We are live on ! Find out more
CL icon

Colgate-Palmolive

1,680 hedge funds and large institutions have $51B invested in Colgate-Palmolive in 2023 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 543 increasing their positions, 693 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more call options, than puts

Call options by funds: $458M | Put options by funds: $250M

38% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 81

1% more funds holding

Funds holding: 1,6581,680 (+22)

1% more capital invested

Capital invested by funds: $50.6B → $51B (+$363M)

1.26% less ownership

Funds ownership: 80.98%79.73% (-1.3%)

13% less funds holding in top 10

Funds holding in top 10: 1513 (-2)

22% less repeat investments, than reductions

Existing positions increased: 543 | Existing positions reduced: 693

Holders
1,680
Holders Change
+22
Holders Change %
+1.33%
% of All Funds
26.37%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.2%
New
112
Increased
543
Reduced
693
Closed
81
Calls
$458M
Puts
$250M
Net Calls
+$208M
Net Calls Change
+$54.9M
Name Holding Trade Value Shares
Change
Change in
Stake
CPSAC
676
Chas P. Smith & Associates (CPS)
Florida
$1.47M -$40.3K -520 -3%
Carson Wealth (CWM LLC)
677
Carson Wealth (CWM LLC)
Nebraska
$1.47M +$187K +2,418 +15%
IIM
678
Ipswich Investment Management
Massachusetts
$1.47M -$110K -1,423 -7%
ONB
679
Old National Bancorp
Indiana
$1.46M +$199K +2,572 +16%
FC
680
Forte Capital
New York
$1.46M -$107K -1,382 -7%
DWM
681
Dorchester Wealth Management
Quebec, Canada
$1.46M -$61.9K -800 -4%
MWM
682
Mattern Wealth Management
Kansas
$1.45M +$124K +1,601 +9%
BFA
683
Bragg Financial Advisors
North Carolina
$1.45M -$21.7K -280 -1%
MGIA
684
Moneta Group Investment Advisors
Missouri
$1.45M +$34.1K +441 +2%
WIM
685
Waverton Investment Management
United Kingdom
$1.45M -$116K -1,500 -7%
Capital Fund Management (CFM)
686
Capital Fund Management (CFM)
France
$1.42M -$1.64M -21,200 -53%
CBNLCF
687
Cognios Beta Neutral Large Cap Fund
Kansas
$1.42M -$292K -3,770 -17%
BFM
688
Boothbay Fund Management
New York
$1.41M +$428K +5,534 +43%
PWP
689
Private Wealth Partners
California
$1.4M
RWA
690
Ropes Wealth Advisors
Massachusetts
$1.4M +$1.08K +14 +0.1%
TFA
691
Transamerica Financial Advisors
Florida
$1.4M -$31K -400 -2%
VIG
692
Vienna Insurance Group
Poland
$1.4M +$636K +8,216 +83%
BC
693
Burney Company
Virginia
$1.39M +$108K +1,390 +8%
LWANC
694
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.39M -$87.9K -1,136 -6%
PIMJS
695
PKO Investment Management Joint-Stock
Poland
$1.36M +$1.37M +17,714 New
PTC
696
Private Trust Company
Ohio
$1.36M +$16.1K +208 +1%
GAM
697
Griffin Asset Management
New York
$1.35M -$25.5K -330 -2%
SNBOSCI
698
Security National Bank of Sioux City Iowa
Iowa
$1.35M +$1.36M +17,511 New
CWM
699
Concentric Wealth Management
California
$1.35M -$12.4K -160 -0.9%
RGI
700
River Global Investors
United Kingdom
$1.35M

CL Hedge Fund Activity: Q2 2023 in Review

1,680 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Colgate-Palmolive (CL) for Q2 2023, worth a combined $51B — up 0.72% from $50.6B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new CL positions and 81 closed out — a net gain of 31 holders — while 543 added to existing stakes and 693 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $1.08B. The largest seller was Third Point, exiting entirely with an estimated $830M sold.

  • 1,680 institutional investors held Colgate-Palmolive (CL) as of Q2 2023, up from 1,658 in Q1 2023.
  • Funds reported $51B of Colgate-Palmolive stock for Q2 2023, up 0.72% quarter-over-quarter.
  • 112 funds opened new Colgate-Palmolive positions in Q2 2023 and 81 closed out, a net change of +31 holders.
  • The largest Colgate-Palmolive buyer in Q2 2023 was T. Rowe Price Associates, an estimated $1.08B added.
  • The largest Colgate-Palmolive seller in Q2 2023 was Third Point, an estimated $830M sold.

Based on aggregated 13F filings for Q2 2023.