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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
AWM
876
Aevitas Wealth Management
Massachusetts
$632K +$458 +7 +0.1%
JFGIW
877
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$629K -$5.5K -84 -0.9%
TCM
878
Tuttle Capital Management
Connecticut
$626K +$632K +9,661 New
DAS
879
Dynamic Advisor Solutions
Arizona
$618K +$2.16K +33 +0.3%
RIS
880
Retirement Income Solutions
Michigan
$613K +$27.4K +419 +5%
BC
881
Brinker Capital
Pennsylvania
$612K -$617K -9,436 -50%
FNBTCON
882
First National Bank & Trust Co of Newtown
Pennsylvania
$605K -$6.54K -100 -1%
FPCG
883
Fort Pitt Capital Group
Pennsylvania
$604K -$26K -398 -4%
ONB
884
Old National Bancorp
Indiana
$603K -$13.1K -200 -2%
TA
885
Tiedemann Advisors
New York
$599K +$68.2K +1,043 +13%
CBA
886
Coastal Bridge Advisors
Connecticut
$597K
MME
887
Meag Munich Ergo
Germany
$596K -$6.28M -96,056 -91%
DPIM
888
Duff & Phelps Investment Management
Illinois
$596K -$9.81K -150 -2%
NERM
889
New England Research & Management
Illinois
$595K +$411K +6,288 +217%
CCT
890
Chemung Canal Trust
New York
$592K -$67K -1,024 -10%
SLAM
891
Swiss Life Asset Management
$590K -$986K -15,071 -62%
WC
892
Whitnell & Co
Illinois
$589K -$34.8K -532 -6%
SYBT
893
Stock Yards Bank & Trust
Kentucky
$589K -$29.8K -456 -5%
MPI
894
Mairs & Power Inc
Minnesota
$589K -$10K -153 -2%
BCM
895
Breiter Capital Management
Florida
$586K +$204K +3,118 +53%
CIA
896
Capital Investment Advisors
Georgia
$584K +$35.6K +545 +6%
SPC
897
Sigma Planning Corp
Michigan
$582K -$30.4K -464 -5%
RIM
898
Rampart Investment Management
Connecticut
$576K -$34.9K -534 -6%
VFA
899
Voya Financial Advisors
Connecticut
$570K -$45.1K -690 -7%
FRM
900
Fox Run Management
Connecticut
$569K -$130K -1,989 -18%

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.