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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
SWP
3626
SIMA Wealth Partners
Virginia
$79K -$2.72K -16 -3%
JFG
3627
JDM Financial Group
Texas
$79K +$17.7K +104 +30%
DP
3628
Denver PWM
Colorado
$76.1K -$1.7K -10 -2%
AW
3629
Avion Wealth
Texas
$76K +$5.43K +32 +8%
AIM
3630
Access Investment Management
Georgia
$75.7K
EPW
3631
Evergreen Private Wealth
Colorado
$75K
CWM
3632
Cranbrook Wealth Management
Michigan
$74.9K +$13.6K +80 +23%
VWWMG
3633
Vermillion & White Wealth Management Group
Pennsylvania
$74.4K +$340 +2 +0.5%
RI
3634
Ridgewood Investments
New Jersey
$73.1K -$9.68K -57 -12%
MAM
3635
Meeder Asset Management
Ohio
$72.7K +$2.38K +14 +3%
TCG
3636
Transcendent Capital Group
Oklahoma
$72.6K
FG
3637
Fairman Group
Pennsylvania
$72.1K
HC
3638
Hara Capital
Washington
$70.5K +$69.1K +407 New
SVCP
3639
Silicon Valley Capital Partners
California
$70.4K +$170 +1 +0.2%
W
3640
WealthCollab
Washington
$70.3K
IUHSA
3641
Itau Unibanco Holding S.A.
Brazil
$69.5K +$39.6K +233 +139%
PCC
3642
Park Circle Company
Maryland
$69.3K
VF
3643
VitalStone Financial
Texas
$68.2K +$509 +3 +0.8%
GAG
3644
Goodman Advisory Group
Massachusetts
$66.8K -$5.94K -35 -8%
OAJ
3645
Ogorek Anthony Joseph
New York
$65K +$6.79K +40 +12%
BIM
3646
Breakwater Investment Management
Washington
$62.5K
WBWA
3647
William B. Walkup & Associates
South Carolina
$61K
DWM
3648
Dogwood Wealth Management
Kansas
$59.7K +$340 +2 +0.6%
IRC
3649
Investors Research Corp
Georgia
$54.9K -$239K -1,406 -82%
CAM
3650
Costello Asset Management
Pennsylvania
$54.4K +$50.9K +300 +2,143%

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.