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Colgate-Palmolive

1,447 hedge funds and large institutions have $48.9B invested in Colgate-Palmolive in 2019 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 489 increasing their positions, 569 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more call options, than puts

Call options by funds: $463M | Put options by funds: $300M

3% more capital invested

Capital invested by funds: $47.4B → $48.9B (+$1.58B)

0.54% more ownership

Funds ownership: 77.26%77.8% (+0.54%)

1% less funds holding

Funds holding: 1,4571,447 (-10)

2% less first-time investments, than exits

New positions opened: 80 | Existing positions closed: 82

8% less funds holding in top 10

Funds holding in top 10: 2422 (-2)

14% less repeat investments, than reductions

Existing positions increased: 489 | Existing positions reduced: 569

Holders
1,447
Holders Change
-10
Holders Change %
-0.69%
% of All Funds
31.73%
Holding in Top 10
22
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.33%
% of All Funds
0.48%
New
80
Increased
489
Reduced
569
Closed
82
Calls
$463M
Puts
$300M
Net Calls
+$163M
Net Calls Change
+$3.06M
Name Holding Trade Value Shares
Change
Change in
Stake
DAS
851
Dynamic Advisor Solutions
Arizona
$735K +$3.12K +43 +0.4%
HAG
852
HighPoint Advisor Group
Illinois
$730K +$244K +3,367 +44%
PFC
853
Phocas Financial Corp
California
$729K
ST
854
Sabal Trust
Florida
$727K +$6.89K +95 +1%
GWCM
855
Godshalk Welsh Capital Management
Pennsylvania
$724K
GWM
856
GSB Wealth Management
Connecticut
$724K
AWM
857
Aevitas Wealth Management
Massachusetts
$724K +$508 +7 +0.1%
MMG
858
Monetary Management Group
Missouri
$724K +$36.3K +500 +5%
HC
859
Hourglass Capital
Texas
$720K -$29K -400 -4%
CNAM
860
Campbell Newman Asset Management
Wisconsin
$719K
PIM
861
Penobscot Investment Management
Massachusetts
$716K -$21.8K -300 -3%
PFSC
862
Peoples Financial Services Corp
Pennsylvania
$714K -$22.5K -310 -3%
BRWA
863
B. Riley Wealth Advisors
Florida
$713K +$90.5K +1,248 +15%
SYBT
864
Stock Yards Bank & Trust
Kentucky
$710K
DP
865
Dearborn Partners
Illinois
$708K -$50.1K -691 -7%
FPCG
866
Fort Pitt Capital Group
Pennsylvania
$703K +$73 +1 +0%
GI
867
Glovista Investments
New Jersey
$695K
DPIM
868
Duff & Phelps Investment Management
Illinois
$692K -$10.9K -150 -2%
SHGA
869
Sand Hill Global Advisors
California
$689K +$680K +9,371 New
NONA
870
Ninety One North America
New York
$687K +$37.7K +520 +6%
AI
871
Atria Investments
North Carolina
$686K +$35.4K +488 +6%
LS
872
Livforsakringsbolaget Skandia
Sweden
$685K
SS
873
Simplicity Solutions
Minnesota
$685K +$196K +2,704 +41%
OC
874
Oarsman Capital
Wisconsin
$681K -$3.63K -50 -0.5%
CBA
875
Coastal Bridge Advisors
Connecticut
$677K

CL Hedge Fund Activity: Q3 2019 in Review

1,447 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Colgate-Palmolive (CL) for Q3 2019, worth a combined $48.9B — up 3.3% from $47.4B a quarter earlier.

Sellers outnumbered buyers: 82 funds closed out of CL and 80 opened new positions — a net loss of 2 holders — while 569 trimmed existing stakes and 489 added.

The largest buyer was American Century Companies, adding an estimated $367M. The largest seller was Fidelity Investments, cutting an estimated $154M.

  • 1,447 institutional investors held Colgate-Palmolive (CL) as of Q3 2019, down from 1,457 in Q2 2019.
  • Funds reported $48.9B of Colgate-Palmolive stock for Q3 2019, up 3.3% quarter-over-quarter.
  • 80 funds opened new Colgate-Palmolive positions in Q3 2019 and 82 closed out, a net change of -2 holders.
  • The largest Colgate-Palmolive buyer in Q3 2019 was American Century Companies, an estimated $367M added.
  • The largest Colgate-Palmolive seller in Q3 2019 was Fidelity Investments, an estimated $154M sold.

Based on aggregated 13F filings for Q3 2019.