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Colgate-Palmolive

1,226 hedge funds and large institutions have $46.1B invested in Colgate-Palmolive in 2015 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 370 increasing their positions, 541 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more call options, than puts

Call options by funds: $297M | Put options by funds: $199M

3% more funds holding in top 10

Funds holding in top 10: 3031 (+1)

2% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 58

0.06% more ownership

Funds ownership: 73.48%73.54% (+0.06%)

0% less capital invested

Capital invested by funds: $46.2B → $46.1B (-$187M)

1% less funds holding

Funds holding: 1,2411,226 (-15)

32% less repeat investments, than reductions

Existing positions increased: 370 | Existing positions reduced: 541

Holders
1,226
Holders Change
-15
Holders Change %
-1.21%
% of All Funds
32.66%
Holding in Top 10
31
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.33%
% of All Funds
0.83%
New
59
Increased
370
Reduced
541
Closed
58
Calls
$297M
Puts
$199M
Net Calls
+$98.5M
Net Calls Change
+$17M
Name Holding Trade Value Shares
Change
Change in
Stake
ATO
26
Alecta Tjanstepension Omsesidigt
Sweden
$349M
Morgan Stanley
27
Morgan Stanley
New York
$347M -$39.5M -571,976 -10%
First Eagle Investment Management
28
First Eagle Investment Management
New York
$338M +$2.52M +36,475 +0.8%
Franklin Resources
29
Franklin Resources
California
$311M +$1.81M +26,249 +0.6%
UBS AM
30
UBS AM
Illinois
$293M -$11M -159,081 -4%
Deutsche Bank
31
Deutsche Bank
Germany
$281M +$32.2M +465,669 +13%
TCIM
32
TIAA CREF Investment Management
New York
$266M -$22.3M -322,638 -8%
AllianceBernstein
33
AllianceBernstein
Tennessee
$260M +$16.2M +234,008 +7%
Legal & General Group
34
Legal & General Group
United Kingdom
$253M -$4.6M -66,503 -2%
MC
35
Montag & Caldwell
Georgia
$242M -$22.9M -331,000 -9%
JIM
36
Jensen Investment Management
Oregon
$230M -$16M -232,089 -7%
HL
37
Harding Loevner
New Jersey
$221M +$2.69M +38,887 +1%
AIM
38
abrdn Investment Management
United Kingdom
$203M +$39.4M +569,548 +24%
RFC
39
Russell Frank Company
Washington
$193M -$50.1M -724,600 -21%
Charles Schwab
40
Charles Schwab
California
$192M +$10.6M +153,063 +6%
JFL
41
Jarislowsky, Fraser Ltd
Quebec, Canada
$185M -$6.85M -99,178 -4%
California Public Employees Retirement System
42
California Public Employees Retirement System
California
$181M
HCM
43
Herndon Capital Management
Georgia
$176M -$20.1M -290,712 -10%
William Blair & Company
44
William Blair & Company
Illinois
$173M -$36.7M -531,251 -18%
New York State Common Retirement Fund
45
New York State Common Retirement Fund
New York
$172M -$3.11M -44,994 -2%
T. Rowe Price Associates
46
T. Rowe Price Associates
Maryland
$171M -$2.15M -31,098 -1%
Mackenzie Financial
47
Mackenzie Financial
Ontario, Canada
$168M +$5.29M +76,495 +3%
Sumitomo Mitsui Trust Group
48
Sumitomo Mitsui Trust Group
Japan
$168M +$13.5M +195,369 +9%
SGA
49
Sustainable Growth Advisers
Connecticut
$167M -$7.05M -102,014 -4%
Mitsubishi UFJ Trust & Banking
50
Mitsubishi UFJ Trust & Banking
Japan
$166M +$2.01M +29,117 +1%

CL Hedge Fund Activity: Q1 2015 in Review

1,226 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Colgate-Palmolive (CL) for Q1 2015, worth a combined $46.1B — down 0.4% from $46.2B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new CL positions and 58 closed out — a net gain of 1 holder — while 370 added to existing stakes and 541 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $390M. The largest seller was State Street, cutting an estimated $238M.

  • 1,226 institutional investors held Colgate-Palmolive (CL) as of Q1 2015, down from 1,241 in Q4 2014.
  • Funds reported $46.1B of Colgate-Palmolive stock for Q1 2015, down 0.4% quarter-over-quarter.
  • 59 funds opened new Colgate-Palmolive positions in Q1 2015 and 58 closed out, a net change of +1 holder.
  • The largest Colgate-Palmolive buyer in Q1 2015 was Massachusetts Financial Services, an estimated $390M added.
  • The largest Colgate-Palmolive seller in Q1 2015 was State Street, an estimated $238M sold.

Based on aggregated 13F filings for Q1 2015.