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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
GPWA
3551
Great Point Wealth Advisors
Massachusetts
$201K +$197K +1,158 New
NCM
3552
Noesis Capital Mangement
Florida
$200K +$196K +1,157 New
BA
3553
Bridge Advisory
California
$200K +$196K +1,157 New
WCM
3554
Wisconsin Capital Management
Wisconsin
$200K +$196K +1,157 New
MG
3555
MilWealth Group
Wisconsin
$199K -$8.49K -50 -4%
BFS
3556
Burkett Financial Services
South Carolina
$198K +$3.56K +21 +2%
HC
3557
Hoese & Co
Minnesota
$197K
HB
3558
Horizon Bancorp
Indiana
$196K +$2.04K +12 +1%
DFA
3559
DHJJ Financial Advisors
Illinois
$196K
MFT
3560
Moisand Fitzgerald Tamayo
Florida
$190K -$380K -2,238 -67%
PP
3561
PrairieView Partners
Minnesota
$189K -$706K -4,158 -79%
RF
3562
Robinswood Financial
Washington
$188K +$11.2K +66 +6%
RWM
3563
Reston Wealth Management
Virginia
$181K +$178K +1,048 New
FWA
3564
FSC Wealth Advisors
New York
$180K
SC
3565
Sawyer & Company
Massachusetts
$178K
DWA
3566
Delos Wealth Advisors
Texas
$173K -$22.6K -133 -12%
MWA
3567
MFA Wealth Advisors
Pennsylvania
$170K +$5.94K +35 +4%
PPWM
3568
PFG Private Wealth Management
Florida
$169K +$165K +973 New
JSAM
3569
J. Safra Asset Management
New York
$168K +$24.8K +146 +18%
ACA
3570
American Capital Advisory
Idaho
$168K
PC
3571
Promethos Capital
Massachusetts
$166K
TWD
3572
True Wealth Design
Ohio
$166K +$2.38K +14 +1%
FPF
3573
First Pacific Financial
Washington
$166K +$18K +106 +12%
POIA
3574
Pin Oak Investment Advisors
Texas
$165K -$104K -614 -39%
GWSA
3575
Global Wealth Strategies & Associates
Colorado
$162K +$15.8K +93 +11%

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.