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Colgate-Palmolive

1,168 hedge funds and large institutions have $43.1B invested in Colgate-Palmolive in 2013 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 338 increasing their positions, 498 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

212% more first-time investments, than exits

New positions opened: 134 | Existing positions closed: 43

10% more capital invested

Capital invested by funds: $39.3B → $43.1B (+$3.8B)

7% more funds holding

Funds holding: 1,0911,168 (+77)

5% more funds holding in top 10

Funds holding in top 10: 4042 (+2)

0.09% less ownership

Funds ownership: 71.46%71.38% (-0.09%)

25% less call options, than puts

Call options by funds: $277M | Put options by funds: $370M

32% less repeat investments, than reductions

Existing positions increased: 338 | Existing positions reduced: 498

Holders
1,168
Holders Change
+77
Holders Change %
+7.06%
% of All Funds
33.9%
Holding in Top 10
42
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5%
% of All Funds
1.22%
New
134
Increased
338
Reduced
498
Closed
43
Calls
$277M
Puts
$370M
Net Calls
-$93.5M
Net Calls Change
-$5.41M
Name Holding Trade Value Shares
Change
Change in
Stake
CIC
876
Cutler Investment Counsel
Oregon
$522K
HBWM
877
Hollow Brook Wealth Management
New York
$522K
UFG
878
United Fire Group
Iowa
$522K
BFG
879
Beacon Financial Group
Texas
$521K -$89.6K -1,400 -15%
FWCM
880
Ferguson Wellman Capital Management
Oregon
$520K
PJSIMP
881
P.J. Schmidt Investment Management (PJS)
Wisconsin
$520K
TCOTO
882
Trust Company of the Ozarks
Missouri
$520K
CIA
883
Covington Investment Advisors
Pennsylvania
$519K +$10.6K +165 +2%
GI
884
Glovista Investments
New Jersey
$518K
PL
885
Plancorp LLC
Missouri
$518K +$509K +7,950 New
IPRC
886
Indices-Pac Research Corporation
New Jersey
$517K -$91K -1,422 -15%
PSI
887
Pinnacle Summer Investments
Virginia
$511K +$24.6K +385 +5%
JFGIW
888
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$504K -$147K -2,300 -23%
LWM
889
LBA Wealth Management
Florida
$501K +$491K +7,678 New
RT
890
Reliance Trust
Georgia
$500K -$6.4K -100 -1%
PFC
891
Phocas Financial Corp
California
$500K -$5.12K -80 -1%
CIA
892
Capital Investment Advisors
Georgia
$497K +$488K +7,628 New
SC
893
Schulhoff & Co
Ohio
$496K
IB
894
Intrust Bank
Kansas
$495K
MME
895
Meag Munich Ergo
Germany
$495K
WSA
896
Willow Street Advisors
Florida
$494K
MJP
897
Michael J. Puzo
$493K -$17.2K -269 -3%
PAMG
898
Patton Albertson Miller Group
Tennessee
$491K -$102K -1,600 -18%
CCA
899
Catalyst Capital Advisors
New York
$490K
HVIA
900
Hudson Valley Investment Advisors
New York
$487K +$48K +750 +11%