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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
PFC
851
Phocas Financial Corp
California
$692K +$231K +3,530 +49%
IA
852
IFP Advisors
Florida
$686K -$115K -1,762 -14%
SBIA
853
Sheaff Brock Investment Advisors
Indiana
$686K -$100K -1,536 -13%
TNB
854
Thomasville National Bank
Georgia
$676K +$4.25K +65 +0.6%
GFA
855
Gifford Fong Associates
California
$674K
RC
856
Reik & Co
New York
$674K
SLT
857
St Louis Trust
Missouri
$671K -$114K -1,750 -14%
ST
858
Sabal Trust
Florida
$661K -$26.2K -400 -4%
FI
859
FormulaFolio Investments
Michigan
$656K +$38.8K +593 +6%
ADBIC
860
A.D. Beadell Investment Counsel
Wisconsin
$655K
PL
861
Perpetual Ltd
Australia
$654K
LNB
862
Ledyard National Bank
$653K -$39.1K -597 -6%
MVIP
863
Mar Vista Investment Partners
California
$653K
EFS
864
Essex Financial Services
Connecticut
$652K -$5.5K -84 -0.8%
BFO
865
Biltmore Family Office
North Carolina
$648K
FBC
866
Fairfield, Bush & Co
Connecticut
$648K
GWCM
867
Godshalk Welsh Capital Management
Pennsylvania
$648K
KS
868
Karpas Strategies
Connecticut
$648K
MAM
869
Morse Asset Management
Connecticut
$648K
CBT
870
Capital Bank & Trust
California
$647K
SC
871
Savant Capital
Illinois
$644K -$15.6K -239 -2%
MSAM
872
Moloney Securities Asset Management
Missouri
$643K
ACP
873
Ashfield Capital Partners
California
$642K
SAM
874
Symphony Asset Management
California
$639K -$135K -2,067 -19%
GWM
875
GSB Wealth Management
Connecticut
$638K

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.