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Colgate-Palmolive

1,668 hedge funds and large institutions have $52.5B invested in Colgate-Palmolive in 2022 Q2 according to their latest regulatory filings, with 139 funds opening new positions, 543 increasing their positions, 616 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

260% more funds holding in top 10

Funds holding in top 10: 518 (+13)

89% more call options, than puts

Call options by funds: $405M | Put options by funds: $214M

62% more first-time investments, than exits

New positions opened: 139 | Existing positions closed: 86

5% more capital invested

Capital invested by funds: $49.9B → $52.5B (+$2.6B)

2% more funds holding

Funds holding: 1,6321,668 (+36)

0.39% more ownership

Funds ownership: 78.79%79.18% (+0.39%)

12% less repeat investments, than reductions

Existing positions increased: 543 | Existing positions reduced: 616

Holders
1,668
Holders Change
+36
Holders Change %
+2.21%
% of All Funds
28.1%
Holding in Top 10
18
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+260%
% of All Funds
0.3%
New
139
Increased
543
Reduced
616
Closed
86
Calls
$405M
Puts
$214M
Net Calls
+$191M
Net Calls Change
+$107M
Name Holding Trade Value Shares
Change
Change in
Stake
SFA
651
Sequoia Financial Advisors
Ohio
$1.56M -$60.1K -769 -4%
GWS
652
Glassman Wealth Services
Virginia
$1.56M +$42.3K +541 +3%
FMWA
653
Forvis Mazars Wealth Advisors
Missouri
$1.55M -$42K -537 -3%
LF
654
Lantz Financial
Illinois
$1.54M +$5.87K +75 +0.4%
PTC
655
Private Trust Company
Ohio
$1.54M -$1.14M -14,619 -43%
MWM
656
Modera Wealth Management
New Jersey
$1.53M -$90.2K -1,154 -6%
CIC
657
Carnegie Investment Counsel
Ohio
$1.53M +$4.77K +61 +0.3%
CWM
658
Concentric Wealth Management
California
$1.52M -$40.7K -520 -3%
MC
659
Middleton & Co
Massachusetts
$1.52M -$36.8K -470 -2%
DSC
660
Duncker Streett & Co
Missouri
$1.51M +$313 +4 +0%
SF
661
Symphony Financial
Texas
$1.51M -$29.2K -374 -2%
CCT
662
Chemung Canal Trust
New York
$1.5M -$14.1K -180 -1%
MGIA
663
Moneta Group Investment Advisors
Missouri
$1.49M +$367K +4,695 +34%
CIAS
664
CFS Investment Advisory Services
New Jersey
$1.47M -$118M -1,503,360 -99%
AWM
665
Altium Wealth Management
New York
$1.46M +$834K +10,664 +142%
SWP
666
Stratos Wealth Partners
Ohio
$1.45M +$15.9K +203 +1%
RWA
667
Ropes Wealth Advisors
Massachusetts
$1.45M -$57.2K -732 -4%
EF
668
Exeter Financial
Arizona
$1.45M +$15.4K +197 +1%
LFAS
669
Level Four Advisory Services
Texas
$1.45M +$304K +3,885 +27%
SCM
670
Shelton Capital Management
Colorado
$1.45M -$688K -8,800 -33%
IIA
671
ICW Investment Advisors
Arizona
$1.44M +$6.1K +78 +0.4%
BS
672
Boenning & Scattergood
Pennsylvania
$1.43M +$59K +754 +4%
WS
673
Wedbush Securities
California
$1.42M +$13.6K +174 +1%
Carson Wealth (CWM LLC)
674
Carson Wealth (CWM LLC)
Nebraska
$1.41M +$409K +5,232 +42%
PG
675
Patten Group
Tennessee
$1.4M +$51.1K +654 +4%

CL Hedge Fund Activity: Q2 2022 in Review

1,668 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Colgate-Palmolive (CL) for Q2 2022, worth a combined $52.5B — up 5.2% from $49.9B a quarter earlier.

Buyers outnumbered sellers: 139 funds opened new CL positions and 86 closed out — a net gain of 53 holders — while 543 added to existing stakes and 616 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $553M. The largest seller was Wellington Management Group, cutting an estimated $208M.

  • 1,668 institutional investors held Colgate-Palmolive (CL) as of Q2 2022, up from 1,632 in Q1 2022.
  • Funds reported $52.5B of Colgate-Palmolive stock for Q2 2022, up 5.2% quarter-over-quarter.
  • 139 funds opened new Colgate-Palmolive positions in Q2 2022 and 86 closed out, a net change of +53 holders.
  • The largest Colgate-Palmolive buyer in Q2 2022 was Morgan Stanley, an estimated $553M added.
  • The largest Colgate-Palmolive seller in Q2 2022 was Wellington Management Group, an estimated $208M sold.

Based on aggregated 13F filings for Q2 2022.