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Colgate-Palmolive

1,298 hedge funds and large institutions have $48.4B invested in Colgate-Palmolive in 2016 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 427 increasing their positions, 546 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 37

1% more funds holding

Funds holding: 1,2841,298 (+14)

0% more capital invested

Capital invested by funds: $48.3B → $48.4B (+$40.4M)

0.34% less ownership

Funds ownership: 73.92%73.59% (-0.34%)

18% less funds holding in top 10

Funds holding in top 10: 4537 (-8)

22% less repeat investments, than reductions

Existing positions increased: 427 | Existing positions reduced: 546

29% less call options, than puts

Call options by funds: $342M | Put options by funds: $479M

Holders
1,298
Holders Change
+14
Holders Change %
+1.09%
% of All Funds
34.63%
Holding in Top 10
37
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-17.78%
% of All Funds
0.99%
New
67
Increased
427
Reduced
546
Closed
37
Calls
$342M
Puts
$479M
Net Calls
-$137M
Net Calls Change
-$255M
Name Holding Trade Value Shares
Change
Change in
Stake
FIMG
801
Financial & Investment Management Group
Michigan
$905K
FNFDCM
802
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$905K
LOAME
803
Lombard Odier Asset Management (Europe)
United Kingdom
$894K
WIC
804
Water Island Capital
New York
$892K +$889K +12,027 New
SSWM
805
Sheets Smith Wealth Management
North Carolina
$885K
IA
806
Independence Advisors
Pennsylvania
$882K +$880K +11,901 New
MCA
807
Mercer Capital Advisers
New Jersey
$881K +$148 +2 +0%
PIM
808
Provident Investment Management
Michigan
$879K
EAM
809
Evanson Asset Management
California
$877K -$2.96K -40 -0.3%
IP
810
Investment Partners
Ohio
$876K +$873K +11,809 New
IHL
811
Investment House LLC
California
$873K -$3.7K -50 -0.4%
TCM
812
Tradition Capital Management
New Jersey
$872K +$19.1K +259 +2%
ONB
813
Old National Bancorp
Indiana
$868K -$30.7K -415 -3%
AIMCA
814
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$860K -$784K -10,600 -48%
UR
815
USCA RIA
Texas
$854K +$86.9K +1,176 +11%
FNT
816
First National Trust
Pennsylvania
$853K +$118K +1,600 +16%
Fuller & Thaler Asset Management
817
Fuller & Thaler Asset Management
California
$853K +$318K +4,300 +60%
NI
818
Numeric Investors
Massachusetts
$853K +$850K +11,500 New
PFSC
819
Peoples Financial Services Corp
Pennsylvania
$849K -$22.2K -300 -3%
VKH
820
Virtu KCG Holdings
New York
$846K -$549K -7,425 -39%
MFW
821
Mosaic Family Wealth
Missouri
$846K +$295K +3,997 +54%
DPIM
822
Duff & Phelps Investment Management
Illinois
$844K -$11.8K -160 -1%
BFEC
823
Benjamin F. Edwards & Company
Missouri
$841K -$296 -4 -0%
SCA
824
Sippican Capital Advisors
Massachusetts
$840K
MVIP
825
Mar Vista Investment Partners
California
$829K -$296K -3,999 -26%

CL Hedge Fund Activity: Q3 2016 in Review

1,298 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Colgate-Palmolive (CL) for Q3 2016, worth a combined $48.4B — up 0.08% from $48.3B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new CL positions and 37 closed out — a net gain of 30 holders — while 427 added to existing stakes and 546 trimmed.

The largest buyer was Ninety One (UK), adding an estimated $161M. The largest seller was Wellington Management Group, cutting an estimated $401M.

  • 1,298 institutional investors held Colgate-Palmolive (CL) as of Q3 2016, up from 1,284 in Q2 2016.
  • Funds reported $48.4B of Colgate-Palmolive stock for Q3 2016, up 0.08% quarter-over-quarter.
  • 67 funds opened new Colgate-Palmolive positions in Q3 2016 and 37 closed out, a net change of +30 holders.
  • The largest Colgate-Palmolive buyer in Q3 2016 was Ninety One (UK), an estimated $161M added.
  • The largest Colgate-Palmolive seller in Q3 2016 was Wellington Management Group, an estimated $401M sold.

Based on aggregated 13F filings for Q3 2016.