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Procter & Gamble
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Overview Fund Activity

3,625 hedge funds and large institutions have $261B invested in Procter & Gamble in 2024 Q2 according to their latest regulatory filings, with 170 funds opening new positions, 1,490 increasing their positions, 1,544 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,625
Holders Change
+2
Holders Change %
+0.06%
% of All Funds
52.72%
Holding in Top 10
216
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.47%
% of All Funds
3.14%
New
170
Increased
1,490
Reduced
1,544
Closed
117
Calls
$2.43B
Puts
$1.84B
Net Calls
+$594M
Net Calls Change
-$8.49M

Top Buyers

1
GQG Partners
GQG Partners
Florida
+$1.48B
2
Goldman Sachs
Goldman Sachs
New York
+$667M
3
UBS AM
UBS AM
Illinois
+$590M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$528M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$425M

Top Sellers

1
GA
GFS Advisors
Texas
-$2B
2
Barclays
Barclays
United Kingdom
-$923M
3
Marshall Wace
Marshall Wace
United Kingdom
-$478M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$271M
5
ICP
Ilex Capital Partners
United Kingdom
-$228M
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
2001
Arjuna Capital
North Carolina
$1.47M +$15K +91 +1%
PCMC
2002
Paragon Capital Management (Colorado)
Colorado
$1.47M – – –
SAM
2003
Sawgrass Asset Management
Florida
$1.47M -$11.5K -70 -0.8%
PWM
2004
Palumbo Wealth Management
New York
$1.47M -$2.8K -17 -0.2%
CCA
2005
Cora Capital Advisors
New Jersey
$1.46M +$165 +1 +0%
BEI
2006
Benjamin Edwards Inc
Missouri
$1.46M +$562K +3,407 +62%
SFB
2007
STAR Financial Bank
Indiana
$1.46M -$120K -730 -8%
BPCA
2008
Bank Pictet & Cie (Asia)
Singapore
$1.46M -$149K -906 -9%
PMA
2009
Prudent Man Advisors
Illinois
$1.45M +$55.1K +334 +4%
AIA
2010
Angeles Investment Advisors
California
$1.45M -$319K -1,933 -18%
EIP
2011
Ellis Investment Partners
Pennsylvania
$1.45M +$30.2K +183 +2%
BRA
2012
Biechele Royce Advisors
Indiana
$1.45M +$168K +1,016 +13%
TAM
2013
Tucker Asset Management
Colorado
$1.45M +$58.9K +357 +4%
TW
2014
Towerpoint Wealth
California
$1.44M +$825 +5 +0.1%
CW
2015
Cook Wealth
North Carolina
$1.44M +$1M +6,000 +227%
MFWP
2016
Mosaic Family Wealth Partners
Missouri
$1.43M -$7.59K -46 -0.5%
CWM
2017
Centric Wealth Management
Illinois
$1.43M -$37K -219 -3%
SWIM
2018
Smallwood Wealth Investment Management
New Jersey
$1.43M -$173K -1,047 -11%
BWA
2019
Burt Wealth Advisors
Maryland
$1.43M -$45.4K -275 -3%
BTWM
2020
Baker Tilly Wealth Management
Wisconsin
$1.43M -$1.7M -10,302 -54%
MF
2021
Magnetar Financial
Illinois
$1.43M +$1.43M +8,659 New
AMBIA
2022
Allen Mooney & Barnes Investment Advisors
Georgia
$1.42M -$146K -883 -9%
MAM
2023
Milestone Asset Management
Pennsylvania
$1.42M -$456K -2,762 -24%
DAC
2024
Dividend Assets Capital
South Carolina
$1.42M -$297K -1,800 -17%
MIM
2025
MTM Investment Management
South Carolina
$1.42M +$3.96K +24 +0.3%
79 80
81
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