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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
TMAM
826
Tokio Marine Asset Management
Japan
$744K -$207K -3,164 -22%
ACS
827
Archford Capital Strategies
Illinois
$743K +$750K +11,464 New
MSS
828
Mitchell Sinkler & Starr
Pennsylvania
$742K +$62.1K +950 +9%
RW
829
Rand Wealth
Maryland
$739K -$2.35K -36 -0.3%
AA
830
Ancora Advisors
Ohio
$736K -$32.7K -500 -4%
JC
831
Jacobs & Co
California
$736K -$22.6K -346 -3%
SCA
832
Sippican Capital Advisors
Massachusetts
$732K -$4.91K -75 -0.7%
PI
833
Putnam Investments
Massachusetts
$732K +$9.88K +151 +1%
SLF
834
Sun Life Financial
Ontario, Canada
$731K +$682K +10,421 +1,217%
IHL
835
Investment House LLC
California
$724K
OC
836
Oarsman Capital
Wisconsin
$720K -$58.9K -900 -7%
MJP
837
Michael J. Puzo
$718K -$3.27K -50 -0.4%
TRCT
838
Tower Research Capital (TRC)
New York
$718K +$646K +9,877 +823%
AP
839
Advisor Partners
California
$717K -$323K -4,935 -31%
PP
840
Patten & Patten
Tennessee
$717K -$26.8K -410 -4%
LC
841
Lincoln Capital
Nebraska
$717K -$6.54K -100 -0.9%
MMG
842
Monetary Management Group
Missouri
$716K +$98.1K +1,500 +16%
CWM
843
Chesapeake Wealth Management
Virginia
$713K
SACTSONJ
844
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$713K +$262K +4,000 +57%
BIM
845
Baldwin Investment Management
Pennsylvania
$712K +$150K +2,300 +26%
MS
846
Maven Securities
Jersey
$709K
HJA
847
Hugh Johnson Advisors
New York
$704K +$52.4K +801 +8%
PFSC
848
Peoples Financial Services Corp
Pennsylvania
$696K
FBT
849
First Bankers Trust
Kentucky
$696K +$3.4K +52 +0.5%
CCA
850
Catalyst Capital Advisors
New York
$693K -$2.01M -30,745 -74%

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.