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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
EWM
476
Endurance Wealth Management
Rhode Island
$3.08M -$260K -3,755 -8%
TCOV
477
Trust Company of Vermont
Vermont
$3.08M +$18.2K +263 +0.6%
DC
478
Davenport & Co
Virginia
$3.07M -$20.3K -293 -0.7%
NFG
479
NewFocus Financial Group
Washington
$3.06M -$49.6K -717 -2%
JEW
480
Jamison Eaton & Wood
New Jersey
$3.06M +$26.3K +380 +0.9%
AMIM
481
Aull & Monroe Investment Management
Alabama
$3.04M -$31.1K -450 -1%
SSB
482
Sandy Spring Bank
Maryland
$3.04M -$2.28K -33 -0.1%
FFBTD
483
First Financial Bank - Trust Division
Ohio
$3.03M -$65.5K -948 -2%
PCM
484
Parsons Capital Management
Rhode Island
$3.03M -$199K -2,877 -6%
SHA
485
Smith Hayes Advisers
Nebraska
$3.02M -$17.4K -252 -0.6%
ZAM
486
Zevin Asset Management
Massachusetts
$3.01M +$12.4K +180 +0.4%
FPA
487
Fieldpoint Private Advisors
New York
$3M -$15.2K -220 -0.5%
APFBOT
488
Amica Pension Fund Board of Trustees
Rhode Island
$2.96M
SLI
489
Sumitomo Life Insurance
Japan
$2.96M -$313K -4,523 -10%
LPC
490
Loeb Partners Corp
New York
$2.96M
FMWA
491
Forvis Mazars Wealth Advisors
Missouri
$2.93M +$5.6K +81 +0.2%
BG
492
Bollard Group
Massachusetts
$2.93M +$211K +3,049 +8%
PWAP
493
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$2.92M -$15.9K -230 -0.5%
AP
494
Appleton Partners
Massachusetts
$2.88M -$241K -3,483 -8%
RHDIC
495
R.H. Dinel Investment Counsel
California
$2.87M -$401K -5,800 -12%
STB
496
S&T Bank
Pennsylvania
$2.87M +$188K +2,723 +7%
PAG
497
Private Advisor Group
New Jersey
$2.86M +$67K +969 +2%
WAM
498
Weatherly Asset Management
California
$2.8M -$177K -2,567 -6%
GC
499
Grace Capital
Massachusetts
$2.79M -$4.05M -58,651 -59%
AP
500
Atwood & Palmer
Missouri
$2.79M -$27.6K -400 -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.