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Colgate-Palmolive

1,621 hedge funds and large institutions have $47.5B invested in Colgate-Palmolive in 2023 Q3 according to their latest regulatory filings, with 101 funds opening new positions, 504 increasing their positions, 668 reducing their positions, and 140 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.79% more ownership

Funds ownership: 79.73%80.51% (+0.79%)

4% less funds holding

Funds holding: 1,6801,621 (-59)

7% less capital invested

Capital invested by funds: $51B → $47.5B (-$3.49B)

22% less call options, than puts

Call options by funds: $393M | Put options by funds: $502M

23% less funds holding in top 10

Funds holding in top 10: 1310 (-3)

25% less repeat investments, than reductions

Existing positions increased: 504 | Existing positions reduced: 668

28% less first-time investments, than exits

New positions opened: 101 | Existing positions closed: 140

Holders
1,621
Holders Change
-59
Holders Change %
-3.51%
% of All Funds
25.72%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.16%
New
101
Increased
504
Reduced
668
Closed
140
Calls
$393M
Puts
$502M
Net Calls
-$109M
Net Calls Change
-$318M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
401
Spire Wealth Management
Virginia
$4.35M +$4.08M +54,578 +835%
CDH
402
Charles D. Hyman
$4.34M -$7.1K -95 -0.2%
EW
403
Evoke Wealth
California
$4.28M -$54.7K -731 -1%
CWG
404
Cornerstone Wealth Group
North Carolina
$4.28M -$103K -1,374 -2%
TIAA Trust, National Association
405
TIAA Trust, National Association
North Carolina
$4.27M +$4.49M +60,103 New
CCT
406
Capital City Trust
Florida
$4.26M -$123K -1,639 -3%
HWM
407
HB Wealth Management
Georgia
$4.25M +$129K +1,725 +3%
BST
408
Bath Savings Trust
Maine
$4.25M -$15K -200 -0.3%
SAM
409
Securian Asset Management
Minnesota
$4.22M -$700K -9,360 -14%
BCCM
410
Bridge Creek Capital Management
Massachusetts
$4.2M +$16.6K +222 +0.4%
CA
411
Clearstead Advisors
Ohio
$4.18M +$2.28M +30,556 +108%
LIM
412
Leavell Investment Management
Alabama
$4.16M -$10.7K -143 -0.2%
DIA
413
Dana Investment Advisors
Wisconsin
$4.15M -$67.6K -904 -2%
AI
414
Atria Investments
North Carolina
$4.12M +$30.1K +402 +0.7%
NIM
415
Northeast Investment Management
Massachusetts
$4.1M -$112K -1,501 -3%
SAM
416
Silvercrest Asset Management
New York
$4.08M -$46.4K -620 -1%
TFA
417
Toth Financial Advisory
Virginia
$4.05M -$41K -548 -1%
HIMCH
418
Hartford Investment Management Co (HIMCO)
Connecticut
$4M -$140K -1,870 -3%
M
419
Mirova
France
$3.96M -$581K -7,771 -12%
TAIM
420
Te Ahumairangi Investment Management
New Zealand
$3.95M +$68K +910 +2%
BG
421
Bollard Group
Massachusetts
$3.9M -$777K -10,392 -16%
PFO
422
Pathstone Family Office
New Jersey
$3.89M +$1.96M +26,161 +94%
GIA
423
Guyasuta Investment Advisors
Pennsylvania
$3.85M -$15K -200 -0.4%
ACIM
424
Azimuth Capital Investment Management
Michigan
$3.76M
HTC
425
Haverford Trust Company
Pennsylvania
$3.76M -$191K -2,560 -5%

CL Hedge Fund Activity: Q3 2023 in Review

1,621 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Colgate-Palmolive (CL) for Q3 2023, worth a combined $47.5B — down 6.8% from $51B a quarter earlier.

Sellers outnumbered buyers: 140 funds closed out of CL and 101 opened new positions — a net loss of 39 holders — while 668 trimmed existing stakes and 504 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $765M. The largest seller was BlackRock, cutting an estimated $229M.

  • 1,621 institutional investors held Colgate-Palmolive (CL) as of Q3 2023, down from 1,680 in Q2 2023.
  • Funds reported $47.5B of Colgate-Palmolive stock for Q3 2023, down 6.8% quarter-over-quarter.
  • 101 funds opened new Colgate-Palmolive positions in Q3 2023 and 140 closed out, a net change of -39 holders.
  • The largest Colgate-Palmolive buyer in Q3 2023 was T. Rowe Price Associates, an estimated $765M added.
  • The largest Colgate-Palmolive seller in Q3 2023 was BlackRock, an estimated $229M sold.

Based on aggregated 13F filings for Q3 2023.