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Colgate-Palmolive

1,621 hedge funds and large institutions have $47.5B invested in Colgate-Palmolive in 2023 Q3 according to their latest regulatory filings, with 101 funds opening new positions, 504 increasing their positions, 668 reducing their positions, and 140 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.79% more ownership

Funds ownership: 79.73%80.51% (+0.79%)

4% less funds holding

Funds holding: 1,6801,621 (-59)

7% less capital invested

Capital invested by funds: $51B → $47.5B (-$3.49B)

22% less call options, than puts

Call options by funds: $393M | Put options by funds: $502M

23% less funds holding in top 10

Funds holding in top 10: 1310 (-3)

25% less repeat investments, than reductions

Existing positions increased: 504 | Existing positions reduced: 668

28% less first-time investments, than exits

New positions opened: 101 | Existing positions closed: 140

Holders
1,621
Holders Change
-59
Holders Change %
-3.51%
% of All Funds
25.72%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.16%
New
101
Increased
504
Reduced
668
Closed
140
Calls
$393M
Puts
$502M
Net Calls
-$109M
Net Calls Change
-$318M
Name Holding Trade Value Shares
Change
Change in
Stake
CSPIA
676
Cary Street Partners Investment Advisory
Virginia
$1.29M +$820K +10,964 +153%
BFG
677
Bleakley Financial Group
New Jersey
$1.29M -$251K -3,358 -16%
SS
678
Simplicity Solutions
Minnesota
$1.29M -$224K -2,994 -14%
FC
679
FORA Capital
Florida
$1.29M +$1.35M +18,099 New
TNA
680
True North Advisors
Texas
$1.28M -$152K -2,033 -10%
VI
681
Versor Investments
New York
$1.28M +$765K +10,228 +132%
MGIA
682
Moneta Group Investment Advisors
Missouri
$1.28M -$65.7K -879 -5%
BCM
683
Brookstone Capital Management
Illinois
$1.25M -$42.7K -571 -3%
P
684
&Partners
Tennessee
$1.25M +$7.85K +105 +0.6%
CWM
685
Concentric Wealth Management
California
$1.24M
NC
686
Northcape Capital
Australia
$1.22M +$333K +4,450 +35%
CCT
687
Chemung Canal Trust
New York
$1.22M -$7.85K -105 -0.6%
TFA
688
Transamerica Financial Advisors
Florida
$1.22M -$80.3K -1,074 -6%
SNBOSCI
689
Security National Bank of Sioux City Iowa
Iowa
$1.21M -$35.5K -475 -3%
WB
690
WesBanco Bank
West Virginia
$1.21M -$2.24K -30 -0.2%
CBNLCF
691
Cognios Beta Neutral Large Cap Fund
Kansas
$1.2M -$116K -1,549 -8%
IIM
692
Ipswich Investment Management
Massachusetts
$1.2M -$163K -2,175 -11%
PG
693
Patten Group
Tennessee
$1.2M -$27.1K -362 -2%
WIM
694
Waverton Investment Management
United Kingdom
$1.2M -$150K -2,000 -11%
HSA
695
Hussman Strategic Advisors
Maryland
$1.19M -$598K -8,000 -32%
DWM
696
Dorchester Wealth Management
Quebec, Canada
$1.19M -$164K -2,200 -12%
CP
697
CenterBook Partners
Connecticut
$1.18M +$287K +3,839 +30%
NB
698
NBT Bank
New York
$1.18M -$14.7K -196 -1%
BRWA
699
B. Riley Wealth Advisors
Florida
$1.18M -$3.36M -44,889 -73%
NSIM
700
North Star Investment Management
Illinois
$1.18M

CL Hedge Fund Activity: Q3 2023 in Review

1,621 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Colgate-Palmolive (CL) for Q3 2023, worth a combined $47.5B — down 6.8% from $51B a quarter earlier.

Sellers outnumbered buyers: 140 funds closed out of CL and 101 opened new positions — a net loss of 39 holders — while 668 trimmed existing stakes and 504 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $765M. The largest seller was BlackRock, cutting an estimated $229M.

  • 1,621 institutional investors held Colgate-Palmolive (CL) as of Q3 2023, down from 1,680 in Q2 2023.
  • Funds reported $47.5B of Colgate-Palmolive stock for Q3 2023, down 6.8% quarter-over-quarter.
  • 101 funds opened new Colgate-Palmolive positions in Q3 2023 and 140 closed out, a net change of -39 holders.
  • The largest Colgate-Palmolive buyer in Q3 2023 was T. Rowe Price Associates, an estimated $765M added.
  • The largest Colgate-Palmolive seller in Q3 2023 was BlackRock, an estimated $229M sold.

Based on aggregated 13F filings for Q3 2023.