We are live on ! Find out more
CL icon

Colgate-Palmolive

1,741 hedge funds and large institutions have $54.9B invested in Colgate-Palmolive in 2023 Q4 according to their latest regulatory filings, with 228 funds opening new positions, 562 increasing their positions, 642 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

172% more call options, than puts

Call options by funds: $1.12B | Put options by funds: $412M

162% more first-time investments, than exits

New positions opened: 228 | Existing positions closed: 87

16% more capital invested

Capital invested by funds: $47.5B → $54.9B (+$7.41B)

7% more funds holding

Funds holding: 1,6211,741 (+120)

3.04% more ownership

Funds ownership: 80.51%83.55% (+3%)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

12% less repeat investments, than reductions

Existing positions increased: 562 | Existing positions reduced: 642

Holders
1,741
Holders Change
+120
Holders Change %
+7.4%
% of All Funds
25.38%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
228
Increased
562
Reduced
642
Closed
87
Calls
$1.12B
Puts
$412M
Net Calls
+$707M
Net Calls Change
+$816M
Name Holding Trade Value Shares
Change
Change in
Stake
CSPIA
676
Cary Street Partners Investment Advisory
Virginia
$1.48M +$33.4K +444 +2%
FC
677
Forte Capital
New York
$1.48M -$37.4K -498 -3%
ERIM
678
Eagle Ridge Investment Management
Connecticut
$1.46M +$135K +1,800 +11%
PWM
679
Partnership Wealth Management
Maryland
$1.45M +$1.3M +17,254 New
PWP
680
Private Wealth Partners
California
$1.45M
TNA
681
True North Advisors
Texas
$1.44M -$1.5K -20 -0.1%
NB
682
NBT Bank
New York
$1.44M +$103K +1,372 +8%
CB
683
Community Bank
New York
$1.43M -$30.4K -404 -2%
TG
684
TCW Group
California
$1.43M +$1.35M +17,996 New
MGIA
685
Moneta Group Investment Advisors
Missouri
$1.43M -$3.16K -42 -0.2%
BFA
686
Bragg Financial Advisors
North Carolina
$1.42M -$32.6K -433 -2%
HAG
687
HighPoint Advisor Group
Illinois
$1.42M +$1.2M +15,970 New
WS
688
Wedbush Securities
California
$1.41M -$87.1K -1,159 -6%
P
689
&Partners
Tennessee
$1.41M +$9.7K +129 +0.7%
AT
690
American Trust
Kentucky
$1.4M -$108K -1,438 -8%
GS
691
GTS Securities
New York
$1.4M +$305K +4,052 +30%
CCT
692
Chemung Canal Trust
New York
$1.36M
PG
693
Patten Group
Tennessee
$1.36M +$16.2K +215 +1%
SC
694
Searle & Co
Connecticut
$1.36M +$31K +412 +2%
IIM
695
Ipswich Investment Management
Massachusetts
$1.35M +$5.04K +67 +0.4%
GAM
696
Griffin Asset Management
New York
$1.35M +$22.3K +297 +2%
DJSG
697
D.J. St. Germain
Massachusetts
$1.35M +$116K +1,540 +10%
SNBOSCI
698
Security National Bank of Sioux City Iowa
Iowa
$1.34M -$15.1K -201 -1%
TPCW
699
TD Private Client Wealth
New York
$1.34M -$289K -3,848 -19%
DWM
700
Dorchester Wealth Management
Quebec, Canada
$1.33M

CL Hedge Fund Activity: Q4 2023 in Review

1,741 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Colgate-Palmolive (CL) for Q4 2023, worth a combined $54.9B — up 16% from $47.5B a quarter earlier.

Buyers outnumbered sellers: 228 funds opened new CL positions and 87 closed out — a net gain of 141 holders — while 562 added to existing stakes and 642 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.65B. The largest seller was Wellington Management Group, cutting an estimated $303M.

  • 1,741 institutional investors held Colgate-Palmolive (CL) as of Q4 2023, up from 1,621 in Q3 2023.
  • Funds reported $54.9B of Colgate-Palmolive stock for Q4 2023, up 16% quarter-over-quarter.
  • 228 funds opened new Colgate-Palmolive positions in Q4 2023 and 87 closed out, a net change of +141 holders.
  • The largest Colgate-Palmolive buyer in Q4 2023 was Morgan Stanley, an estimated $1.65B added.
  • The largest Colgate-Palmolive seller in Q4 2023 was Wellington Management Group, an estimated $303M sold.

Based on aggregated 13F filings for Q4 2023.