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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
CSWM
626
Cassady Schiller Wealth Management
Ohio
$15M +$807K +4,751 +6%
TCOT
627
Trust Company of Toledo
Ohio
$15M +$323K +1,900 +2%
MGIA
628
Moneta Group Investment Advisors
Missouri
$14.9M +$2.62M +15,408 +22%
PWW
629
Pettyjohn Wood & White
Virginia
$14.8M -$176K -1,038 -1%
WIC
630
Woodmont Investment Counsel
Tennessee
$14.8M +$73K +430 +0.5%
AWM
631
Apollon Wealth Management
South Carolina
$14.8M +$106K +627 +0.7%
WT
632
Washington Trust
Rhode Island
$14.7M -$172K -1,015 -1%
AW
633
Atlas Wealth
Ohio
$14.7M -$15.5M -91,283 -52%
GIA
634
GHP Investment Advisors
Colorado
$14.7M +$262K +1,543 +2%
CCM
635
Coldstream Capital Management
Washington
$14.7M +$564K +3,324 +4%
SSA
636
Schonfeld Strategic Advisors
New York
$14.6M +$5.59M +32,925 +64%
BFG
637
Bleakley Financial Group
New Jersey
$14.5M +$207K +1,218 +1%
LBC
638
Lowe Brockenbrough & Co
Virginia
$14.4M -$2.19M -12,884 -13%
CAL
639
Capital Analysts LLC
Pennsylvania
$14.4M +$377K +2,222 +3%
CNBT
640
Canandaigua National Bank & Trust
New York
$14.3M -$226K -1,330 -2%
RMC
641
Resources Management Corp
Connecticut
$14.3M +$26.3K +155 +0.2%
DWA
642
Douglass Winthrop Advisors
New York
$14.3M +$460K +2,707 +3%
CNB
643
Camden National Bank
Maine
$14.3M -$160K -944 -1%
EF
644
Empirical Finance
Pennsylvania
$14.2M +$287K +1,689 +2%
OIA
645
OneDigital Investment Advisors
Kansas
$14.2M -$1.02M -6,034 -7%
MYLI
646
Meiji Yasuda Life Insurance
Japan
$14.2M -$254K -1,495 -2%
GFS
647
GYL Financial Synergies
Connecticut
$14.2M -$3.91M -23,017 -22%
SPC
648
Spirepoint Private Client
Florida
$14.2M +$368K +2,167 +3%
LMIM
649
Lockheed Martin Investment Management
Maryland
$14M +$827K +4,870 +6%
LS
650
Livforsakringsbolaget Skandia
Sweden
$14M +$4.57M +26,910 +50%

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.