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Colgate-Palmolive

1,427 hedge funds and large institutions have $38.8B invested in Colgate-Palmolive in 2018 Q4 according to their latest regulatory filings, with 154 funds opening new positions, 393 increasing their positions, 641 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more call options, than puts

Call options by funds: $721M | Put options by funds: $403M

41% more first-time investments, than exits

New positions opened: 154 | Existing positions closed: 109

37% more funds holding in top 10

Funds holding in top 10: 1926 (+7)

2% more funds holding

Funds holding: 1,3941,427 (+33)

0.16% more ownership

Funds ownership: 75.81%75.97% (+0.16%)

12% less capital invested

Capital invested by funds: $43.9B → $38.8B (-$5.13B)

39% less repeat investments, than reductions

Existing positions increased: 393 | Existing positions reduced: 641

Holders
1,427
Holders Change
+33
Holders Change %
+2.37%
% of All Funds
31.79%
Holding in Top 10
26
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+36.84%
% of All Funds
0.58%
New
154
Increased
393
Reduced
641
Closed
109
Calls
$721M
Puts
$403M
Net Calls
+$319M
Net Calls Change
+$384M
Name Holding Trade Value Shares
Change
Change in
Stake
LFAS
826
Level Four Advisory Services
Texas
$746K -$246K -3,930 -24%
AP
827
Advisor Partners
California
$746K +$43.3K +692 +6%
LHC
828
Little House Capital
Massachusetts
$743K +$812K +12,975 New
BBA
829
BLB&B Advisors
Pennsylvania
$741K -$280K -4,478 -26%
SSWM
830
Sheets Smith Wealth Management
North Carolina
$741K +$27.5K +439 +4%
RWA
831
River Wealth Advisors
Pennsylvania
$737K -$72.8K -1,164 -9%
GT
832
Glenview Trust
Kentucky
$730K -$32.8K -524 -4%
NICM
833
Neo Ivy Capital Management
New York
$730K +$767K +12,259 New
BIAS
834
Beacon Investment Advisory Services
New Jersey
$726K -$13.2K -211 -2%
FIMG
835
Financial & Investment Management Group
Michigan
$726K
SA
836
Sicart Associates
New York
$726K
DDC
837
DF Dent & Co
Maryland
$722K
PIM
838
Penobscot Investment Management
Massachusetts
$721K -$12.8K -205 -2%
FWIA
839
Fort Washington Investment Advisors
Ohio
$714K -$295K -4,713 -28%
FDCC
840
Foster Dykema Cabot & Co
Massachusetts
$713K
CTA
841
Colonial Trust Advisors
South Carolina
$711K -$28.2K -450 -4%
CPIA
842
Cornell Pochily Investment Advisors
New York
$711K -$4.44K -71 -0.6%
IA
843
Independence Advisors
Pennsylvania
$708K -$2.31K -37 -0.3%
PIM
844
Provident Investment Management
Michigan
$706K
FQ
845
First Quadrant
California
$702K
GC
846
Grimes & Company
Massachusetts
$701K
PIA
847
Peachtree Investment Advisors
Georgia
$699K +$237K +3,785 +48%
ACS
848
Archford Capital Strategies
Illinois
$675K -$7.45K -119 -1%
SLF
849
Sun Life Financial
Ontario, Canada
$674K +$313 +5 +0%
CTA
850
Chesley Taft & Associates
Illinois
$666K -$21.9K -350 -3%

CL Hedge Fund Activity: Q4 2018 in Review

1,427 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Colgate-Palmolive (CL) for Q4 2018, worth a combined $38.8B — down 12% from $43.9B a quarter earlier.

Buyers outnumbered sellers: 154 funds opened new CL positions and 109 closed out — a net gain of 45 holders — while 393 added to existing stakes and 641 trimmed.

The largest buyer was BlackRock, adding an estimated $453M. The largest seller was UBS Group, cutting an estimated $665M.

  • 1,427 institutional investors held Colgate-Palmolive (CL) as of Q4 2018, up from 1,394 in Q3 2018.
  • Funds reported $38.8B of Colgate-Palmolive stock for Q4 2018, down 12% quarter-over-quarter.
  • 154 funds opened new Colgate-Palmolive positions in Q4 2018 and 109 closed out, a net change of +45 holders.
  • The largest Colgate-Palmolive buyer in Q4 2018 was BlackRock, an estimated $453M added.
  • The largest Colgate-Palmolive seller in Q4 2018 was UBS Group, an estimated $665M sold.

Based on aggregated 13F filings for Q4 2018.