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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
IB
901
Intrust Bank
Kansas
$489K
BPCE
902
Bank Pictet & Cie (Europe)
Germany
$488K -$44.2K -670 -8%
DAC
903
Dividend Assets Capital
South Carolina
$486K -$109K -1,650 -18%
BBA
904
BLB&B Advisors
Pennsylvania
$482K +$158K +2,400 +48%
MWM
905
Modera Wealth Management
New Jersey
$481K
GI
906
Glovista Investments
New Jersey
$479K
RT
907
Reliance Trust
Georgia
$478K
FC
908
Forte Capital
New York
$475K +$480K +7,282 New
AT
909
Acadia Trust
Maine
$471K +$7.12K +108 +2%
NYLIM
910
New York Life Investment Management
New York
$470K
FWCM
911
Ferguson Wellman Capital Management
Oregon
$464K -$38.3K -580 -8%
ICOA
912
Investment Centers of America
North Dakota
$463K +$143K +2,170 +44%
PWM
913
Perigon Wealth Management
California
$460K -$289K -4,381 -38%
BSW
914
Buckingham Strategic Wealth
Missouri
$457K -$4.62K -70 -1%
BC
915
Brinker Capital
Pennsylvania
$456K +$7.39K +112 +2%
PCM
916
Perritt Capital Management
Illinois
$453K -$660 -10 -0.1%
STMM
917
South Texas Money Management
Texas
$452K +$6.86K +104 +2%
SWP
918
Stratos Wealth Partners
Ohio
$448K +$32.5K +493 +8%
FFC
919
First Financial Corp
Indiana
$447K -$1.98K -30 -0.4%
MFBTD
920
MB Financial Bank - Trust Department
Illinois
$445K +$258K +3,906 +140%
FCCM
921
First City Capital Management
Georgia
$445K +$198 +3 +0%
MJP
922
Michael J. Puzo
$442K +$3.3K +50 +0.7%
NPF
923
Norris Perne & French
Michigan
$441K +$39.6K +600 +10%
VNA
924
VNBTrust National Association
Virginia
$439K -$10.6K -160 -2%
TIA
925
Tiemann Investment Advisors
California
$439K +$9.89K +150 +2%

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.