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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
RWM
801
RKL Wealth Management
Pennsylvania
$816K -$13.4K -205 -2%
BIAS
802
Beacon Investment Advisory Services
New Jersey
$805K -$86K -1,314 -10%
FDCC
803
Foster Dykema Cabot & Co
Massachusetts
$796K
DIM
804
DC Investments Management
Virginia
$793K +$436K +6,658 +119%
FIMG
805
Financial & Investment Management Group
Michigan
$791K
SA
806
Sicart Associates
New York
$791K
DDC
807
DF Dent & Co
Maryland
$786K +$52.3K +800 +7%
VIG
808
Vienna Insurance Group
Poland
$784K +$50.4K +770 +7%
CPIA
809
Cornell Pochily Investment Advisors
New York
$782K -$4.12K -63 -0.5%
SSWM
810
Sheets Smith Wealth Management
North Carolina
$778K
UAS
811
United Asset Strategies
New York
$778K +$87.8K +1,342 +13%
JIC
812
Joel Isaacson & Co
New York
$775K
MIH
813
Meitav Investment House
Israel
$772K -$59.1K -904 -7%
PI
814
PHH Investments
Texas
$772K -$6.41K -98 -0.8%
AF
815
Advisornet Financial
Minnesota
$771K -$6.21K -95 -0.8%
IA
816
Independence Advisors
Pennsylvania
$771K
PIM
817
Provident Investment Management
Michigan
$769K
FQ
818
First Quadrant
California
$765K
GC
819
Grimes & Company
Massachusetts
$763K -$3.6K -55 -0.5%
SGAM
820
Steinberg Global Asset Management
Florida
$763K
DP
821
Dearborn Partners
Illinois
$758K +$17.4K +266 +2%
SIM
822
Sentry Investment Management
Wisconsin
$756K -$3.47M -53,089 -82%
DJSG
823
D.J. St. Germain
Massachusetts
$748K +$9.81K +150 +1%
TAM
824
Tiverton Asset Management
Delaware
$748K +$140K +2,133 +23%
HC
825
Hourglass Capital
Texas
$746K -$5.23K -80 -0.7%

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.