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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 %
LIG
1801
Lokken Investment Group
Delaware
$2.04M +$99.1K +572 +5%
CF
1802
Convergence Financial
Missouri
$2.04M +$266K +1,534 +15%
WFI
1803
West Family Investments
California
$2.03M +$275K +1,586 +16%
RCIM
1804
Red Cedar Investment Management
Michigan
$2.03M – – –
MHS
1805
M Holdings Securities
Oregon
$2.03M +$41.2K +238 +2%
NPFS
1806
Novak & Powell Financial Services
Florida
$2.03M +$1.39K +8 +0.1%
WFPG
1807
Waller Financial Planning Group
Ohio
$2.03M +$1.19M +6,894 +143%
AAM
1808
Aureus Asset Management
Massachusetts
$2.03M -$380K -2,192 -16%
LI
1809
LRI Investments
Florida
$2.02M -$81.7K -489 -4%
NRD
1810
Nebula Research & Development
New York
$2.01M -$172K -991 -8%
RL
1811
Rogco LP
Oklahoma
$2.01M -$187K -1,079 -8%
PVM
1812
Palogic Value Management
Texas
$2M – – –
TIM
1813
Tevis Investment Management
Texas
$2M +$16.3K +94 +0.8%
BCMLT
1814
Beacon Capital Management LLC (Tennessee)
Tennessee
$2M +$32.9K +190 +2%
SWMG
1815
Sard Wealth Management Group
Georgia
$2M -$20.4K -118 -1%
MLA
1816
MB, Levis & Associates
Pennsylvania
$1.99M +$3.98K +23 +0.2%
PAS
1817
Professional Advisory Services
Florida
$1.99M – – –
PH
1818
Pinnacle Holdings
Oklahoma
$1.99M -$104K -602 -5%
PHIC
1819
Pine Haven Investment Counsel
Massachusetts
$1.99M – – –
WDC
1820
Woodward Diversified Capital
California
$1.99M -$13K -75 -0.6%
CCG
1821
Catalina Capital Group
California
$1.98M +$177K +1,024 +10%
SDWIA
1822
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.98M -$15.1K -87 -0.8%
IIM
1823
InTrack Investment Management
Vermont
$1.98M +$127K +731 +7%
WI
1824
Wedgewood Investors
Pennsylvania
$1.98M -$20.6K -119 -1%
CPWA
1825
Cerro Pacific Wealth Advisors
California
$1.98M +$165K +1,000 +9%
71 72
73
74 75