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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
FMWA
551
Forvis Mazars Wealth Advisors
Missouri
$2.02M -$358K -5,723 -14%
HWA
552
Heritage Way Advisors
Illinois
$2M -$19.9K -318 -0.9%
Macquarie Group
553
Macquarie Group
Australia
$1.99M -$44.6K -713 -2%
Wealthfront Advisers
554
Wealthfront Advisers
California
$1.98M +$2.08M +33,245 New
WTC
555
WhitTier Trust Company
Nevada
$1.98M +$35.8K +572 +2%
BFA
556
Bragg Financial Advisors
North Carolina
$1.96M -$147K -2,345 -7%
CFG
557
Citizens Financial Group
Rhode Island
$1.95M -$81.3K -1,299 -4%
VIG
558
Vienna Insurance Group
Poland
$1.92M +$1.22M +19,566 +154%
SC
559
SouthState Corp
Florida
$1.9M -$3.07K -49 -0.2%
BG
560
Bahl & Gaynor
Ohio
$1.9M -$3.13K -50 -0.2%
Nomura Holdings
561
Nomura Holdings
Japan
$1.9M +$656K +10,487 +49%
SI
562
Stephens Inc
Arkansas
$1.89M -$11.3K -180 -0.6%
NB
563
NBT Bank
New York
$1.88M -$87.3K -1,395 -4%
AIP
564
ARS Investment Partners
New York
$1.88M -$13.1K -210 -0.7%
PL
565
Parthenon LLC
Kentucky
$1.87M -$18.8K -300 -0.9%
ADMI
566
Albert D. Mason Inc
Massachusetts
$1.87M -$55.7K -890 -3%
GF
567
Gabelli Funds
New York
$1.85M +$37.5K +600 +2%
PFM
568
Parsec Financial Management
North Carolina
$1.82M -$17.6K -282 -0.9%
STB
569
S&T Bank
Pennsylvania
$1.82M -$43.3K -692 -2%
GCM
570
Galibier Capital Management
Ontario, Canada
$1.79M +$1.89M +30,167 New
WDL
571
Well Done LLC
Michigan
$1.79M -$70.3K -1,123 -4%
CC
572
Claybrook Capital
Massachusetts
$1.79M +$1.47M +23,422 +353%
PAG
573
Private Advisor Group
New Jersey
$1.79M -$679K -10,851 -27%
DRS
574
Deane Retirement Strategies
Louisiana
$1.79M +$1.88M +30,010 New
AL
575
AJO LP
Pennsylvania
$1.78M -$1.35M -21,556 -42%

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.