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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
OWP
901
Obermeyer Wealth Partners
Colorado
$733K -$5.64K -75 -0.8%
BSA
902
Bull Street Advisors
Georgia
$730K +$3.38K +45 +0.5%
IHL
903
Investment House LLC
California
$729K
MFA
904
Mayflower Financial Advisors
Massachusetts
$728K +$113K +1,503 +20%
MFG
905
Merit Financial Group
Georgia
$728K +$62K +825 +10%
DPIM
906
Duff & Phelps Investment Management
Illinois
$727K
MAM
907
Morse Asset Management
Connecticut
$726K
BFS
908
Bard Financial Services
Connecticut
$725K
KJHP
909
K.J. Harrison & Partners
Ontario, Canada
$724K -$2.07M -27,510 -75%
RC
910
Reik & Co
New York
$719K
OBGC
911
O'Brien Greene & Co
Pennsylvania
$717K
GWA
912
GGM Wealth Advisors
Maryland
$714K +$2.26K +30 +0.3%
ACM
913
Adalta Capital Management
New York
$714K
CPIA
914
Cornell Pochily Investment Advisors
New York
$712K +$150 +2 +0%
BP
915
Ballentine Partners
Massachusetts
$710K +$181K +2,413 +37%
JJBC
916
James J. Burns & Company
New York
$709K +$669K +8,891 New
KFP
917
Keystone Financial Planning
Ohio
$707K
BIA
918
Bigelow Investment Advisors
Maine
$706K -$3.98K -53 -0.6%
CA
919
CoreCap Advisors
Michigan
$706K +$73.3K +975 +12%
MMG
920
Monetary Management Group
Missouri
$705K
CC
921
Courier Capital
New York
$705K -$105K -1,400 -14%
CTA
922
Chesley Taft & Associates
Illinois
$705K -$1.88K -25 -0.3%
SWA
923
Stratos Wealth Advisors
Ohio
$704K -$28K -373 -4%
CCM
924
Chickasaw Capital Management
Tennessee
$700K -$6.39K -85 -1%
EF
925
Empowered Funds
Pennsylvania
$699K -$311K -4,139 -32%

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.