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Colgate-Palmolive

1,510 hedge funds and large institutions have $45.9B invested in Colgate-Palmolive in 2019 Q4 according to their latest regulatory filings, with 177 funds opening new positions, 473 increasing their positions, 588 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 177 | Existing positions closed: 94

4% more funds holding

Funds holding: 1,4471,510 (+63)

0.1% more ownership

Funds ownership: 77.8%77.9% (+0.1%)

6% less capital invested

Capital invested by funds: $48.9B → $45.9B (-$3.02B)

16% less call options, than puts

Call options by funds: $309M | Put options by funds: $366M

18% less funds holding in top 10

Funds holding in top 10: 2218 (-4)

20% less repeat investments, than reductions

Existing positions increased: 473 | Existing positions reduced: 588

Holders
1,510
Holders Change
+63
Holders Change %
+4.35%
% of All Funds
29.75%
Holding in Top 10
18
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-18.18%
% of All Funds
0.35%
New
177
Increased
473
Reduced
588
Closed
94
Calls
$309M
Puts
$366M
Net Calls
-$57.1M
Net Calls Change
-$220M
Name Holding Trade Value Shares
Change
Change in
Stake
OI
751
Oakbrook Investments
Illinois
$1.04M -$25.9M -379,521 -96%
IIA
752
ICW Investment Advisors
Arizona
$1.04M +$1.03M +15,072 New
BAM
753
Barrett Asset Management
New York
$1.03M +$68.2K +1,000 +7%
CIA
754
CSat Investment Advisory
Michigan
$1.03M +$655K +9,603 +179%
VI
755
Vestcor Inc
New Brunswick, Canada
$1.02M +$1.01M +14,861 New
AA
756
Ancora Advisors
Ohio
$1.02M -$12.3K -180 -1%
RWA
757
Ropes Wealth Advisors
Massachusetts
$1.02M -$330K -4,840 -25%
AIM
758
Anchor Investment Management
South Carolina
$1.02M +$127K +1,857 +14%
AWM
759
Aries Wealth Management
Maine
$1.01M
HIM
760
Harbour Investment Management
Washington
$1.01M -$3.41K -50 -0.3%
MC
761
Machina Capital
France
$1M +$995K +14,588 New
PI
762
PHH Investments
Texas
$1M -$34.5K -506 -3%
AP
763
Advisor Partners
California
$998K +$341 +5 +0%
TCOK
764
Trust Company of Kansas
Kansas
$998K +$988K +14,496 New
HA
765
Hamel Associates
New Jersey
$986K -$37.5K -550 -4%
CIA
766
Choate Investment Advisors
Massachusetts
$981K -$16.7K -245 -2%
BWM
767
BCS Wealth Management
Tennessee
$977K +$967K +14,185 New
OPS
768
Orion Portfolio Solutions
Nebraska
$973K +$964K +14,136 New
NRS
769
Neville Rodie & Shaw
New York
$972K
LWM
770
Lionsbridge Wealth Management
Florida
$970K +$972K +14,262 New
SFG
771
Summit Financial Group
West Virginia
$969K -$13.6K -200 -1%
BC
772
Burleson & Co
California
$968K +$68 +1 +0%
FHA
773
Flagship Harbor Advisors
Massachusetts
$967K -$48.3K -709 -5%
SMH
774
Sanders Morris Harris
Texas
$965K
Dodge & Cox
775
Dodge & Cox
California
$964K

CL Hedge Fund Activity: Q4 2019 in Review

1,510 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Colgate-Palmolive (CL) for Q4 2019, worth a combined $45.9B — down 6.2% from $48.9B a quarter earlier.

Buyers outnumbered sellers: 177 funds opened new CL positions and 94 closed out — a net gain of 83 holders — while 473 added to existing stakes and 588 trimmed.

The largest buyer was Tikehau Investment Management, opening a new position worth an estimated $260M. The largest seller was Fiera Capital (Canada), cutting an estimated $244M.

  • 1,510 institutional investors held Colgate-Palmolive (CL) as of Q4 2019, up from 1,447 in Q3 2019.
  • Funds reported $45.9B of Colgate-Palmolive stock for Q4 2019, down 6.2% quarter-over-quarter.
  • 177 funds opened new Colgate-Palmolive positions in Q4 2019 and 94 closed out, a net change of +83 holders.
  • The largest Colgate-Palmolive buyer in Q4 2019 was Tikehau Investment Management, an estimated $260M added.
  • The largest Colgate-Palmolive seller in Q4 2019 was Fiera Capital (Canada), an estimated $244M sold.

Based on aggregated 13F filings for Q4 2019.