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Colgate-Palmolive

1,189 hedge funds and large institutions have $42.7B invested in Colgate-Palmolive in 2014 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 426 increasing their positions, 482 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 47

0% less funds holding

Funds holding: 1,1931,189 (-4)

1.45% less ownership

Funds ownership: 73.19%71.74% (-1.4%)

7% less capital invested

Capital invested by funds: $45.6B → $42.7B (-$2.98B)

12% less repeat investments, than reductions

Existing positions increased: 426 | Existing positions reduced: 482

14% less call options, than puts

Call options by funds: $284M | Put options by funds: $331M

33% less funds holding in top 10

Funds holding in top 10: 4027 (-13)

Holders
1,189
Holders Change
-4
Holders Change %
-0.34%
% of All Funds
34.49%
Holding in Top 10
27
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-32.5%
% of All Funds
0.78%
New
50
Increased
426
Reduced
482
Closed
47
Calls
$284M
Puts
$331M
Net Calls
-$47.3M
Net Calls Change
-$56.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CHC
651
City Holding Co
West Virginia
$1.42M -$3.3K -50 -0.2%
BA
652
Bridgewater Associates
Connecticut
$1.42M +$1.44M +21,806 New
RH
653
Rayner & Haynor
California
$1.41M
WTC
654
WhitTier Trust Company
Nevada
$1.4M
MA
655
Montag & Associates
Georgia
$1.39M
MSFP
656
Mark Sheptoff Financial Planning
Connecticut
$1.39M +$66 +1 +0%
BWP
657
Baldwin Wealth Partners
Massachusetts
$1.38M -$1.78M -26,982 -56%
CNC
658
Citizens & Northern Corp
Pennsylvania
$1.38M -$1.25K -19 -0.1%
CWP
659
Capital Wealth Planning
Florida
$1.37M
OA
660
OFI Advisors
Pennsylvania
$1.36M +$94.6K +1,434 +7%
ATC
661
Argent Trust Company
Louisiana
$1.36M -$118K -1,784 -8%
GCA
662
Gideon Capital Advisors
New York
$1.35M +$1.37M +20,715 New
WA
663
WFG Advisors
Texas
$1.35M +$14.6K +221 +1%
VC
664
Vicus Capital
Pennsylvania
$1.34M +$37.3K +565 +3%
Jones Financial Companies
665
Jones Financial Companies
Missouri
$1.33M +$584K +8,855 +76%
BUB
666
BBVA USA Bancshares
Texas
$1.32M -$33.6K -509 -2%
SFSIG
667
San Francisco Sentry Investment Group
California
$1.32M +$42.3K +641 +3%
BS
668
Bessemer Securities
New York
$1.32M -$31.1K -472 -2%
TC
669
Taylor Cottrill
New Hampshire
$1.32M -$12K -182 -0.9%
PFPT
670
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.32M +$68.9K +1,044 +5%
BOC
671
Barbara Oil Co
Illinois
$1.3M
CCM
672
Cohen Capital Management
California
$1.3M
SNBOSCI
673
Security National Bank of Sioux City Iowa
Iowa
$1.3M +$8.57K +130 +0.7%
ATC
674
Adirondack Trust Company
New York
$1.29M -$35.9K -545 -3%
KFS
675
Kurt F. Somerville
$1.28M +$26.4K +400 +2%

CL Hedge Fund Activity: Q3 2014 in Review

1,189 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Colgate-Palmolive (CL) for Q3 2014, worth a combined $42.7B — down 6.5% from $45.6B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new CL positions and 47 closed out — a net gain of 3 holders — while 426 added to existing stakes and 482 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $209M. The largest seller was Norges Bank, cutting an estimated $380M.

  • 1,189 institutional investors held Colgate-Palmolive (CL) as of Q3 2014, down from 1,193 in Q2 2014.
  • Funds reported $42.7B of Colgate-Palmolive stock for Q3 2014, down 6.5% quarter-over-quarter.
  • 50 funds opened new Colgate-Palmolive positions in Q3 2014 and 47 closed out, a net change of +3 holders.
  • The largest Colgate-Palmolive buyer in Q3 2014 was JP Morgan Chase, an estimated $209M added.
  • The largest Colgate-Palmolive seller in Q3 2014 was Norges Bank, an estimated $380M sold.

Based on aggregated 13F filings for Q3 2014.