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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 %
AWM
2026
Aprio Wealth Management
Georgia
$1.41M +$421K +2,550 +42%
QIM
2027
Quest Investment Management
Oregon
$1.41M -$57.4K -348 -4%
WF
2028
Wayfinding Financial
Washington
$1.41M -$1.98K -12 -0.1%
MFG
2029
Menard Financial Group
Texas
$1.41M +$120K +727 +9%
MIS
2030
Morningstar Investment Services
Illinois
$1.4M -$24.3M -145,774 -95%
PCFFS
2031
Pacific Center for Financial Services
California
$1.4M +$165 +1 +0%
PP
2032
Pacifica Partners
Canada
$1.39M -$257K -1,571 -16%
NERM
2033
New England Research & Management
Illinois
$1.39M -$132K -801 -9%
MA
2034
MBA Advisors
Pennsylvania
$1.39M -$23.9K -145 -2%
VCM
2035
Violich Capital Management
California
$1.39M – – –
WF
2036
WoodTrust Financial
Wisconsin
$1.39M -$3.96K -24 -0.3%
AWM
2037
Aberdeen Wealth Management
Illinois
$1.39M -$345K -2,092 -20%
IP
2038
Investment Partners
Ohio
$1.38M +$36K +218 +3%
TVWM
2039
Tower View Wealth Management
Wisconsin
$1.38M -$44.7K -271 -3%
IWM
2040
Integris Wealth Management
California
$1.38M -$11.4K -69 -0.8%
WCM
2041
WealthBridge Capital Management
Ohio
$1.38M -$80K -485 -5%
LA
2042
LVW Advisors
New York
$1.38M -$23.9K -145 -2%
SWA
2043
SFMG Wealth Advisors
Texas
$1.38M -$36K -218 -3%
CW
2044
CIC Wealth
Maryland
$1.38M -$8.41K -51 -0.6%
AWAP
2045
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$1.38M -$157K -949 -10%
GFA
2046
Gallagher Fiduciary Advisors
Illinois
$1.37M +$157K +951 +13%
EWM
2047
EPG Wealth Management
Georgia
$1.37M -$1.33M -8,214 Closed
AFGAS
2048
Allegiance Financial Group Advisory Services
Virginia
$1.37M +$495 +3 +0%
SPA
2049
Sherbrooke Park Advisers
New York
$1.36M +$678K +4,112 +99%
DA
2050
Doliver Advisors
Texas
$1.36M -$132K -799 -9%
80 81
82
83 84