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Procter & Gamble
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Overview Fund Activity

3,689 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, 1,553 increasing their positions, 1,510 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,689
Holders Change
+64
Holders Change %
+1.77%
% of All Funds
53.36%
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
1,553
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 %
SIM
976
Studio Investment Management
Illinois
$7.3M +$23.7K +137 +0.3%
SP
977
Stablepoint Partners
Massachusetts
$7.27M -$15.2K -88 -0.2%
MYIA
978
Mount Yale Investment Advisors
Colorado
$7.25M -$62.7K -362 -0.9%
NIA
979
NIA Impact Advisors
California
$7.24M -$34.6K -200 -0.5%
MA
980
MCF Advisors
Kentucky
$7.23M -$134K -772 -2%
FTIS
981
First Trust Investment Solutions
Florida
$7.21M +$505K +2,913 +8%
BFM
982
Boothbay Fund Management
New York
$7.2M +$997K +5,757 +16%
CT
983
Colonial Trust
South Carolina
$7.19M +$1.01M +5,840 +16%
FFL
984
Financial Freedom LLC
Ohio
$7.19M +$7.79K +45 +0.1%
MGIA
985
Matthew Goff Investment Advisor
Texas
$7.17M -$2.6K -15 -0%
HC
986
Hendley & Co
Ohio
$7.16M -$44.7K -258 -0.6%
CWS
987
Confluence Wealth Services
Pennsylvania
$7.16M -$246K -1,421 -3%
TA
988
Tectonic Advisors
Texas
$7.15M +$738K +4,260 +12%
IEFM
989
IQ EQ Fund Management
Ireland
$7.15M +$164K +944 +2%
JPMIA
990
J.P. Marvel Investment Advisors
Massachusetts
$7.14M – – –
FVWA
991
Foster Victor Wealth Advisors
South Carolina
$7.13M +$270K +1,593 +4%
NSIM
992
North Star Investment Management
Illinois
$7.12M +$9.18K +53 +0.1%
ECG
993
Edge Capital Group
Georgia
$7.11M -$77.1K -445 -1%
THCM
994
Taylor Hoffman Capital Management
Virginia
$7.1M +$7.1M +42,979 New
CCM
995
Crew Capital Management
Ohio
$7.1M -$206K -1,189 -3%
CAM
996
Congress Asset Management
Massachusetts
$7.08M -$101M -580,825 -93%
KWA
997
Kingswood Wealth Advisors
California
$7.07M +$2.68M +15,468 +61%
OHIS
998
Oak Harvest Investment Services
Texas
$7.06M +$961K +5,546 +16%
RCA
999
Ranch Capital Advisors
Florida
$7.06M +$35.3K +204 +0.5%
DRD
1000
Dennis R. Delaney
$7M -$650K -3,750 -8%
38 39
40
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