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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
JIC
651
Johnson Investment Counsel
Ohio
$1.45M -$24.9K -380 -2%
CB
652
Chemical Bank
Michigan
$1.45M -$9.16K -140 -0.6%
ST
653
Smithfield Trust
Pennsylvania
$1.45M +$11.8K +180 +0.8%
CC
654
ClearArc Capital
Ohio
$1.45M -$1.37K -21 -0.1%
CA
655
Cetera Advisors
Colorado
$1.44M -$22.3K -341 -2%
SCA
656
Stokes Capital Advisors
South Carolina
$1.43M +$57.6K +880 +4%
FCI
657
Financial Counselors Inc
Kansas
$1.43M -$26.8K -410 -2%
GWM
658
Geneos Wealth Management
Colorado
$1.4M -$19.4K -296 -1%
CCG
659
Ceeto Capital Group
Florida
$1.39M
AAM
660
Azzad Asset Management
Virginia
$1.39M -$319K -4,871 -19%
RWA
661
Ropes Wealth Advisors
Massachusetts
$1.38M +$65.3K +998 +5%
SNBOSD
662
Security National Bank of So Dak
Iowa
$1.37M -$6.54K -100 -0.5%
FIM
663
Freedom Investment Management
Connecticut
$1.37M +$66.2K +1,012 +5%
ICP
664
Ironvine Capital Partners
Nebraska
$1.36M -$510K -7,800 -27%
WPC
665
Waters Parkerson & Co
Louisiana
$1.36M
MA
666
Montag & Associates
Georgia
$1.35M
SSWM
667
Smith Salley Wealth Management
North Carolina
$1.35M +$3.34K +51 +0.2%
GAM
668
Griffin Asset Management
New York
$1.34M +$11.5K +176 +0.9%
BFC
669
Blue Fin Capital
Rhode Island
$1.34M -$55.5K -848 -4%
WTB
670
Washington Trust Bank
Washington
$1.33M -$3.99K -61 -0.3%
WT
671
Washington Trust
Rhode Island
$1.33M +$689K +10,532 +105%
CAN
672
Cetera Advisor Networks
California
$1.33M +$155K +2,371 +13%
SNBOSCI
673
Security National Bank of Sioux City Iowa
Iowa
$1.32M +$24.4K +373 +2%
TC
674
Telemus Capital
Michigan
$1.32M +$15.8K +241 +1%
MSFP
675
Mark Sheptoff Financial Planning
Connecticut
$1.32M -$306K -4,678 -19%

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.