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Colgate-Palmolive

1,298 hedge funds and large institutions have $48.4B invested in Colgate-Palmolive in 2016 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 427 increasing their positions, 546 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 37

1% more funds holding

Funds holding: 1,2841,298 (+14)

0% more capital invested

Capital invested by funds: $48.3B → $48.4B (+$40.4M)

0.34% less ownership

Funds ownership: 73.92%73.59% (-0.34%)

18% less funds holding in top 10

Funds holding in top 10: 4537 (-8)

22% less repeat investments, than reductions

Existing positions increased: 427 | Existing positions reduced: 546

29% less call options, than puts

Call options by funds: $342M | Put options by funds: $479M

Holders
1,298
Holders Change
+14
Holders Change %
+1.09%
% of All Funds
34.63%
Holding in Top 10
37
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-17.78%
% of All Funds
0.99%
New
67
Increased
427
Reduced
546
Closed
37
Calls
$342M
Puts
$479M
Net Calls
-$137M
Net Calls Change
-$255M
Name Holding Trade Value Shares
Change
Change in
Stake
CG
576
Cutler Group
California
$2.26M +$774K +10,468 +52%
SLI
577
Sumitomo Life Insurance
Japan
$2.25M -$269K -3,639 -11%
EIM
578
Essex Investment Management
Massachusetts
$2.25M -$50.6K -685 -2%
FWM
579
Frontier Wealth Management
Missouri
$2.24M -$21.6K -292 -1%
SCM
580
Shelton Capital Management
Colorado
$2.23M +$13.1K +177 +0.6%
ClearBridge Investments
581
ClearBridge Investments
New York
$2.21M +$506K +6,844 +30%
ASN
582
Advisory Services Network
Georgia
$2.2M +$93.9K +1,270 +4%
FNBT
583
FineMark National Bank & Trust
Florida
$2.2M +$591K +7,994 +37%
FFWA
584
FRG Family Wealth Advisors
Washington
$2.2M
SBIA
585
Sheaff Brock Investment Advisors
Indiana
$2.19M
Thrivent Financial for Lutherans
586
Thrivent Financial for Lutherans
Minnesota
$2.17M +$119K +1,610 +6%
KFS
587
Kurt F. Somerville
$2.16M -$20.3K -275 -0.9%
GD
588
Grandfield & Dodd
New York
$2.15M +$4.43K +60 +0.2%
NFA
589
Nuveen Fund Advisors
Illinois
$2.14M -$96.8K -1,310 -4%
KRSITF
590
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.14M -$533K -7,208 -20%
WB
591
WesBanco Bank
West Virginia
$2.13M -$57.4K -777 -3%
BCMO
592
Buckingham Capital Management (Ohio)
Ohio
$2.12M +$115K +1,560 +6%
LA
593
Lynch & Associates
Indiana
$2.1M -$13.4K -181 -0.6%
MERSOM
594
Municipal Employees' Retirement System of Michigan
Michigan
$2.1M +$5.17K +70 +0.2%
B
595
Barings
North Carolina
$2.09M -$784K -10,600 -27%
EHWM
596
Eads & Heald Wealth Management
Georgia
$2.08M -$39.4K -533 -2%
NRS
597
Neville Rodie & Shaw
New York
$2.08M -$1.85K -25 -0.1%
LRPA
598
L. Roy Papp & Associates
Arizona
$2.07M -$11.1K -150 -0.5%
JG
599
Jefferies Group
New York
$2.05M +$152K +2,052 +8%
PCMC
600
Paragon Capital Management (Colorado)
Colorado
$2.04M +$71.6K +968 +4%

CL Hedge Fund Activity: Q3 2016 in Review

1,298 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Colgate-Palmolive (CL) for Q3 2016, worth a combined $48.4B — up 0.08% from $48.3B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new CL positions and 37 closed out — a net gain of 30 holders — while 427 added to existing stakes and 546 trimmed.

The largest buyer was Ninety One (UK), adding an estimated $161M. The largest seller was Wellington Management Group, cutting an estimated $401M.

  • 1,298 institutional investors held Colgate-Palmolive (CL) as of Q3 2016, up from 1,284 in Q2 2016.
  • Funds reported $48.4B of Colgate-Palmolive stock for Q3 2016, up 0.08% quarter-over-quarter.
  • 67 funds opened new Colgate-Palmolive positions in Q3 2016 and 37 closed out, a net change of +30 holders.
  • The largest Colgate-Palmolive buyer in Q3 2016 was Ninety One (UK), an estimated $161M added.
  • The largest Colgate-Palmolive seller in Q3 2016 was Wellington Management Group, an estimated $401M sold.

Based on aggregated 13F filings for Q3 2016.