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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
CG
626
Colony Group
Massachusetts
$1.54M -$38.7K -619 -2%
PC
627
Palo Capital
California
$1.54M -$49.2K -787 -3%
TTWM
628
TCV Trust & Wealth Management
Virginia
$1.54M -$113K -1,812 -7%
MCM
629
Murphy Capital Management
New Jersey
$1.52M -$102K -1,625 -6%
KFS
630
Kurt F. Somerville
$1.52M -$21.9K -350 -1%
GJIC
631
Gamble Jones Investment Counsel
California
$1.51M
WB
632
WesBanco Bank
West Virginia
$1.51M +$15K +240 +1%
FL
633
Fort LP
Maryland
$1.51M +$738K +11,798 +87%
TH
634
TCTC Holdings
Texas
$1.5M -$100K -1,600 -6%
DSC
635
Duncker Streett & Co
Missouri
$1.5M +$250 +4 +0%
CI
636
Cigna Investments
Connecticut
$1.5M +$6.63K +106 +0.4%
OCM
637
Orser Capital Management
Texas
$1.48M
RCM
638
Radnor Capital Management
Pennsylvania
$1.48M
O
639
Ossiam
France
$1.48M +$1.55M +24,852 New
SC
640
Sawyer & Company
Massachusetts
$1.46M -$99.5K -1,590 -6%
PIA
641
Piedmont Investment Advisors
North Carolina
$1.45M +$245K +3,919 +19%
RJT
642
Raymond James Trust
Florida
$1.44M -$135K -2,164 -8%
BFM
643
Boston Financial Management
Massachusetts
$1.43M -$50.4K -805 -3%
PWAP
644
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.42M -$15.4K -246 -1%
PTC
645
Private Trust Company
Ohio
$1.42M -$96.2K -1,537 -6%
HTHT
646
Hemenway Trust Hemenway Trust
New Hampshire
$1.41M -$158K -2,522 -10%
OWD
647
Osborn Williams & Donohoe
Ohio
$1.4M -$229K -3,660 -13%
GP
648
Girard Partners
Pennsylvania
$1.4M -$70.3K -1,123 -5%
MERSOM
649
Municipal Employees' Retirement System of Michigan
Michigan
$1.39M +$1.46M +23,300 New
WKWM
650
Walter & Keenan Wealth Management
Indiana
$1.38M

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.