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Colgate-Palmolive

1,474 hedge funds and large institutions have $48.9B invested in Colgate-Palmolive in 2017 Q4 according to their latest regulatory filings, with 194 funds opening new positions, 442 increasing their positions, 554 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

185% more first-time investments, than exits

New positions opened: 194 | Existing positions closed: 68

9% more funds holding

Funds holding: 1,3571,474 (+117)

3% more capital invested

Capital invested by funds: $47.6B → $48.9B (+$1.32B)

0.07% less ownership

Funds ownership: 74.03%73.96% (-0.07%)

9% less funds holding in top 10

Funds holding in top 10: 3229 (-3)

20% less repeat investments, than reductions

Existing positions increased: 442 | Existing positions reduced: 554

36% less call options, than puts

Call options by funds: $351M | Put options by funds: $546M

Holders
1,474
Holders Change
+117
Holders Change %
+8.62%
% of All Funds
33.42%
Holding in Top 10
29
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.38%
% of All Funds
0.66%
New
194
Increased
442
Reduced
554
Closed
68
Calls
$351M
Puts
$546M
Net Calls
-$195M
Net Calls Change
-$487M
Name Holding Trade Value Shares
Change
Change in
Stake
KCM
351
Kingdon Capital Management
New York
$7.45M +$5.22M +71,458 +262%
GAM
352
GuardCap Asset Management
United Kingdom
$7.42M +$7.18M +98,335 New
JG
353
Jefferies Group
New York
$7.41M +$4.55M +62,247 +173%
CIBC Asset Management
354
CIBC Asset Management
Ontario, Canada
$7.41M -$453K -6,200 -6%
B
355
BP
United Kingdom
$7.4M
LIC
356
Lodestar Investment Counsel
Illinois
$7.4M -$56.2K -769 -0.8%
FTIOP
357
Fiduciary Trust International of Pennsylvania
Pennsylvania
$7.39M +$547K +7,493 +8%
WT
358
Whittier Trust
California
$7.39M -$821K -11,239 -10%
TRSOTSOK
359
Teachers Retirement System of the State of Kentucky
Kentucky
$7.27M
BOIA
360
Bush ODonnell Investment Advisors
Missouri
$7.26M -$448K -6,134 -6%
GT
361
Greenleaf Trust
Michigan
$7.15M -$68.2K -934 -1%
BHIA
362
Birch Hill Investment Advisors
Massachusetts
$7.12M -$185K -2,535 -3%
BSA
363
Braun Stacey Associates
New York
$7.09M +$1.92M +26,335 +39%
OPERF
364
Oregon Public Employees Retirement Fund
Oregon
$7.07M
CA
365
Cullinan Associates
Kentucky
$7.02M -$256K -3,500 -4%
QIM
366
Quantitative Investment Management
Virginia
$6.99M +$6.76M +92,600 New
MPM
367
Meritage Portfolio Management
Kansas
$6.98M -$160K -2,185 -2%
RSVP
368
Ramsay Stattman Vela & Price
Colorado
$6.96M -$20.8K -285 -0.3%
VW
369
Vantage Wealth
California
$6.92M
AAM
370
Autus Asset Management
Arizona
$6.91M -$21.1K -289 -0.3%
CAM
371
Congress Asset Management
Massachusetts
$6.87M -$46.4M -635,724 -87%
KCM
372
Kanawha Capital Management
Virginia
$6.79M +$38.7K +530 +0.6%
SAM
373
Securian Asset Management
Minnesota
$6.74M +$12.3K +169 +0.2%
TBA
374
Tower Bridge Advisors
Pennsylvania
$6.74M -$472K -6,463 -7%
BBHC
375
Brown Brothers Harriman & Co
New York
$6.73M -$53.8K -737 -0.8%

CL Hedge Fund Activity: Q4 2017 in Review

1,474 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Colgate-Palmolive (CL) for Q4 2017, worth a combined $48.9B — up 2.8% from $47.6B a quarter earlier.

Buyers outnumbered sellers: 194 funds opened new CL positions and 68 closed out — a net gain of 126 holders — while 442 added to existing stakes and 554 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $258M. The largest seller was Baillie Gifford & Co, exiting entirely with an estimated $347M sold.

  • 1,474 institutional investors held Colgate-Palmolive (CL) as of Q4 2017, up from 1,357 in Q3 2017.
  • Funds reported $48.9B of Colgate-Palmolive stock for Q4 2017, up 2.8% quarter-over-quarter.
  • 194 funds opened new Colgate-Palmolive positions in Q4 2017 and 68 closed out, a net change of +126 holders.
  • The largest Colgate-Palmolive buyer in Q4 2017 was Morgan Stanley, an estimated $258M added.
  • The largest Colgate-Palmolive seller in Q4 2017 was Baillie Gifford & Co, an estimated $347M sold.

Based on aggregated 13F filings for Q4 2017.