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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
SOAG
3526
Silver Oak Advisory Group
Oregon
$207K +$203K +1,197 New
OIS
3527
Okabena Investment Services
Minnesota
$207K +$203K +1,195 New
SFSG
3528
Sound Financial Strategies Group
Mississippi
$207K -$13.2K -78 -6%
HHWM
3529
Hiley Hunt Wealth Management
Nebraska
$207K +$203K +1,193 New
C
3530
CEDRUS
Colorado
$206K -$88.6K -522 -30%
KNFPWM
3531
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$206K +$202K +1,191 New
CIR
3532
Clear Investment Research
Georgia
$206K -$509 -3 -0.3%
VWM
3533
Vivid Wealth Management
Iowa
$205K -$147K -864 -42%
BHWM
3534
Beaird Harris Wealth Management
Texas
$205K -$229K -1,348 -53%
BWM
3535
Benchmark Wealth Management
Connecticut
$205K +$200K +1,181 New
AWM
3536
Arista Wealth Management
Nevada
$204K +$200K +1,180 New
LWM
3537
Luminvest Wealth Management
Arizona
$204K
HIGP
3538
Hill Investment Group Partners
Missouri
$204K -$11.4K -67 -5%
PWH
3539
Priebe Wealth Holdings
Minnesota
$203K +$199K +1,174 New
PWS
3540
Peterson Wealth Services
Utah
$203K +$199K +1,172 New
BC
3541
Bowman & Company
Wisconsin
$203K +$199K +1,172 New
VAMG
3542
Voisard Asset Management Group
Michigan
$203K +$33.4K +197 +20%
AI
3543
Arrien Investments
Idaho
$202K -$31.4K -185 -14%
DWA
3544
Delap Wealth Advisory
Oregon
$202K -$41.3K -243 -17%
Cohen & Steers
3545
Cohen & Steers
New York
$202K +$3.9K +23 +2%
LGA
3546
Lebenthal Global Advisors
New York
$201K +$197K +1,162 New
RRCM
3547
Rappaport Reiches Capital Management
Illinois
$201K +$197K +1,162 New
WI
3548
Wintrust Investments
Illinois
$201K -$1.77M -10,424 -90%
CMA
3549
Cedar Mountain Advisors
Oregon
$201K
GSIAS
3550
Garden State Investment Advisory Services
New Jersey
$201K +$196K +1,155 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.