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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
SIP
626
Stoneridge Investment Partners
Pennsylvania
$1.61M -$6.43M -98,338 -80%
DSC
627
Duncker Streett & Co
Missouri
$1.6M +$262 +4 +0%
WB
628
WesBanco Bank
West Virginia
$1.59M -$72.9K -1,115 -4%
WS
629
Wedbush Securities
California
$1.59M +$141K +2,158 +10%
PWAP
630
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.57M -$28K -428 -2%
SBH
631
Segall Bryant & Hamill
Illinois
$1.56M +$508K +7,771 +48%
Group One Trading
632
Group One Trading
Illinois
$1.55M +$625K +9,558 +66%
WA
633
WBH Advisory
Maryland
$1.52M -$85.7K -1,310 -5%
ERIM
634
Eagle Ridge Investment Management
Connecticut
$1.52M
SNB
635
Security National Bank
Nebraska
$1.51M +$15.4K +235 +1%
CI
636
Conning Inc
Connecticut
$1.51M -$39.9K -610 -3%
WKWM
637
Walter & Keenan Wealth Management
Indiana
$1.5M
OTPPB
638
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.5M -$50K -765 -3%
NFG
639
NewFocus Financial Group
Washington
$1.5M -$14.9K -228 -1%
PCMC
640
Paragon Capital Management (Colorado)
Colorado
$1.5M -$196 -3 -0%
MML Investors Services
641
MML Investors Services
Massachusetts
$1.5M -$191K -2,918 -11%
BS
642
Boenning & Scattergood
Pennsylvania
$1.5M +$1.51M +23,148 New
PG
643
Patten Group
Tennessee
$1.5M +$32.7K +500 +2%
MERSOM
644
Municipal Employees' Retirement System of Michigan
Michigan
$1.5M +$24.2K +370 +2%
BSW
645
Buckingham Strategic Wealth
Missouri
$1.5M -$239K -3,652 -14%
KB
646
Kimelman & Baird
New York
$1.5M +$1.51M +23,100 New
CIP
647
Chartwell Investment Partners
Pennsylvania
$1.49M +$1.51M +23,037 New
BA
648
Bristlecone Advisors
Washington
$1.47M -$211K -3,230 -12%
SCM
649
Sterling Capital Management
North Carolina
$1.47M +$360K +5,511 +32%
HFA
650
HC Financial Advisors
California
$1.46M -$61.5K -940 -4%

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.