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Colgate-Palmolive

1,417 hedge funds and large institutions have $42.7B invested in Colgate-Palmolive in 2018 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 457 increasing their positions, 599 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.06% more ownership

Funds ownership: 74.64%75.7% (+1.1%)

6% less call options, than puts

Call options by funds: $415M | Put options by funds: $439M

9% less first-time investments, than exits

New positions opened: 85 | Existing positions closed: 93

1% less funds holding

Funds holding: 1,4381,417 (-21)

9% less capital invested

Capital invested by funds: $46.7B → $42.7B (-$4.04B)

17% less funds holding in top 10

Funds holding in top 10: 2420 (-4)

24% less repeat investments, than reductions

Existing positions increased: 457 | Existing positions reduced: 599

Holders
1,417
Holders Change
-21
Holders Change %
-1.46%
% of All Funds
32.44%
Holding in Top 10
20
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-16.67%
% of All Funds
0.46%
New
85
Increased
457
Reduced
599
Closed
93
Calls
$415M
Puts
$439M
Net Calls
-$24.2M
Net Calls Change
+$53.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Thrivent Financial for Lutherans
501
Thrivent Financial for Lutherans
Minnesota
$2.79M +$11.1K +169 +0.4%
GCA
502
Gideon Capital Advisors
New York
$2.77M +$2.79M +42,725 New
NEI
503
Northwest & Ethical Investments
Ontario, Canada
$2.72M -$1.52M -23,305 -36%
ECM
504
ETrade Capital Management
Virginia
$2.71M +$80.7K +1,234 +3%
WC
505
Woodstock Corp
Massachusetts
$2.66M -$213K -3,250 -7%
Nomura Holdings
506
Nomura Holdings
Japan
$2.64M -$4.56M -69,680 -63%
Baird Financial Group
507
Baird Financial Group
Wisconsin
$2.64M -$121K -1,846 -4%
SPIA
508
Steward Partners Investment Advisory
New York
$2.64M +$352K +5,382 +15%
Pacer Advisors
509
Pacer Advisors
Pennsylvania
$2.63M +$446K +6,820 +20%
LBC
510
Lowe Brockenbrough & Co
Virginia
$2.61M
JWM
511
JGP Wealth Management
Oregon
$2.6M +$2.62M +40,086 New
FMWA
512
Forvis Mazars Wealth Advisors
Missouri
$2.6M -$612K -9,358 -19%
NSEDCP
513
NJ State Employees Deferred Compensation Plan
New Jersey
$2.59M
AMIM
514
Aull & Monroe Investment Management
Alabama
$2.58M -$13.1K -200 -0.5%
PS
515
Pensionfund Sabic
Netherlands
$2.54M
FMT
516
First Mercantile Trust
Tennessee
$2.5M -$254K -3,878 -9%
CIC
517
Crawford Investment Counsel
Georgia
$2.5M -$27.8K -425 -1%
WSFS
518
Wilmington Savings Fund Society
Delaware
$2.48M -$20K -306 -0.8%
WCF
519
West Coast Financial
California
$2.48M +$16.2K +247 +0.6%
CEP
520
Chicago Equity Partners
Illinois
$2.48M +$511K +7,805 +26%
NB
521
NBT Bank
New York
$2.43M -$892K -13,639 -27%
Twin Tree Management
522
Twin Tree Management
Texas
$2.43M +$1.59M +24,238 +182%
CCG
523
Cypress Capital Group
Florida
$2.43M -$35.3K -540 -1%
HPIA
524
Hamilton Point Investment Advisors
North Carolina
$2.43M +$46.4K +710 +2%
II
525
IFM Investors
Australia
$2.42M +$733K +11,208 +43%

CL Hedge Fund Activity: Q2 2018 in Review

1,417 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Colgate-Palmolive (CL) for Q2 2018, worth a combined $42.7B — down 8.7% from $46.7B a quarter earlier.

Sellers outnumbered buyers: 93 funds closed out of CL and 85 opened new positions — a net loss of 8 holders — while 599 trimmed existing stakes and 457 added.

The largest buyer was Loomis, Sayles & Company, adding an estimated $626M. The largest seller was Fidelity Investments, cutting an estimated $431M.

  • 1,417 institutional investors held Colgate-Palmolive (CL) as of Q2 2018, down from 1,438 in Q1 2018.
  • Funds reported $42.7B of Colgate-Palmolive stock for Q2 2018, down 8.7% quarter-over-quarter.
  • 85 funds opened new Colgate-Palmolive positions in Q2 2018 and 93 closed out, a net change of -8 holders.
  • The largest Colgate-Palmolive buyer in Q2 2018 was Loomis, Sayles & Company, an estimated $626M added.
  • The largest Colgate-Palmolive seller in Q2 2018 was Fidelity Investments, an estimated $431M sold.

Based on aggregated 13F filings for Q2 2018.