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Colgate-Palmolive

1,233 hedge funds and large institutions have $43.2B invested in Colgate-Palmolive in 2015 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 379 increasing their positions, 531 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 48

25% more call options, than puts

Call options by funds: $284M | Put options by funds: $228M

6% more funds holding in top 10

Funds holding in top 10: 3133 (+2)

1% more funds holding

Funds holding: 1,2261,233 (+7)

0.36% less ownership

Funds ownership: 73.54%73.18% (-0.36%)

6% less capital invested

Capital invested by funds: $46.1B → $43.2B (-$2.89B)

29% less repeat investments, than reductions

Existing positions increased: 379 | Existing positions reduced: 531

Holders
1,233
Holders Change
+7
Holders Change %
+0.57%
% of All Funds
33.21%
Holding in Top 10
33
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.45%
% of All Funds
0.89%
New
68
Increased
379
Reduced
531
Closed
48
Calls
$284M
Puts
$228M
Net Calls
+$56.7M
Net Calls Change
-$41.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CK
851
Carnick & Kubik
Colorado
$601K -$18.7K -275 -3%
NAMP
852
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$600K -$61.1K -900 -9%
TIM
853
Thompson Investment Management
Wisconsin
$599K -$67.8K -1,000 -10%
KC
854
Kingfisher Capital
North Carolina
$599K +$271 +4 +0%
TCOTO
855
Trust Company of the Ozarks
Missouri
$598K -$27.1K -400 -4%
RWM
856
RKL Wealth Management
Pennsylvania
$597K -$7.12K -105 -1%
AB
857
AT Bancorp
Iowa
$596K -$6.51K -96 -1%
SIA
858
Starfire Investment Advisers
Michigan
$595K +$407 +6 +0.1%
FPCG
859
Fort Pitt Capital Group
Pennsylvania
$593K +$68 +1 +0%
ICM
860
IronBridge Capital Management
Illinois
$591K
AR
861
Advisory Research
Illinois
$588K -$406K -5,989 -40%
MPI
862
Mairs & Power Inc
Minnesota
$587K
ATC
863
Argent Trust Co
Tennessee
$581K -$5.7K -84 -0.9%
MC
864
Miles Capital
Iowa
$579K -$50.8K -749 -8%
MMPW
865
Mitchell McLeod Pugh & Williams
Alabama
$579K +$24.1K +355 +4%
CNC
866
Citizens & Northern Corp
Pennsylvania
$571K -$67.8K -1,000 -10%
HAM
867
Highstreet Asset Management
Ontario, Canada
$564K -$8.41K -124 -1%
RWA
868
Ropes Wealth Advisors
Massachusetts
$555K -$10.2K -150 -2%
CAM
869
Columbia Asset Management
Michigan
$555K
GIP
870
Greatmark Investment Partners
Georgia
$555K +$217K +3,200 +60%
SWM
871
Segment Wealth Management
Texas
$549K -$5.56K -82 -1%
LNB
872
Ledyard National Bank
$549K -$5.43K -80 -0.9%
PAM
873
Princeton Alpha Management
New Jersey
$549K +$332K +4,887 +139%
SIC
874
SFE Investment Counsel
California
$546K -$180K -2,649 -24%
ICAS
875
Investors Capital Advisory Services
Massachusetts
$546K -$4.21K -62 -0.7%

CL Hedge Fund Activity: Q2 2015 in Review

1,233 of the 3,713 institutional investors tracked by Wall St. Rank reported a position in Colgate-Palmolive (CL) for Q2 2015, worth a combined $43.2B — down 6.3% from $46.1B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new CL positions and 48 closed out — a net gain of 20 holders — while 379 added to existing stakes and 531 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $279M. The largest seller was State Street, cutting an estimated $209M.

  • 1,233 institutional investors held Colgate-Palmolive (CL) as of Q2 2015, up from 1,226 in Q1 2015.
  • Funds reported $43.2B of Colgate-Palmolive stock for Q2 2015, down 6.3% quarter-over-quarter.
  • 68 funds opened new Colgate-Palmolive positions in Q2 2015 and 48 closed out, a net change of +20 holders.
  • The largest Colgate-Palmolive buyer in Q2 2015 was Wellington Management Group, an estimated $279M added.
  • The largest Colgate-Palmolive seller in Q2 2015 was State Street, an estimated $209M sold.

Based on aggregated 13F filings for Q2 2015.