We are live on ! Find out more
CL icon

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
BAM
726
Barrett Asset Management
New York
$1.05M +$132K +2,000 +14%
AIP
727
Ameritas Investment Partners
Nebraska
$1.05M -$63.1K -957 -6%
ECM
728
Everence Capital Management
Indiana
$1.04M
WI
729
Wafra Inc
New York
$1.04M
ST
730
Sabal Trust
Florida
$1.03M +$9.17K +139 +0.9%
PAM
731
PartnerRe Asset Management
Connecticut
$1.02M -$183K -2,777 -15%
LNWWM
732
Laird Norton Wetherby Wealth Management
California
$1.02M -$9.37K -142 -0.9%
MHIC
733
Marble Harbor Investment Counsel
Massachusetts
$1.02M -$17.1K -260 -2%
ANB
734
Amarillo National Bank
Texas
$1.02M
QBFM
735
QS Batterymarch Financial Management
New York
$1.02M -$18.9K -286 -2%
Fuller & Thaler Asset Management
736
Fuller & Thaler Asset Management
California
$1.02M +$139K +2,100 +16%
BO
737
Bank OZK
Arkansas
$1.01M +$33.8K +512 +3%
NIMI
738
Natixis Investment Managers International
France
$1.01M -$739K -11,204 -42%
CAN
739
Cetera Advisor Networks
California
$1M +$14.4K +219 +1%
RC
740
RegentAtlantic Capital
New Jersey
$999K +$2.64K +40 +0.3%
KIG
741
Kessler Investment Group
Indiana
$992K +$24.9K +377 +3%
CNBT
742
Canandaigua National Bank & Trust
New York
$989K +$20.4K +310 +2%
IH
743
IFC Holdings
Florida
$989K +$22.5K +341 +2%
SCM
744
Salem Capital Management
Massachusetts
$988K -$92.7K -1,406 -8%
AR
745
Advisory Research
Illinois
$977K +$23.5K +357 +2%
CG
746
Colony Group
Massachusetts
$976K +$4.16K +63 +0.4%
ADBIC
747
A.D. Beadell Investment Counsel
Wisconsin
$973K
Teacher Retirement System of Texas
748
Teacher Retirement System of Texas
Texas
$970K -$145K -2,195 -13%
GIM
749
Guardian Investment Management
California
$967K -$33K -500 -3%
PL
750
Perpetual Ltd
Australia
$964K +$211K +3,200 +28%

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.