Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Procter & Gamble Co (PG)

4K + Investors. Track Smart Money conviction in PG. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +47
Streak
3Q ▲
Buyers last Q
50%

Smart Money Signals — PG

Based on 4044 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added PG than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
4,044 hedge funds hold PG right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +4% more funds vs a year ago

fund count last 6Q
+151 new funds entered over the past year (+4% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 50% buying

1917 buying1920 selling
Last quarter: 1,917 funds bought or added vs 1,920 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-31 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 195 → 411 → 273 → 242. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

74% of holders stayed for 2+ years

■ 74% conviction (2yr+) ■ 14% medium ■ 12% new
2,990 out of 4,044 hedge funds have held PG for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares +34%, value +5%

Value
+4%
Shares
+34%
Last quarter: funds added +34% more shares while total portfolio value only changed +5%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📊

Peak discovery — momentum slowing

199 → 195 → 411 → 273 → 242 new funds/Q
New funds entering each quarter: 195 → 411 → 273 → 242. PG is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 75% veterans vs 14% newcomers

■ 75% veterans ■ 11% 1-2yr ■ 14% new
Entry-cohort mix of 4,140 holders: 3,097 (75%) are 2+ year veterans, 476 entered 1–2 years ago, and 567 (14%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 61% AUM from top-100 funds

61% from top-100 AUM funds
72 of 4031 holders are among the 100 largest funds by AUM, controlling 61% of total institutional value in PG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — PG

In 2026 Q2, 1917 hedge funds were net buyers of PG (242 opened a new position, 1675 added to an existing one), while 1920 reduced or exited (1725 trimmed, 195 sold completely) — a 50% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 61% of total institutional value in PG is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +47 funds (more new holders than closures). Total institutional holders: 4044.

Hedge Fund Ownership: PG

How many hedge funds hold PG — quarterly history vs. share price
Quarterly hedge fund ownership of PG vs. share price

Market Analysis: PG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PG

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

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Smart Money Signal ?
Strong Institutional Conviction

Multiple high-quality funds hold meaningful positions with strong conviction.

96 top-rated funds 53 high-conviction
Consensus
8.6
/ 10
breadth
×
Elite
7.1
/ 10
conviction
Hedge Fund Positioning: PG
2026 Q3 Stats Unlock in 45 days 4K + Investors

Track Smart Money conviction in PG. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 3984 3997 -0.33%
13F Shares 1.65B 1.62B 2.15%
Total Value $232.49B $225.56B 3.07%
New Positions 221 273 -52
Increased Positions 1649 1681 -32
Closed Positions 221 270 -49
Reduced Positions 1678 1635 +43
Total Calls 57 47 21.28%
Total Puts 49 42 16.67%
PUT/CALL Ratio 0.86 0.89 Neutral

Statistics: PG

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Valuation Measures Data as of: --

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Price/Book (mrq) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
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Income Statement & Cash Flow
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Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q2)

4K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in PG. Verified SEC 13F-HR filings.

QUARTER:
Top 25 PG holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Roberts Foundation 100.00% 239,639 $35.1M
2 Altium Investment Strategies LLC 21.32% 100,702 $14.8M
3 Pincus Capital Management, LP 20.72% 237,023 $34.8M
4 Vega Investment Solutions 13.67% 656,894 $96.3M
5 Ilex Capital Partners (UK) LLP 11.23% 3,734,666 $547.7M
6 Schulhoff & Co Inc 8.98% 152,478 $22.4M
7 Hook Mill Capital Partners, LP 6.15% 451,777 $66.2M
8 Formidable Asset Management, LLC 5.80% 252,440 $36.5M
9 Wealth Dimensions Group, Ltd. 5.36% 203,926 $29.9M
10 Armstrong Henry H Associates Inc 4.97% 349,810 $51.3M
11 Knuff & Co LLC 4.69% 126,346 $18.5M
12 Hengehold Capital Management LLC 4.69% 411,955 $60.4M
13 Slocum, Gordon & Co LLP 4.66% 47,795 $7.0M
14 Heritage Wealth Management, Inc. 4.59% 125,340 $18.4M
15 Atlas Capital Advisors INC. 4.49% 271,681 $39.2M
16 Fundsmith LLP 4.38% 4,078,371 $598.1M
17 Kellett Wealth Advisors, LLC 4.37% 64,022 $9.4M
18 Carlson Capital, L.P. 4.30% 144,934 $21.3M
19 Cane Capital Partners, LLC 4.24% 73,134 $10.7M
20 Pekao Towarzystwo Funduszy Inwestycyjnych S.A. 4.12% 44,247 $6.5M
21 Stone House Investment Management, LLC 4.02% 205,993 $30.2M
22 Trace Wealth Advisors, LLC 3.93% 40,977 $6.0M
23 Shoker Investment Counsel, Inc. 3.93% 106,814 $15.7M
24 Yacktman Asset Management LP 3.56% 1,963,488 $287.9M
25 Rit Capital Partners plc 3.54% 149,800 $21.9M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

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Frequently Asked Questions — Procter & Gamble Co (PG)

What does the Smart Money Trend signal show for PG?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added PG than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for PG?

Slight buying edge — 50% buying: Last quarter: 1,917 funds bought or added vs 1,920 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for PG holders?

Elite ownership — 61% AUM from top-100 funds: 72 of 4031 holders are among the 100 largest funds by AUM, controlling 61% of total institutional value in PG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held PG?

74% of holders stayed for 2+ years: 2,990 out of 4,044 hedge funds have held PG for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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