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Colgate-Palmolive

1,168 hedge funds and large institutions have $43.1B invested in Colgate-Palmolive in 2013 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 338 increasing their positions, 498 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

212% more first-time investments, than exits

New positions opened: 134 | Existing positions closed: 43

10% more capital invested

Capital invested by funds: $39.3B → $43.1B (+$3.8B)

7% more funds holding

Funds holding: 1,0911,168 (+77)

5% more funds holding in top 10

Funds holding in top 10: 4042 (+2)

0.09% less ownership

Funds ownership: 71.46%71.38% (-0.09%)

25% less call options, than puts

Call options by funds: $277M | Put options by funds: $370M

32% less repeat investments, than reductions

Existing positions increased: 338 | Existing positions reduced: 498

Holders
1,168
Holders Change
+77
Holders Change %
+7.06%
% of All Funds
33.9%
Holding in Top 10
42
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5%
% of All Funds
1.22%
New
134
Increased
338
Reduced
498
Closed
43
Calls
$277M
Puts
$370M
Net Calls
-$93.5M
Net Calls Change
-$5.41M
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
801
Perigon Wealth Management
California
$734K +$720K +11,256 New
GT
802
Greenleaf Trust
Michigan
$722K -$12.8K -200 -2%
ICAS
803
Investors Capital Advisory Services
Massachusetts
$717K +$93.3K +1,458 +15%
NAMP
804
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$713K
OFS
805
Orrstown Financial Services
Pennsylvania
$710K -$38.4K -600 -5%
FDCC
806
Foster Dykema Cabot & Co
Massachusetts
$706K
CB
807
Chemical Bank
Michigan
$704K -$117K -1,825 -14%
BCM
808
Blume Capital Management
California
$701K +$688K +10,750 New
LG
809
Laidlaw Group
New York
$696K
ST
810
Somerset Trust
Pennsylvania
$695K +$682K +10,661 New
LIC
811
Lodestar Investment Counsel
Illinois
$691K
PCM
812
Peg Capital Management
New Hampshire
$687K -$28.2K -440 -4%
KS
813
Karpas Strategies
Connecticut
$681K
SI
814
Stephens Inc
Arkansas
$680K +$33.5K +524 +5%
WB
815
Webster Bank
Connecticut
$677K -$12.8K -200 -2%
1GA
816
1st Global Advisors
Texas
$674K +$127K +1,991 +24%
TCB
817
Texas Capital Bancshares
Texas
$667K -$80.6K -1,260 -11%
TIM
818
Thompson Investment Management
Wisconsin
$662K
DDC
819
DF Dent & Co
Maryland
$652K
CAM
820
CG Asset Management
New York
$652K +$640K +10,000 New
MFS
821
MSI Financial Services
Massachusetts
$651K -$634K -9,903 -50%
ECML
822
Eagle Capital Management (Louisiana)
Louisiana
$650K +$638K +9,975 New
BCM
823
BBT Capital Management
Texas
$649K
HT
824
HighTower Trust
Texas
$646K +$634K +9,907 New
DAC
825
Dividend Assets Capital
South Carolina
$643K -$9.22K -144 -1%