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Colgate-Palmolive

1,427 hedge funds and large institutions have $38.8B invested in Colgate-Palmolive in 2018 Q4 according to their latest regulatory filings, with 154 funds opening new positions, 393 increasing their positions, 641 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more call options, than puts

Call options by funds: $721M | Put options by funds: $403M

41% more first-time investments, than exits

New positions opened: 154 | Existing positions closed: 109

37% more funds holding in top 10

Funds holding in top 10: 1926 (+7)

2% more funds holding

Funds holding: 1,3941,427 (+33)

0.16% more ownership

Funds ownership: 75.81%75.97% (+0.16%)

12% less capital invested

Capital invested by funds: $43.9B → $38.8B (-$5.13B)

39% less repeat investments, than reductions

Existing positions increased: 393 | Existing positions reduced: 641

Holders
1,427
Holders Change
+33
Holders Change %
+2.37%
% of All Funds
31.79%
Holding in Top 10
26
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+36.84%
% of All Funds
0.58%
New
154
Increased
393
Reduced
641
Closed
109
Calls
$721M
Puts
$403M
Net Calls
+$319M
Net Calls Change
+$384M
Name Holding Trade Value Shares
Change
Change in
Stake
WIM
476
Waverton Investment Management
United Kingdom
$2.87M -$380K -6,080 -11%
BBI
477
Baxter Bros Inc
Connecticut
$2.86M -$196K -3,136 -6%
SNT
478
Security National Trust
West Virginia
$2.86M -$10.6K -170 -0.4%
CT
479
Coastline Trust
Rhode Island
$2.83M -$169K -2,700 -5%
II
480
IFM Investors
Australia
$2.83M +$262K +4,180 +10%
TCOV
481
Trust Company of Vermont
Vermont
$2.82M -$114K -1,825 -4%
COPPSERS
482
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.82M -$1.49M -23,892 -34%
SPIA
483
Steward Partners Investment Advisory
New York
$2.79M -$74.8K -1,196 -2%
SFS
484
Strategic Financial Services
New York
$2.78M -$45.5K -728 -2%
Marshall Wace
485
Marshall Wace
United Kingdom
$2.78M +$17.8K +284 +0.6%
EWM
486
Evercore Wealth Management
New York
$2.75M -$147K -2,355 -5%
LCP
487
Legacy Capital Partners
Wisconsin
$2.74M -$5.94K -95 -0.2%
Fayez Sarofim & Co
488
Fayez Sarofim & Co
Texas
$2.72M -$20K -320 -0.7%
LSERS
489
Louisiana State Employees Retirement System
Louisiana
$2.71M -$332K -5,300 -10%
DAM
490
Diamant Asset Management
Connecticut
$2.7M -$130K -2,075 -4%
PAM
491
Panagora Asset Management
Massachusetts
$2.69M +$41.6K +665 +1%
WCM
492
Weld Capital Management
New York
$2.69M +$2.83M +45,229 New
III
493
Independent Investors Inc
New York
$2.68M -$113K -1,800 -4%
FMT
494
First Mercantile Trust
Tennessee
$2.67M +$78.7K +1,258 +3%
EP
495
Elkfork Partners
Oregon
$2.66M +$191K +3,060 +7%
Federated Hermes
496
Federated Hermes
Pennsylvania
$2.66M -$9.71M -155,250 -78%
PSUF
497
People's United Financial
Connecticut
$2.65M -$747K -11,935 -21%
Hudson Bay Capital Management
498
Hudson Bay Capital Management
Connecticut
$2.65M +$2.78M +44,500 New
DC
499
Davenport & Co
Virginia
$2.63M +$3.38K +54 +0.1%
BDWM
500
Brewin Dolphin Wealth Management
Ireland
$2.63M -$25K -400 -0.9%

CL Hedge Fund Activity: Q4 2018 in Review

1,427 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Colgate-Palmolive (CL) for Q4 2018, worth a combined $38.8B — down 12% from $43.9B a quarter earlier.

Buyers outnumbered sellers: 154 funds opened new CL positions and 109 closed out — a net gain of 45 holders — while 393 added to existing stakes and 641 trimmed.

The largest buyer was BlackRock, adding an estimated $453M. The largest seller was UBS Group, cutting an estimated $665M.

  • 1,427 institutional investors held Colgate-Palmolive (CL) as of Q4 2018, up from 1,394 in Q3 2018.
  • Funds reported $38.8B of Colgate-Palmolive stock for Q4 2018, down 12% quarter-over-quarter.
  • 154 funds opened new Colgate-Palmolive positions in Q4 2018 and 109 closed out, a net change of +45 holders.
  • The largest Colgate-Palmolive buyer in Q4 2018 was BlackRock, an estimated $453M added.
  • The largest Colgate-Palmolive seller in Q4 2018 was UBS Group, an estimated $665M sold.

Based on aggregated 13F filings for Q4 2018.