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Colgate-Palmolive

1,680 hedge funds and large institutions have $51B invested in Colgate-Palmolive in 2023 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 543 increasing their positions, 693 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more call options, than puts

Call options by funds: $458M | Put options by funds: $250M

38% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 81

1% more funds holding

Funds holding: 1,6581,680 (+22)

1% more capital invested

Capital invested by funds: $50.6B → $51B (+$363M)

1.26% less ownership

Funds ownership: 80.98%79.73% (-1.3%)

13% less funds holding in top 10

Funds holding in top 10: 1513 (-2)

22% less repeat investments, than reductions

Existing positions increased: 543 | Existing positions reduced: 693

Holders
1,680
Holders Change
+22
Holders Change %
+1.33%
% of All Funds
26.37%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.2%
New
112
Increased
543
Reduced
693
Closed
81
Calls
$458M
Puts
$250M
Net Calls
+$208M
Net Calls Change
+$54.9M
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
826
Allred Capital Management
Texas
$907K -$15.4K -199 -2%
DI
827
DFPG Investments
Utah
$907K -$504K -6,505 -35%
EWM
828
Empirical Wealth Management
Washington
$904K +$631K +8,154 +228%
SMC
829
Smith, Moore & Co
Missouri
$898K +$33.9K +438 +4%
CA
830
Cornerstone Advisors
North Carolina
$894K +$898K +11,600 New
HSA
831
HBK Sorce Advisory
Pennsylvania
$890K -$86K -1,111 -9%
OWP
832
Obermeyer Wealth Partners
Colorado
$888K +$4.72K +61 +0.5%
CWP
833
Cyndeo Wealth Partners
Florida
$888K
PTP
834
Platform Technology Partners
New York
$886K +$17K +219 +2%
SFSG
835
Sound Financial Strategies Group
Mississippi
$886K +$890K +11,496 New
CSPAM
836
Cary Street Partners Asset Management
Virginia
$879K +$3.95K +51 +0.4%
WA
837
WBH Advisory
Maryland
$877K -$26.5K -342 -3%
IWC
838
Integrated Wealth Concepts
Massachusetts
$875K +$429K +5,543 +95%
TNB
839
Thomasville National Bank
Georgia
$874K
ESB
840
Essex Savings Bank
Connecticut
$870K +$33.8K +437 +4%
CFA
841
CWS Financial Advisors
Michigan
$865K -$4.41K -57 -0.5%
EF
842
Exeter Financial
Arizona
$861K -$338K -4,370 -28%
FHA
843
Flagship Harbor Advisors
Massachusetts
$856K +$32.4K +419 +4%
CCB
844
Country Club Bank
Missouri
$851K -$82.4K -1,065 -9%
PA
845
Profund Advisors
Maryland
$851K -$3.71K -48 -0.4%
MM
846
MQS Management
New York
$849K -$48.8K -631 -5%
DDC
847
DF Dent & Co
Maryland
$848K -$310 -4 -0%
PWMAG
848
Pinnacle Wealth Management Advisory Group
New Jersey
$848K -$76.6K -990 -8%
VA
849
Valmark Advisers
Ohio
$839K -$6.19K -80 -0.7%
BFEC
850
Benjamin F. Edwards & Company
Missouri
$836K -$51.4K -664 -6%

CL Hedge Fund Activity: Q2 2023 in Review

1,680 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Colgate-Palmolive (CL) for Q2 2023, worth a combined $51B — up 0.72% from $50.6B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new CL positions and 81 closed out — a net gain of 31 holders — while 543 added to existing stakes and 693 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $1.08B. The largest seller was Third Point, exiting entirely with an estimated $830M sold.

  • 1,680 institutional investors held Colgate-Palmolive (CL) as of Q2 2023, up from 1,658 in Q1 2023.
  • Funds reported $51B of Colgate-Palmolive stock for Q2 2023, up 0.72% quarter-over-quarter.
  • 112 funds opened new Colgate-Palmolive positions in Q2 2023 and 81 closed out, a net change of +31 holders.
  • The largest Colgate-Palmolive buyer in Q2 2023 was T. Rowe Price Associates, an estimated $1.08B added.
  • The largest Colgate-Palmolive seller in Q2 2023 was Third Point, an estimated $830M sold.

Based on aggregated 13F filings for Q2 2023.