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Colgate-Palmolive

1,510 hedge funds and large institutions have $45.9B invested in Colgate-Palmolive in 2019 Q4 according to their latest regulatory filings, with 177 funds opening new positions, 473 increasing their positions, 588 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 177 | Existing positions closed: 94

4% more funds holding

Funds holding: 1,4471,510 (+63)

0.1% more ownership

Funds ownership: 77.8%77.9% (+0.1%)

6% less capital invested

Capital invested by funds: $48.9B → $45.9B (-$3.02B)

16% less call options, than puts

Call options by funds: $309M | Put options by funds: $366M

18% less funds holding in top 10

Funds holding in top 10: 2218 (-4)

20% less repeat investments, than reductions

Existing positions increased: 473 | Existing positions reduced: 588

Holders
1,510
Holders Change
+63
Holders Change %
+4.35%
% of All Funds
29.75%
Holding in Top 10
18
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-18.18%
% of All Funds
0.35%
New
177
Increased
473
Reduced
588
Closed
94
Calls
$309M
Puts
$366M
Net Calls
-$57.1M
Net Calls Change
-$220M
Name Holding Trade Value Shares
Change
Change in
Stake
KS
876
Karpas Strategies
Connecticut
$688K
GWCM
877
Godshalk Welsh Capital Management
Pennsylvania
$688K +$10.2K +150 +2%
PIM
878
Provident Investment Management
Michigan
$686K -$130K -1,900 -16%
LWANC
879
Laurel Wealth Advisors (North Carolina)
North Carolina
$685K -$3.41K -50 -0.5%
PWAP
880
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$684K -$248K -3,636 -27%
PFC
881
Phocas Financial Corp
California
$683K
GI
882
Glovista Investments
New Jersey
$682K +$30.7K +450 +5%
ST
883
Sabal Trust
Florida
$679K -$3K -44 -0.4%
MMG
884
Monetary Management Group
Missouri
$678K
AWM
885
Aevitas Wealth Management
Massachusetts
$678K +$545 +8 +0.1%
GWM
886
GSB Wealth Management
Connecticut
$677K
VIA
887
Vident Investment Advisory
Georgia
$675K -$23.5K -345 -3%
RIS
888
Retirement Income Solutions
Michigan
$675K -$17.9K -262 -3%
HC
889
Hourglass Capital
Texas
$674K
FPCG
890
Fort Pitt Capital Group
Pennsylvania
$674K +$15.5K +227 +2%
APWM
891
Atlas Private Wealth Management
New York
$673K +$667K +9,779 New
CNAM
892
Campbell Newman Asset Management
Wisconsin
$670K -$3.41K -50 -0.5%
SYBT
893
Stock Yards Bank & Trust
Kentucky
$664K
RC
894
Reik & Co
New York
$661K -$47.7K -700 -7%
NIT
895
NumerixS Investment Technologies
British Columbia, Canada
$655K +$648K +9,511 New
CFA
896
CWS Financial Advisors
Michigan
$655K +$649K +9,520 New
DPIM
897
Duff & Phelps Investment Management
Illinois
$648K
BAC
898
Boys Arnold & Co
North Carolina
$642K +$10.4K +152 +2%
RIG
899
Renaissance Investment Group
Massachusetts
$642K +$40.2K +590 +7%
ADBIC
900
A.D. Beadell Investment Counsel
Wisconsin
$641K +$34.1K +500 +6%

CL Hedge Fund Activity: Q4 2019 in Review

1,510 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Colgate-Palmolive (CL) for Q4 2019, worth a combined $45.9B — down 6.2% from $48.9B a quarter earlier.

Buyers outnumbered sellers: 177 funds opened new CL positions and 94 closed out — a net gain of 83 holders — while 473 added to existing stakes and 588 trimmed.

The largest buyer was Tikehau Investment Management, opening a new position worth an estimated $260M. The largest seller was Fiera Capital (Canada), cutting an estimated $244M.

  • 1,510 institutional investors held Colgate-Palmolive (CL) as of Q4 2019, up from 1,447 in Q3 2019.
  • Funds reported $45.9B of Colgate-Palmolive stock for Q4 2019, down 6.2% quarter-over-quarter.
  • 177 funds opened new Colgate-Palmolive positions in Q4 2019 and 94 closed out, a net change of +83 holders.
  • The largest Colgate-Palmolive buyer in Q4 2019 was Tikehau Investment Management, an estimated $260M added.
  • The largest Colgate-Palmolive seller in Q4 2019 was Fiera Capital (Canada), an estimated $244M sold.

Based on aggregated 13F filings for Q4 2019.