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Colgate-Palmolive

1,189 hedge funds and large institutions have $42.7B invested in Colgate-Palmolive in 2014 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 426 increasing their positions, 482 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 47

0% less funds holding

Funds holding: 1,1931,189 (-4)

1.45% less ownership

Funds ownership: 73.19%71.74% (-1.4%)

7% less capital invested

Capital invested by funds: $45.6B → $42.7B (-$2.98B)

12% less repeat investments, than reductions

Existing positions increased: 426 | Existing positions reduced: 482

14% less call options, than puts

Call options by funds: $284M | Put options by funds: $331M

33% less funds holding in top 10

Funds holding in top 10: 4027 (-13)

Holders
1,189
Holders Change
-4
Holders Change %
-0.34%
% of All Funds
34.49%
Holding in Top 10
27
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-32.5%
% of All Funds
0.78%
New
50
Increased
426
Reduced
482
Closed
47
Calls
$284M
Puts
$331M
Net Calls
-$47.3M
Net Calls Change
-$56.3M
Name Holding Trade Value Shares
Change
Change in
Stake
DAM
876
Delta Asset Management
Tennessee
$549K
BOH
877
Bank of Hawaii
Hawaii
$541K -$586K -8,890 -52%
WIL
878
Winifred I. Li
$537K
ACM
879
Apex Capital Management
Ohio
$535K
PFBT
880
Parkside Financial Bank & Trust
Missouri
$535K +$13.7K +207 +3%
CWA
881
Constellation Wealth Advisors
New York
$535K +$141K +2,131 +35%
WA
882
Wheatland Advisors
Pennsylvania
$528K -$6.6K -100 -1%
VP
883
Value Partners
Hong Kong
$528K +$534K +8,100 New
PSI
884
Pinnacle Summer Investments
Virginia
$527K +$15K +227 +3%
PL
885
Plancorp LLC
Missouri
$525K +$268K +4,061 +102%
ACH
886
ArrowMark Colorado Holdings
Colorado
$522K
CIC
887
Cutler Investment Counsel
Oregon
$522K
HBWM
888
Hollow Brook Wealth Management
New York
$522K
LIM
889
Loudon Investment Management
New Hampshire
$522K
UFG
890
United Fire Group
Iowa
$522K
LKIM
891
Lawson Kroeker Investment Management
Nebraska
$512K -$245K -3,710 -32%
ST
892
Stifel Trust
Missouri
$506K -$4.62K -70 -0.9%
CIA
893
Capital Investment Advisors
Georgia
$501K
PFC
894
Phocas Financial Corp
California
$500K
CIA
895
Covington Investment Advisors
Pennsylvania
$499K
FSC
896
Fiduciary Services Corp
Georgia
$496K -$5.28K -80 -1%
OFS
897
Orrstown Financial Services
Pennsylvania
$496K
SC
898
Schulhoff & Co
Ohio
$496K
HVIA
899
Hudson Valley Investment Advisors
New York
$493K -$30K -455 -6%
WCM
900
Weyland Capital Management
New Hampshire
$489K -$40.6K -615 -8%

CL Hedge Fund Activity: Q3 2014 in Review

1,189 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Colgate-Palmolive (CL) for Q3 2014, worth a combined $42.7B — down 6.5% from $45.6B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new CL positions and 47 closed out — a net gain of 3 holders — while 426 added to existing stakes and 482 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $209M. The largest seller was Norges Bank, cutting an estimated $380M.

  • 1,189 institutional investors held Colgate-Palmolive (CL) as of Q3 2014, down from 1,193 in Q2 2014.
  • Funds reported $42.7B of Colgate-Palmolive stock for Q3 2014, down 6.5% quarter-over-quarter.
  • 50 funds opened new Colgate-Palmolive positions in Q3 2014 and 47 closed out, a net change of +3 holders.
  • The largest Colgate-Palmolive buyer in Q3 2014 was JP Morgan Chase, an estimated $209M added.
  • The largest Colgate-Palmolive seller in Q3 2014 was Norges Bank, an estimated $380M sold.

Based on aggregated 13F filings for Q3 2014.