$229K +$170 +1 +0.1%
SFMG
3455
Sage Financial Management Group
Virginia
$229K +$224K +1,321 New
FWM
3456
FMB Wealth Management
California
$228K
DWP
3457
Destiny Wealth Partners
Florida
$228K -$170 -1 -0.1%
IPW
3458
Invictus Private Wealth
Colorado
$227K -$18.5K -109 -8%
DDPIC
3459
Deroy & Devereaux Private Investment Counsel
Michigan
$227K
B
3460
Bensler
Washington
$227K -$5.26K -31 -2%
PFT
3461
Providence First Trust
Arizona
$227K +$222K +1,310 New
WWC
3462
Waypoint Wealth Counsel
Georgia
$227K +$222K +1,308 New
EWM
3463
Elevatus Welath Management
New York
$226K +$221K +1,304 New
ICM
3464
Intrepid Capital Management
Florida
$226K +$3.4K +20 +2%
LL
3465
LWMG LLC
Minnesota
$225K -$33.6K -198 -13%
CCM
3466
Check Capital Management
California
$225K
NC
3467
NBW Capital
Massachusetts
$225K +$221K +1,299 New
OWM
3468
Orgel Wealth Management
Wisconsin
$225K +$6.79K +40 +3%
EPP
3469
ETF Portfolio Partners
Kansas
$224K
CFA
3470
Camarda Financial Advisors
Florida
$223K
CWM
3471
Core Wealth Management
Florida
$223K
AC
3472
AIFG Consultants
New York
$223K -$4.58K -27 -2%
SCM
3473
Sollinda Capital Management
Florida
$223K
CIA
3474
Cascade Investment Advisors
Oregon
$223K
SEEDPG
3475
S.E.E.D. Planning Group
New York
$223K +$218K +1,286 New

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.