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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
BIC
1301
Beach Investment Counsel
Pennsylvania
$4.31M -$37.3K -220 -0.9%
MPWS
1302
McCarter Private Wealth Services
Massachusetts
$4.3M +$4.21M +24,821 New
BFO
1303
Biltmore Family Office
North Carolina
$4.29M +$265K +1,563 +7%
PCG
1304
Prosperity Consulting Group
Maryland
$4.28M +$270K +1,593 +7%
CCFCSB
1305
Cape Cod Five Cents Savings Bank
Massachusetts
$4.28M -$411K -2,420 -9%
CIM
1306
Chiron Investment Management
New York
$4.28M +$4.19M +24,691 New
SWM
1307
SeaCrest Wealth Management
New York
$4.28M -$4.41K -26 -0.1%
FFS
1308
Founders Financial Securities
Maryland
$4.28M -$972K -5,727 -19%
CRCM
1309
Crystal Rock Capital Management
Illinois
$4.25M
PAM
1310
Peak Asset Management
Colorado
$4.24M -$30K -177 -0.7%
WBC
1311
Westpac Banking Corp
Australia
$4.24M +$236K +1,390 +6%
RIL
1312
Rothschild Investment LLC
Illinois
$4.24M +$72K +424 +2%
JAM
1313
Jupiter Asset Management
United Kingdom
$4.24M -$6.76M -39,801 -62%
UF
1314
Univest Financial
Pennsylvania
$4.23M +$3.71M +21,875 +855%
CI
1315
Cigna Investments
Connecticut
$4.21M -$73.5K -433 -2%
KLWA
1316
Kelly Lawrence W & Associates
California
$4.2M -$138K -812 -3%
PWM
1317
Provident Wealth Management
Tennessee
$4.19M +$8.49K +50 +0.2%
VWMG
1318
Virginia Wealth Management Group
Virginia
$4.19M +$866K +5,101 +27%
OWA
1319
ORBA Wealth Advisors
Illinois
$4.19M +$4.07K +24 +0.1%
HIC
1320
Holderness Investments Company
North Carolina
$4.19M +$83.2K +490 +2%
FCB
1321
First County Bank
Connecticut
$4.18M -$1.18M -6,960 -22%
BFW
1322
Brady Family Wealth
Missouri
$4.18M -$11.9K -70 -0.3%
ZF
1323
Zhang Financial
Michigan
$4.17M -$76.4K -450 -2%
NED
1324
Nancy E. Dempze
$4.17M -$107K -628 -3%
AWA
1325
Arete Wealth Advisors
Illinois
$4.15M -$282K -1,661 -6%

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.