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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
AP
501
Appleton Partners
Massachusetts
$2.98M -$23.3K -353 -0.8%
CPIM
502
Columbia Partners Investment Management
Virginia
$2.97M -$559K -8,482 -16%
EWA
503
Exencial Wealth Advisors
Oklahoma
$2.97M +$72.2K +1,094 +2%
AF
504
Arrow Financial
New York
$2.96M -$523K -7,930 -15%
SSB
505
Sandy Spring Bank
Maryland
$2.95M +$34.5K +523 +1%
FFBTD
506
First Financial Bank - Trust Division
Ohio
$2.94M +$69.9K +1,060 +2%
PFM
507
Parsec Financial Management
North Carolina
$2.93M -$39.6K -600 -1%
WAM
508
Weatherly Asset Management
California
$2.91M -$17.7K -269 -0.6%
NFG
509
NewFocus Financial Group
Washington
$2.91M -$282K -4,271 -9%
SHA
510
Smith Hayes Advisers
Nebraska
$2.87M -$170K -2,585 -6%
JEW
511
Jamison Eaton & Wood
New Jersey
$2.85M +$52.5K +796 +2%
TCOV
512
Trust Company of Vermont
Vermont
$2.84M -$12.3K -187 -0.4%
FPA
513
Fieldpoint Private Advisors
New York
$2.8M -$78.2K -1,185 -3%
APFBOT
514
Amica Pension Fund Board of Trustees
Rhode Island
$2.79M
DnB Asset Management
515
DnB Asset Management
Norway
$2.78M +$152K +2,300 +6%
Creative Planning
516
Creative Planning
Kansas
$2.78M +$147K +2,226 +6%
FAAS
517
First Allied Advisory Services
California
$2.77M -$21.7K -329 -0.8%
PWAP
518
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$2.77M -$9.17K -139 -0.3%
WEC
519
Winslow Evans & Crocker
Massachusetts
$2.75M +$335K +5,072 +14%
ZAM
520
Zevin Asset Management
Massachusetts
$2.74M +$162K +2,450 +6%
KAM
521
Kokusai Asset Management
Japan
$2.73M -$178K -2,700 -6%
FMWA
522
Forvis Mazars Wealth Advisors
Missouri
$2.7M +$18.9K +286 +0.7%
CCG
523
Cypress Capital Group
Florida
$2.65M -$26.4K -400 -1%
AP
524
Atwood & Palmer
Missouri
$2.65M +$2.59M +39,341 +2,419%
SFM
525
Sphera Funds Management
Israel
$2.62M -$508K -7,700 -16%

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.