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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 %
HHWM
3501
Hiley Hunt Wealth Management
Nebraska
$207K +$207K +1,193 New
C
3502
CEDRUS
Colorado
$206K -$90.4K -522 -30%
KNFPWM
3503
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$206K +$206K +1,191 New
CIR
3504
Clear Investment Research
Georgia
$206K -$520 -3 -0.3%
VWM
3505
Vivid Wealth Management
Iowa
$205K -$150K -864 -42%
BHWM
3506
Beaird Harris Wealth Management
Texas
$205K -$233K -1,348 -53%
BWM
3507
Benchmark Wealth Management
Connecticut
$205K +$205K +1,181 New
AWM
3508
Arista Wealth Management
Nevada
$204K +$204K +1,180 New
LWM
3509
Luminvest Wealth Management
Arizona
$204K – – –
HIGP
3510
Hill Investment Group Partners
Missouri
$204K -$10.9K -67 -5%
PWH
3511
Priebe Wealth Holdings
Minnesota
$203K +$203K +1,174 New
PWS
3512
Peterson Wealth Services
Utah
$203K +$203K +1,172 New
BC
3513
Bowman & Company
Wisconsin
$203K +$203K +1,172 New
VAMG
3514
Voisard Asset Management Group
Michigan
$203K +$34.1K +197 +20%
AI
3515
Arrien Investments
Idaho
$202K -$32K -185 -14%
DWA
3516
Delap Wealth Advisory
Oregon
$202K -$42.1K -243 -17%
Cohen & Steers
3517
Cohen & Steers
New York
$202K +$3.99K +23 +2%
LGA
3518
Lebenthal Global Advisors
New York
$201K +$201K +1,162 New
RRCM
3519
Rappaport Reiches Capital Management
Illinois
$201K +$201K +1,162 New
WI
3520
Wintrust Investments
Illinois
$201K -$1.8M -10,424 -90%
CMA
3521
Cedar Mountain Advisors
Oregon
$201K – – –
GSIAS
3522
Garden State Investment Advisory Services
New Jersey
$201K +$201K +1,155 New
GPWA
3523
Great Point Wealth Advisors
Massachusetts
$201K +$201K +1,158 New
NCM
3524
Noesis Capital Mangement
Florida
$200K +$200K +1,157 New
BA
3525
Bridge Advisory
California
$200K +$200K +1,157 New
139 140
141
142 143