PG icon

Procter & Gamble
PG

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 %
WCWM
2451
Willow Creek Wealth Management
California
$891K -$30.3K -175 -3%
SM
2452
Sweeney & Michel
California
$889K +$2.74K +16 +0.3%
SDAM
2453
Shulman DeMeo Asset Management
New York
$889K +$1.56K +9 +0.2%
AWA
2454
Acorn Wealth Advisors
Michigan
$889K +$123K +710 +16%
MFG
2455
Mainsail Financial Group
Washington
$887K -$5.08K -30 -0.6%
HFM
2456
Harvest Fund Management
China
$887K +$609K +3,517 +219%
AWM
2457
Allen Wealth Management
North Carolina
$887K -$44.2K -255 -5%
BDA
2458
Borer Denton & Associates
Pennsylvania
$886K -$13K -75 -1%
OFS
2459
OMC Financial Services
New York
$884K – – –
SEM
2460
Strategic Equity Management
Arizona
$882K -$16.6K -96 -2%
HWM
2461
HighMark Wealth Management
Minnesota
$881K -$3.29K -19 -0.4%
SFFS
2462
Stonehage Fleming Financial Services
Jersey
$880K +$54K +312 +7%
AWM
2463
Atticus Wealth Management
Florida
$879K -$25.5K -147 -3%
SAM
2464
Seelaus Asset Management
New Jersey
$879K – – –
SAA
2465
Southeast Asset Advisors
Georgia
$878K -$1.56K -9 -0.2%
SWM
2466
Sterling Wealth Management
Illinois
$878K +$41.2K +238 +5%
NAG
2467
Northstar Advisory Group
New Jersey
$877K +$139K +803 +19%
LCWP
2468
Legacy Capital Wealth Partners
Arkansas
$876K -$58.5K -338 -6%
LF
2469
Lantz Financial
Illinois
$875K +$96.3K +556 +12%
NFA
2470
Northwest Financial Advisors
Virginia
$873K +$1.39K +8 +0.2%
WAG
2471
Wheelhouse Advisory Group
Missouri
$872K +$2.43K +14 +0.3%
WGC
2472
Watts Gwilliam & Co
Arizona
$871K +$871K +5,182 New
BWG
2473
Boomfish Wealth Group
Georgia
$870K -$14K -81 -2%
GCM
2474
Goldstream Capital Management
Hong Kong
$867K +$867K +5,008 New
SIA
2475
Schear Investment Advisers
Ohio
$866K +$2.77K +16 +0.3%
97 98
99
100 101