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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
PIA
526
Piedmont Investment Advisors
North Carolina
$2.41M -$6.04M -92,357 -71%
EWM
527
Endurance Wealth Management
Rhode Island
$2.4M -$13.1K -200 -0.5%
KRS
528
Kentucky Retirement Systems
Kentucky
$2.4M -$566K -8,646 -19%
MRCM
529
M&R Capital Management
New Jersey
$2.39M -$45.8K -700 -2%
WWM
530
Willingdon Wealth Management
North Carolina
$2.38M +$125K +1,913 +5%
Mariner
531
Mariner
Kansas
$2.38M +$460K +7,031 +24%
PG
532
Pendal Group
Australia
$2.37M +$530K +8,097 +28%
BFA
533
Bragg Financial Advisors
North Carolina
$2.36M -$181K -2,760 -7%
WAM
534
Weatherly Asset Management
California
$2.35M
AWP
535
Ascent Wealth Partners
New York
$2.33M +$12.2K +186 +0.5%
IEFM
536
IQ EQ Fund Management
Ireland
$2.31M +$2.33M +35,675 New
BCMO
537
Buckingham Capital Management (Ohio)
Ohio
$2.3M +$74.6K +1,141 +3%
LMGAM
538
Liberty Mutual Group Asset Management
Massachusetts
$2.26M -$15.6K -239 -0.7%
CFG
539
Citizens Financial Group
Rhode Island
$2.26M -$98.7K -1,509 -4%
WTC
540
WhitTier Trust Company
Nevada
$2.25M -$92.5K -1,414 -4%
UB
541
UMB Bank
Missouri
$2.25M -$49.9K -763 -2%
CK
542
Cohen Klingenstein
New York
$2.24M
Macquarie Group
543
Macquarie Group
Australia
$2.24M +$1.52M +23,169 +203%
HA
544
Hamel Associates
New Jersey
$2.22M -$607K -9,275 -21%
IAA
545
Independent Advisor Alliance
North Carolina
$2.19M +$19K +290 +0.9%
FNBT
546
FineMark National Bank & Trust
Florida
$2.19M +$182K +2,782 +9%
Daiwa Securities Group
547
Daiwa Securities Group
Japan
$2.17M -$450K -6,887 -17%
CTC
548
Central Trust Company
Missouri
$2.16M +$26K +398 +1%
SSB
549
Sandy Spring Bank
Maryland
$2.15M +$29K +443 +1%
CAM
550
Cypress Asset Management
Texas
$2.14M -$323K -4,935 -13%

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.