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Colgate-Palmolive

1,417 hedge funds and large institutions have $42.7B invested in Colgate-Palmolive in 2018 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 457 increasing their positions, 599 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.06% more ownership

Funds ownership: 74.64%75.7% (+1.1%)

6% less call options, than puts

Call options by funds: $415M | Put options by funds: $439M

9% less first-time investments, than exits

New positions opened: 85 | Existing positions closed: 93

1% less funds holding

Funds holding: 1,4381,417 (-21)

9% less capital invested

Capital invested by funds: $46.7B → $42.7B (-$4.04B)

17% less funds holding in top 10

Funds holding in top 10: 2420 (-4)

24% less repeat investments, than reductions

Existing positions increased: 457 | Existing positions reduced: 599

Holders
1,417
Holders Change
-21
Holders Change %
-1.46%
% of All Funds
32.44%
Holding in Top 10
20
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-16.67%
% of All Funds
0.46%
New
85
Increased
457
Reduced
599
Closed
93
Calls
$415M
Puts
$439M
Net Calls
-$24.2M
Net Calls Change
+$53.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Dodge & Cox
776
Dodge & Cox
California
$907K
BO
777
Bank OZK
Arkansas
$905K -$78.7K -1,203 -8%
BC
778
Burleson & Co
California
$900K +$12.1K +185 +1%
AT
779
Arden Trust
Delaware
$898K -$65.3K -998 -7%
RWA
780
River Wealth Advisors
Pennsylvania
$898K -$28.4K -434 -3%
AIM
781
Anchor Investment Management
South Carolina
$895K -$65.9K -1,007 -7%
BAS
782
Brown Advisory Securities
Maryland
$891K -$29.4K -450 -3%
BONST
783
Bank of Nova Scotia Trust
Ontario, Canada
$881K -$52.3K -800 -6%
TYCC
784
Texas Yale Capital Corp
Florida
$873K
IDBONY
785
Israel Discount Bank of New York
New York
$871K
AF
786
Arrow Financial
New York
$870K -$23.5K -360 -3%
MSR
787
Main Street Research
Connecticut
$861K -$2.09K -32 -0.2%
WAOTB
788
Wealth Advisors of Tampa Bay
Florida
$859K +$90.9K +1,390 +12%
VCM
789
Vigilant Capital Management
Maine
$854K -$56.5K -863 -6%
HAIM
790
Hunter Associates Investment Management
Pennsylvania
$854K
FMBTD
791
First Midwest Bank Trust Division
Illinois
$851K +$70.7K +1,081 +9%
SCM
792
Salem Capital Management
Massachusetts
$846K
GT
793
Glenview Trust
Kentucky
$840K -$98.4K -1,504 -10%
LPC
794
Loeb Partners Corp
New York
$830K +$837K +12,800 New
CTA
795
Colonial Trust Advisors
South Carolina
$829K -$16.4K -250 -2%
CTA
796
Chesley Taft & Associates
Illinois
$826K -$901K -13,780 -52%
HSA
797
HBK Sorce Advisory
Pennsylvania
$826K +$21.3K +326 +3%
PIM
798
Penobscot Investment Management
Massachusetts
$822K -$67K -1,025 -7%
HKIM
799
Hayek Kallen Investment Management
Alabama
$820K +$262 +4 +0%
CNAM
800
Campbell Newman Asset Management
Wisconsin
$818K -$58.5K -895 -7%

CL Hedge Fund Activity: Q2 2018 in Review

1,417 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Colgate-Palmolive (CL) for Q2 2018, worth a combined $42.7B — down 8.7% from $46.7B a quarter earlier.

Sellers outnumbered buyers: 93 funds closed out of CL and 85 opened new positions — a net loss of 8 holders — while 599 trimmed existing stakes and 457 added.

The largest buyer was Loomis, Sayles & Company, adding an estimated $626M. The largest seller was Fidelity Investments, cutting an estimated $431M.

  • 1,417 institutional investors held Colgate-Palmolive (CL) as of Q2 2018, down from 1,438 in Q1 2018.
  • Funds reported $42.7B of Colgate-Palmolive stock for Q2 2018, down 8.7% quarter-over-quarter.
  • 85 funds opened new Colgate-Palmolive positions in Q2 2018 and 93 closed out, a net change of -8 holders.
  • The largest Colgate-Palmolive buyer in Q2 2018 was Loomis, Sayles & Company, an estimated $626M added.
  • The largest Colgate-Palmolive seller in Q2 2018 was Fidelity Investments, an estimated $431M sold.

Based on aggregated 13F filings for Q2 2018.