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Colgate-Palmolive

1,189 hedge funds and large institutions have $42.7B invested in Colgate-Palmolive in 2014 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 426 increasing their positions, 482 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 47

0% less funds holding

Funds holding: 1,1931,189 (-4)

1.45% less ownership

Funds ownership: 73.19%71.74% (-1.4%)

7% less capital invested

Capital invested by funds: $45.6B → $42.7B (-$2.98B)

12% less repeat investments, than reductions

Existing positions increased: 426 | Existing positions reduced: 482

14% less call options, than puts

Call options by funds: $284M | Put options by funds: $331M

33% less funds holding in top 10

Funds holding in top 10: 4027 (-13)

Holders
1,189
Holders Change
-4
Holders Change %
-0.34%
% of All Funds
34.49%
Holding in Top 10
27
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-32.5%
% of All Funds
0.78%
New
50
Increased
426
Reduced
482
Closed
47
Calls
$284M
Puts
$331M
Net Calls
-$47.3M
Net Calls Change
-$56.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Sumitomo Mitsui Trust Group
51
Sumitomo Mitsui Trust Group
Japan
$147M +$678K +10,283 +0.5%
APG Asset Management
52
APG Asset Management
Netherlands
$142M +$17.4M +263,858 +14%
TD Asset Management
53
TD Asset Management
Ontario, Canada
$141M +$3.65M +55,391 +3%
AIM
54
abrdn Investment Management
United Kingdom
$137M +$10.3M +155,997 +8%
Invesco
55
Invesco
Georgia
$133M +$817K +12,389 +0.6%
Prudential Financial
56
Prudential Financial
New Jersey
$131M +$40.8M +618,282 +44%
SBAM
57
Santa Barbara Asset Management
California
$123M +$35.9M +544,776 +40%
Mackenzie Financial
58
Mackenzie Financial
Ontario, Canada
$123M -$16.8M -254,470 -12%
Fiera Capital (Canada)
59
Fiera Capital (Canada)
Quebec, Canada
$122M +$1.43M +21,664 +1%
EVM
60
Eaton Vance Management
Massachusetts
$116M +$6.62M +100,353 +6%
BIM
61
BlackRock Investment Management
Delaware
$116M -$2.4M -36,371 -2%
MAA
62
Managed Account Advisors
New Jersey
$114M +$26.6M +403,549 +30%
HSBC Holdings
63
HSBC Holdings
United Kingdom
$113M +$36.4M +551,171 +46%
ETC
64
Evercore Trust Company
New York
$112M
California State Teachers Retirement System (CalSTRS)
65
California State Teachers Retirement System (CalSTRS)
California
$111M +$1.47M +22,220 +1%
Luther King Capital Management (LKCM)
66
Luther King Capital Management (LKCM)
Texas
$110M +$1.12M +16,975 +1%
New York State Teachers Retirement System (NYSTRS)
67
New York State Teachers Retirement System (NYSTRS)
New York
$108M -$2.74M -41,555 -2%
Swiss National Bank
68
Swiss National Bank
Switzerland
$108M -$2.18M -33,000 -2%
WHG
69
Westwood Holdings Group
Texas
$105M -$14.1M -214,369 -12%
RhumbLine Advisers
70
RhumbLine Advisers
Massachusetts
$101M -$2.28M -34,520 -2%
LWCFA
71
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$101M -$484K -7,345 -0.5%
YAM
72
Yacktman Asset Management
Texas
$100M +$330K +5,000 +0.3%
MAMU
73
Marathon Asset Management (UK)
United Kingdom
$100M +$4.06M +61,483 +4%
BA
74
BlackRock Advisors
Delaware
$93.2M -$397K -6,022 -0.4%
WRF
75
Waddell & Reed Financial
Kansas
$93M +$8.78M +133,050 +10%

CL Hedge Fund Activity: Q3 2014 in Review

1,189 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Colgate-Palmolive (CL) for Q3 2014, worth a combined $42.7B — down 6.5% from $45.6B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new CL positions and 47 closed out — a net gain of 3 holders — while 426 added to existing stakes and 482 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $209M. The largest seller was Norges Bank, cutting an estimated $380M.

  • 1,189 institutional investors held Colgate-Palmolive (CL) as of Q3 2014, down from 1,193 in Q2 2014.
  • Funds reported $42.7B of Colgate-Palmolive stock for Q3 2014, down 6.5% quarter-over-quarter.
  • 50 funds opened new Colgate-Palmolive positions in Q3 2014 and 47 closed out, a net change of +3 holders.
  • The largest Colgate-Palmolive buyer in Q3 2014 was JP Morgan Chase, an estimated $209M added.
  • The largest Colgate-Palmolive seller in Q3 2014 was Norges Bank, an estimated $380M sold.

Based on aggregated 13F filings for Q3 2014.