We are live on ! Find out more
PG icon

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
KFA
1101
Kapstone Financial Advisors
Ohio
$5.78M -$7.47K -44 -0.1%
WIM
1102
Waverton Investment Management
United Kingdom
$5.78M -$256K -1,510 -4%
LNWTC
1103
Laird Norton Wetherby Trust Company
Washington
$5.78M
PVI
1104
Pine Valley Investments
New Jersey
$5.77M -$119K -702 -2%
TCWA
1105
Turtle Creek Wealth Advisors
Texas
$5.76M +$225K +1,325 +4%
CW
1106
CreativeOne Wealth
Kansas
$5.74M +$1.87M +11,041 +50%
SAM
1107
Shell Asset Management
Netherlands
$5.73M +$5.62M +33,103 New
RCM
1108
Radnor Capital Management
Pennsylvania
$5.71M +$5.59M +32,939 New
CIAS
1109
Capital Investment Advisory Services
North Carolina
$5.7M -$5.43K -32 -0.1%
CUAMC
1110
China Universal Asset Management Company
China
$5.7M -$375K -2,210 -6%
TLP
1111
Trinity Legacy Partners
Texas
$5.69M -$42.3K -249 -0.7%
BOSSRA
1112
B.O.S.S. Retirement Advisors
Utah
$5.69M +$761K +4,481 +16%
HCA
1113
Harbor Capital Advisors
Illinois
$5.68M +$27.5K +162 +0.5%
BB
1114
Berkshire Bank
Massachusetts
$5.67M +$344K +2,027 +7%
AFG
1115
Albion Financial Group
Utah
$5.67M +$28.2K +166 +0.5%
CPIG
1116
Chicago Partners Investment Group
Illinois
$5.67M +$637K +3,752 +13%
GC
1117
Grimes & Company
Massachusetts
$5.66M +$208K +1,225 +4%
PAG
1118
Private Advisory Group
Washington
$5.66M +$464K +2,733 +9%
PP
1119
PDS Planning
Ohio
$5.66M -$41.3K -243 -0.7%
RWP
1120
Ridgecrest Wealth Partners
California
$5.65M +$1.36K +8 +0%
GA
1121
GFS Advisors
Texas
$5.64M +$5.51M +32,462 +37,313%
AAS
1122
Annex Advisory Services
Wisconsin
$5.63M -$175K -1,031 -3%
HWAM
1123
Hennion & Walsh Asset Management
New Jersey
$5.62M +$83.2K +490 +2%
NHT
1124
New Hampshire Trust
New Hampshire
$5.62M -$40.6K -239 -0.7%
ECM
1125
Evergreen Capital Management
Washington
$5.6M -$24.1K -142 -0.4%

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.