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Colgate-Palmolive

1,680 hedge funds and large institutions have $51B invested in Colgate-Palmolive in 2023 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 543 increasing their positions, 693 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more call options, than puts

Call options by funds: $458M | Put options by funds: $250M

38% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 81

1% more funds holding

Funds holding: 1,6581,680 (+22)

1% more capital invested

Capital invested by funds: $50.6B → $51B (+$363M)

1.26% less ownership

Funds ownership: 80.98%79.73% (-1.3%)

13% less funds holding in top 10

Funds holding in top 10: 1513 (-2)

22% less repeat investments, than reductions

Existing positions increased: 543 | Existing positions reduced: 693

Holders
1,680
Holders Change
+22
Holders Change %
+1.33%
% of All Funds
26.37%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.2%
New
112
Increased
543
Reduced
693
Closed
81
Calls
$458M
Puts
$250M
Net Calls
+$208M
Net Calls Change
+$54.9M
Name Holding Trade Value Shares
Change
Change in
Stake
PI
776
PFG Investments
New York
$1.04M +$36.3K +469 +4%
EM
777
ELCO Management
New York
$1.04M
EFS
778
Essex Financial Services
Connecticut
$1.04M +$45.9K +593 +5%
WCM
779
Wallace Capital Management
Texas
$1.04M
TCOK
780
Trust Company of Kansas
Kansas
$1.03M
WTB
781
Washington Trust Bank
Washington
$1.03M -$155K -2,000 -13%
OTL
782
Oak Thistle LLC
New York
$1.03M +$1.04M +13,403 New
VVP
783
Venture Visionary Partners
Ohio
$1.03M
IFU
784
iSAM Funds (UK)
United Kingdom
$1.03M -$394K -5,090 -28%
BL
785
Balentine LLC
Georgia
$1.03M +$331K +4,278 +47%
MWM
786
Massachusetts Wealth Management
Massachusetts
$1.02M -$7.74K -100 -0.8%
APW
787
Aurora Private Wealth
New Jersey
$1.02M -$11.5K -148 -1%
JWCA
788
J.W. Cole Advisors
Florida
$1.02M -$456K -5,887 -31%
AWE
789
Avidian Wealth Enterprises
Texas
$1.02M -$4.88K -63 -0.5%
KWM
790
Kingsview Wealth Management
Oregon
$1.01M -$6.04K -78 -0.6%
CFGS
791
Concourse Financial Group Securities
Alabama
$1M +$71.8K +927 +8%
PHIC
792
Pine Haven Investment Counsel
Massachusetts
$1M -$12K -155 -1%
CNBT
793
Canandaigua National Bank & Trust
New York
$1M -$21.8K -281 -2%
CIAS
794
CFS Investment Advisory Services
New Jersey
$1M +$1.01M +12,990 New
BIM
795
Bridges Investment Management
Nebraska
$1M -$63.2K -817 -6%
NRS
796
Neville Rodie & Shaw
New York
$1M
JIC
797
Joel Isaacson & Co
New York
$999K +$116K +1,500 +13%
IA
798
IFP Advisors
Florida
$997K +$795K +10,265 +383%
NPA
799
Nichols & Pratt Advisers
Massachusetts
$996K -$42.6K -550 -4%
BA
800
Bridgewater Advisors
New York
$992K +$12.1K +156 +1%

CL Hedge Fund Activity: Q2 2023 in Review

1,680 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Colgate-Palmolive (CL) for Q2 2023, worth a combined $51B — up 0.72% from $50.6B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new CL positions and 81 closed out — a net gain of 31 holders — while 543 added to existing stakes and 693 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $1.08B. The largest seller was Third Point, exiting entirely with an estimated $830M sold.

  • 1,680 institutional investors held Colgate-Palmolive (CL) as of Q2 2023, up from 1,658 in Q1 2023.
  • Funds reported $51B of Colgate-Palmolive stock for Q2 2023, up 0.72% quarter-over-quarter.
  • 112 funds opened new Colgate-Palmolive positions in Q2 2023 and 81 closed out, a net change of +31 holders.
  • The largest Colgate-Palmolive buyer in Q2 2023 was T. Rowe Price Associates, an estimated $1.08B added.
  • The largest Colgate-Palmolive seller in Q2 2023 was Third Point, an estimated $830M sold.

Based on aggregated 13F filings for Q2 2023.