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Colgate-Palmolive

1,651 hedge funds and large institutions have $57.2B invested in Colgate-Palmolive in 2020 Q4 according to their latest regulatory filings, with 214 funds opening new positions, 522 increasing their positions, 588 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

197% more first-time investments, than exits

New positions opened: 214 | Existing positions closed: 72

33% more funds holding in top 10

Funds holding in top 10: 1216 (+4)

11% more capital invested

Capital invested by funds: $51.7B → $57.2B (+$5.54B)

8% more funds holding

Funds holding: 1,5311,651 (+120)

0.26% less ownership

Funds ownership: 78.31%78.05% (-0.26%)

11% less repeat investments, than reductions

Existing positions increased: 522 | Existing positions reduced: 588

18% less call options, than puts

Call options by funds: $277M | Put options by funds: $337M

Holders
1,651
Holders Change
+120
Holders Change %
+7.84%
% of All Funds
29.21%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.28%
New
214
Increased
522
Reduced
588
Closed
72
Calls
$277M
Puts
$337M
Net Calls
-$61M
Net Calls Change
-$16.4M
Name Holding Trade Value Shares
Change
Change in
Stake
HFA
851
HC Financial Advisors
California
$910K -$59.5K -719 -6%
SBIA
852
Sheaff Brock Investment Advisors
Indiana
$910K +$1.32K +16 +0.2%
SWP
853
Stratos Wealth Partners
Ohio
$908K -$195K -2,362 -18%
FNBOO
854
First National Bank of Omaha
Nebraska
$908K +$47.4K +573 +6%
IHL
855
Investment House LLC
California
$901K -$4.13K -50 -0.5%
PP
856
Paloma Partners
Connecticut
$899K -$408K -4,939 -32%
ATC
857
Adirondack Trust Company
New York
$899K -$57.9K -700 -6%
BFS
858
Bard Financial Services
Connecticut
$899K +$869K +10,510 New
RIG
859
Renaissance Investment Group
Massachusetts
$896K +$6.62K +80 +0.8%
S
860
SignatureFD
Georgia
$895K +$39.5K +478 +5%
CA
861
Claro Advisors
Massachusetts
$892K -$26.9K -325 -3%
GFA
862
Gifford Fong Associates
California
$889K
WIC
863
Whitegate Investment Counselors
New Hampshire
$886K -$102K -1,235 -11%
PWM
864
Perigon Wealth Management
California
$886K +$21.8K +264 +3%
SSWM
865
Sheets Smith Wealth Management
North Carolina
$885K
PP
866
Patten & Patten
Tennessee
$876K +$2.48K +30 +0.3%
TC
867
Telemus Capital
Michigan
$873K
RG
868
Rikoon Group
New Mexico
$866K +$83 +1 +0%
LFASL
869
Lugano Financial Advisors SA (LFA)
Switzerland
$865K +$2.65K +32 +0.3%
DPIM
870
Duff & Phelps Investment Management
Illinois
$865K +$8.27K +100 +1%
FHB
871
First Hawaiian Bank
Hawaii
$862K +$11.9K +144 +1%
JAM
872
Jupiter Asset Management
United Kingdom
$859K +$334K +4,042 +67%
AF
873
Arrow Financial
New York
$856K
FBC
874
Fairfield, Bush & Co
Connecticut
$855K
LCH
875
Lee Capital Holdings
New York
$855K

CL Hedge Fund Activity: Q4 2020 in Review

1,651 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Colgate-Palmolive (CL) for Q4 2020, worth a combined $57.2B — up 11% from $51.7B a quarter earlier.

Buyers outnumbered sellers: 214 funds opened new CL positions and 72 closed out — a net gain of 142 holders — while 522 added to existing stakes and 588 trimmed.

The largest buyer was American Century Companies, adding an estimated $234M. The largest seller was State Street, cutting an estimated $205M.

  • 1,651 institutional investors held Colgate-Palmolive (CL) as of Q4 2020, up from 1,531 in Q3 2020.
  • Funds reported $57.2B of Colgate-Palmolive stock for Q4 2020, up 11% quarter-over-quarter.
  • 214 funds opened new Colgate-Palmolive positions in Q4 2020 and 72 closed out, a net change of +142 holders.
  • The largest Colgate-Palmolive buyer in Q4 2020 was American Century Companies, an estimated $234M added.
  • The largest Colgate-Palmolive seller in Q4 2020 was State Street, an estimated $205M sold.

Based on aggregated 13F filings for Q4 2020.