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Colgate-Palmolive

1,189 hedge funds and large institutions have $42.7B invested in Colgate-Palmolive in 2014 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 426 increasing their positions, 482 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 47

0% less funds holding

Funds holding: 1,1931,189 (-4)

1.45% less ownership

Funds ownership: 73.19%71.74% (-1.4%)

7% less capital invested

Capital invested by funds: $45.6B → $42.7B (-$2.98B)

12% less repeat investments, than reductions

Existing positions increased: 426 | Existing positions reduced: 482

14% less call options, than puts

Call options by funds: $284M | Put options by funds: $331M

33% less funds holding in top 10

Funds holding in top 10: 4027 (-13)

Holders
1,189
Holders Change
-4
Holders Change %
-0.34%
% of All Funds
34.49%
Holding in Top 10
27
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-32.5%
% of All Funds
0.78%
New
50
Increased
426
Reduced
482
Closed
47
Calls
$284M
Puts
$331M
Net Calls
-$47.3M
Net Calls Change
-$56.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CHAM
851
Clear Harbor Asset Management
Connecticut
$612K
RWM
852
RKL Wealth Management
Pennsylvania
$604K
AB
853
AT Bancorp
Iowa
$601K
KC
854
Kingfisher Capital
North Carolina
$600K -$3.3K -50 -0.5%
BHBT
855
Burke & Herbert Bank & Trust
Virginia
$600K
MC
856
Miles Capital
Iowa
$598K -$5.47K -83 -0.9%
BT
857
Beacon Trust
New Jersey
$595K -$10.8K -163 -2%
ICM
858
IMS Capital Management
Oregon
$594K +$600K +9,100 New
SGAM
859
Steinberg Global Asset Management
Florida
$587K +$66 +1 +0%
PRCM
860
Pine River Capital Management
Minnesota
$580K +$587K +8,900 New
FFA
861
First Foundation Advisors
California
$576K +$84.2K +1,277 +17%
FB
862
Fulton Bank
Pennsylvania
$572K -$19.3K -292 -3%
BCM
863
BTR Capital Management
California
$569K -$6.6K -100 -1%
TFA
864
Transamerica Financial Advisors
Florida
$566K +$374K +5,674 +190%
NSAM
865
North Star Asset Management
Wisconsin
$563K
LNB
866
Ledyard National Bank
$563K +$10.6K +160 +2%
KT
867
Kanaly Trust
Texas
$561K
FIM
868
Freedom Investment Management
Connecticut
$559K +$42.9K +650 +8%
SWM
869
Segment Wealth Management
Texas
$556K +$7.85K +119 +1%
CCMG
870
Clark Capital Management Group
Pennsylvania
$556K +$129K +1,962 +30%
HT
871
HighTower Trust
Texas
$554K -$369K -5,602 -40%
CAM
872
Columbia Asset Management
Michigan
$554K
WPC
873
White Pine Capital
Minnesota
$554K
WS
874
Wedbush Securities
California
$553K +$81.2K +1,231 +17%
ICM
875
IronBridge Capital Management
Illinois
$552K -$437K -6,620 -44%

CL Hedge Fund Activity: Q3 2014 in Review

1,189 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Colgate-Palmolive (CL) for Q3 2014, worth a combined $42.7B — down 6.5% from $45.6B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new CL positions and 47 closed out — a net gain of 3 holders — while 426 added to existing stakes and 482 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $209M. The largest seller was Norges Bank, cutting an estimated $380M.

  • 1,189 institutional investors held Colgate-Palmolive (CL) as of Q3 2014, down from 1,193 in Q2 2014.
  • Funds reported $42.7B of Colgate-Palmolive stock for Q3 2014, down 6.5% quarter-over-quarter.
  • 50 funds opened new Colgate-Palmolive positions in Q3 2014 and 47 closed out, a net change of +3 holders.
  • The largest Colgate-Palmolive buyer in Q3 2014 was JP Morgan Chase, an estimated $209M added.
  • The largest Colgate-Palmolive seller in Q3 2014 was Norges Bank, an estimated $380M sold.

Based on aggregated 13F filings for Q3 2014.