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Colgate-Palmolive

1,189 hedge funds and large institutions have $42.7B invested in Colgate-Palmolive in 2014 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 426 increasing their positions, 482 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 47

0% less funds holding

Funds holding: 1,1931,189 (-4)

1.45% less ownership

Funds ownership: 73.19%71.74% (-1.4%)

7% less capital invested

Capital invested by funds: $45.6B → $42.7B (-$2.98B)

12% less repeat investments, than reductions

Existing positions increased: 426 | Existing positions reduced: 482

14% less call options, than puts

Call options by funds: $284M | Put options by funds: $331M

33% less funds holding in top 10

Funds holding in top 10: 4027 (-13)

Holders
1,189
Holders Change
-4
Holders Change %
-0.34%
% of All Funds
34.49%
Holding in Top 10
27
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-32.5%
% of All Funds
0.78%
New
50
Increased
426
Reduced
482
Closed
47
Calls
$284M
Puts
$331M
Net Calls
-$47.3M
Net Calls Change
-$56.3M
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
451
ARS Investment Partners
New York
$3.65M +$96.3K +1,460 +3%
LBC
452
Lowe Brockenbrough & Co
Virginia
$3.62M -$646K -9,800 -15%
PRA
453
Parametric Risk Advisors
Connecticut
$3.59M
BTNA
454
Bremer Trust National Association
Minnesota
$3.58M +$69.5K +1,054 +2%
RJFSA
455
Raymond James Financial Services Advisors
Florida
$3.58M +$92.5K +1,402 +3%
CAM
456
Cypress Asset Management
Texas
$3.57M -$17.5K -265 -0.5%
WCF
457
West Coast Financial
California
$3.56M +$173K +2,618 +5%
RIG
458
Renaissance Investment Group
Massachusetts
$3.54M +$171K +2,595 +5%
LMGAM
459
Liberty Mutual Group Asset Management
Massachusetts
$3.53M -$90.2K -1,368 -2%
RB
460
Rodgers Brothers
Pennsylvania
$3.52M -$46.2K -700 -1%
OC
461
Oppenheimer & Co
New York
$3.51M +$187K +2,833 +6%
Thrivent Financial for Lutherans
462
Thrivent Financial for Lutherans
Minnesota
$3.48M -$299K -4,532 -8%
SNT
463
Security National Trust
West Virginia
$3.47M +$27.8K +422 +0.8%
MRCM
464
M&R Capital Management
New Jersey
$3.45M -$1.98K -30 -0.1%
TAM
465
Trillium Asset Management
Massachusetts
$3.44M -$254K -3,855 -7%
D.E. Shaw & Co
466
D.E. Shaw & Co
New York
$3.42M +$3.46M +52,493 New
CCT
467
Capital City Trust
Florida
$3.41M +$86.1K +1,305 +3%
RBA
468
Richard Bernstein Advisors
New York
$3.39M
VIP
469
Vantage Investment Partners
Missouri
$3.38M +$35.6K +540 +1%
ECAM
470
East Coast Asset Management
Massachusetts
$3.34M +$48.3K +732 +1%
BWFA
471
Baltimore-Washington Financial Advisors
Maryland
$3.33M -$40.2K -610 -1%
YIA
472
YHB Investment Advisors
Connecticut
$3.32M +$47.4K +718 +1%
SIM
473
Sentry Investment Management
Wisconsin
$3.32M -$164K -2,492 -5%
WSTAM
474
Wilbanks Smith & Thomas Asset Management
Virginia
$3.31M -$95.7K -1,451 -3%
Cambridge Investment Research Advisors
475
Cambridge Investment Research Advisors
Iowa
$3.31M -$403K -6,114 -11%

CL Hedge Fund Activity: Q3 2014 in Review

1,189 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Colgate-Palmolive (CL) for Q3 2014, worth a combined $42.7B — down 6.5% from $45.6B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new CL positions and 47 closed out — a net gain of 3 holders — while 426 added to existing stakes and 482 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $209M. The largest seller was Norges Bank, cutting an estimated $380M.

  • 1,189 institutional investors held Colgate-Palmolive (CL) as of Q3 2014, down from 1,193 in Q2 2014.
  • Funds reported $42.7B of Colgate-Palmolive stock for Q3 2014, down 6.5% quarter-over-quarter.
  • 50 funds opened new Colgate-Palmolive positions in Q3 2014 and 47 closed out, a net change of +3 holders.
  • The largest Colgate-Palmolive buyer in Q3 2014 was JP Morgan Chase, an estimated $209M added.
  • The largest Colgate-Palmolive seller in Q3 2014 was Norges Bank, an estimated $380M sold.

Based on aggregated 13F filings for Q3 2014.