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Colgate-Palmolive

1,741 hedge funds and large institutions have $54.9B invested in Colgate-Palmolive in 2023 Q4 according to their latest regulatory filings, with 228 funds opening new positions, 562 increasing their positions, 642 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

172% more call options, than puts

Call options by funds: $1.12B | Put options by funds: $412M

162% more first-time investments, than exits

New positions opened: 228 | Existing positions closed: 87

16% more capital invested

Capital invested by funds: $47.5B → $54.9B (+$7.41B)

7% more funds holding

Funds holding: 1,6211,741 (+120)

3.04% more ownership

Funds ownership: 80.51%83.55% (+3%)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

12% less repeat investments, than reductions

Existing positions increased: 562 | Existing positions reduced: 642

Holders
1,741
Holders Change
+120
Holders Change %
+7.4%
% of All Funds
25.38%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
228
Increased
562
Reduced
642
Closed
87
Calls
$1.12B
Puts
$412M
Net Calls
+$707M
Net Calls Change
+$816M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
876
Sapient Capital
Indiana
$781K +$737K +9,798 New
SCA
877
Sippican Capital Advisors
Massachusetts
$779K +$184K +2,450 +33%
AG
878
Advocate Group
Minnesota
$775K -$64.9K -863 -8%
HI
879
Harbour Investments
Wisconsin
$772K -$36.6K -487 -5%
JWCA
880
J.W. Cole Advisors
Florida
$771K -$314K -4,177 -30%
ST
881
Sabal Trust
Florida
$769K -$11.3K -150 -2%
DWM
882
Dakota Wealth Management
Florida
$769K +$80.5K +1,070 +12%
RMCM
883
Reynders McVeigh Capital Management
Massachusetts
$767K -$62.5K -831 -8%
BFA
884
Beacon Financial Advisory
Ohio
$763K +$4.59K +61 +0.6%
MMPW
885
Mitchell McLeod Pugh & Williams
Alabama
$760K
IF
886
IRON Financial
Illinois
$759K -$18.6K -247 -3%
GC
887
Gratus Capital
Georgia
$758K -$40.6K -540 -5%
CIA
888
Capital Investment Advisors
Georgia
$757K -$1.05K -14 -0.1%
T
889
TOBAM
France
$755K +$418K +5,559 +142%
IWM
890
IHT Wealth Management
Illinois
$754K +$94.5K +1,257 +15%
CAI
891
Capital Advisors Inc
Oklahoma
$753K +$47.3K +629 +7%
AIM
892
Aigen Investment Management
New York
$753K +$710K +9,444 New
SWM
893
SeaCrest Wealth Management
New York
$751K -$26.8K -356 -4%
PAG
894
Powers Advisory Group
Illinois
$750K -$3.38K -45 -0.5%
CIA
895
Choate Investment Advisors
Massachusetts
$747K +$24.4K +325 +4%
TWP
896
Tyche Wealth Partners
Texas
$745K +$702K +9,341 New
EFMC
897
Empire Financial Management Company
New York
$744K
PL
898
Plancorp LLC
Missouri
$739K -$62.9K -837 -8%
LWAM
899
Legacy Wealth Asset Management
Minnesota
$736K +$2.26K +30 +0.3%
AWE
900
Avidian Wealth Enterprises
Texas
$733K +$16.5K +219 +2%

CL Hedge Fund Activity: Q4 2023 in Review

1,741 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Colgate-Palmolive (CL) for Q4 2023, worth a combined $54.9B — up 16% from $47.5B a quarter earlier.

Buyers outnumbered sellers: 228 funds opened new CL positions and 87 closed out — a net gain of 141 holders — while 562 added to existing stakes and 642 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.65B. The largest seller was Wellington Management Group, cutting an estimated $303M.

  • 1,741 institutional investors held Colgate-Palmolive (CL) as of Q4 2023, up from 1,621 in Q3 2023.
  • Funds reported $54.9B of Colgate-Palmolive stock for Q4 2023, up 16% quarter-over-quarter.
  • 228 funds opened new Colgate-Palmolive positions in Q4 2023 and 87 closed out, a net change of +141 holders.
  • The largest Colgate-Palmolive buyer in Q4 2023 was Morgan Stanley, an estimated $1.65B added.
  • The largest Colgate-Palmolive seller in Q4 2023 was Wellington Management Group, an estimated $303M sold.

Based on aggregated 13F filings for Q4 2023.