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Colgate-Palmolive

1,621 hedge funds and large institutions have $47.5B invested in Colgate-Palmolive in 2023 Q3 according to their latest regulatory filings, with 101 funds opening new positions, 504 increasing their positions, 668 reducing their positions, and 140 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.79% more ownership

Funds ownership: 79.73%80.51% (+0.79%)

4% less funds holding

Funds holding: 1,6801,621 (-59)

7% less capital invested

Capital invested by funds: $51B → $47.5B (-$3.49B)

22% less call options, than puts

Call options by funds: $393M | Put options by funds: $502M

23% less funds holding in top 10

Funds holding in top 10: 1310 (-3)

25% less repeat investments, than reductions

Existing positions increased: 504 | Existing positions reduced: 668

28% less first-time investments, than exits

New positions opened: 101 | Existing positions closed: 140

Holders
1,621
Holders Change
-59
Holders Change %
-3.51%
% of All Funds
25.72%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.16%
New
101
Increased
504
Reduced
668
Closed
140
Calls
$393M
Puts
$502M
Net Calls
-$109M
Net Calls Change
-$318M
Name Holding Trade Value Shares
Change
Change in
Stake
KWA
801
Kingswood Wealth Advisors
California
$880K +$925K +12,376 New
SLI
802
Sumitomo Life Insurance
Japan
$876K -$11.7K -156 -1%
NAM
803
NTV Asset Management
West Virginia
$872K -$4.93K -66 -0.5%
LA
804
Lifeworks Advisors
Michigan
$871K +$277K +3,703 +43%
NFG
805
Nations Financial Group
Iowa
$869K +$8.22K +110 +0.9%
IA
806
IFP Advisors
Florida
$864K -$59.4K -794 -6%
GC
807
Grimes & Company
Massachusetts
$864K +$2.39K +32 +0.3%
CRWM
808
Castle Rock Wealth Management
California
$862K -$2.84K -38 -0.3%
AG
809
Ascent Group
Virginia
$857K -$311K -4,161 -27%
CCM
810
Chilton Capital Management
Texas
$855K
SFG
811
Summit Financial Group
West Virginia
$851K -$29.9K -400 -3%
RMC
812
Resources Management Corp
Connecticut
$849K -$3.74K -50 -0.4%
EF
813
Exeter Financial
Arizona
$842K +$31.7K +424 +4%
FMAEN1
814
Fund Management at Engine No 1
California
$841K +$76.3K +1,020 +9%
SMC
815
Smith, Moore & Co
Missouri
$839K +$10.6K +142 +1%
BONH
816
Bank of New Hampshire
New Hampshire
$835K -$851K -11,388 -49%
AP
817
Appleton Partners
Massachusetts
$833K -$23.3K -312 -3%
LNC
818
Lincoln National Corp
Pennsylvania
$830K -$203K -2,710 -19%
BL
819
Balentine LLC
Georgia
$823K -$130K -1,738 -13%
CWP
820
Cyndeo Wealth Partners
Florida
$820K
EWM
821
Empirical Wealth Management
Washington
$818K -$17.5K -234 -2%
PAA
822
Peregrine Asset Advisers
Oregon
$812K +$854K +11,421 New
HSA
823
HBK Sorce Advisory
Pennsylvania
$811K -$10.3K -138 -1%
CSPAM
824
Cary Street Partners Asset Management
Virginia
$809K -$2.09K -28 -0.2%
CAM
825
Costello Asset Management
Pennsylvania
$809K -$252K -3,377 -23%

CL Hedge Fund Activity: Q3 2023 in Review

1,621 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Colgate-Palmolive (CL) for Q3 2023, worth a combined $47.5B — down 6.8% from $51B a quarter earlier.

Sellers outnumbered buyers: 140 funds closed out of CL and 101 opened new positions — a net loss of 39 holders — while 668 trimmed existing stakes and 504 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $765M. The largest seller was BlackRock, cutting an estimated $229M.

  • 1,621 institutional investors held Colgate-Palmolive (CL) as of Q3 2023, down from 1,680 in Q2 2023.
  • Funds reported $47.5B of Colgate-Palmolive stock for Q3 2023, down 6.8% quarter-over-quarter.
  • 101 funds opened new Colgate-Palmolive positions in Q3 2023 and 140 closed out, a net change of -39 holders.
  • The largest Colgate-Palmolive buyer in Q3 2023 was T. Rowe Price Associates, an estimated $765M added.
  • The largest Colgate-Palmolive seller in Q3 2023 was BlackRock, an estimated $229M sold.

Based on aggregated 13F filings for Q3 2023.