We are live on ! Find out more
CL icon

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
BDF
926
Balasa Dinverno & Foltz
$437K +$30.1K +457 +7%
MWR
927
McAdams Wright Ragen
Washington
$436K -$158K -2,400 -26%
TCB
928
Texas Capital Bancshares
Texas
$434K -$44.2K -670 -9%
LWM
929
LBA Wealth Management
Florida
$434K -$33K -500 -7%
Verition Fund Management
930
Verition Fund Management
Connecticut
$434K +$439K +6,661 New
CPA
931
Cowen Prime Advisors
New York
$433K -$5.47K -83 -1%
1GA
932
1st Global Advisors
Texas
$431K -$227K -3,448 -34%
AIC
933
Atlantic Investment Company
Georgia
$430K -$423K -6,418 Closed
MJRIC
934
Mogy Joel R Investment Counsel
California
$430K
TSWM
935
Triangle Securities Wealth Management
North Carolina
$430K
SC
936
Savant Capital
Illinois
$425K -$660 -10 -0.2%
NFG
937
Next Financial Group
Texas
$424K -$5.67K -86 -1%
ARMT
938
Amica Retiree Medical Trust
Rhode Island
$419K
CBU
939
CIBC Bank USA
Illinois
$419K
RMSCM
940
R.M. Sincerbeaux Capital Management
New York
$419K
WCM
941
Windsor Capital Management
Arizona
$418K -$396K -5,998 -48%
WTB
942
Washington Trust Bank
Washington
$417K -$1.23M -18,600 -74%
WP
943
WMS Partners
Maryland
$417K
VFS
944
VSR Financial Services
Kansas
$417K +$1.39K +21 +0.3%
JWBC
945
J.W. Burns & Co
New York
$414K +$132K +2,000 +46%
HC
946
Hendley & Co
Ohio
$410K
CS
947
Cannell & Spears
New York
$409K
PJSIMP
948
P.J. Schmidt Investment Management (PJS)
Wisconsin
$409K
HFM
949
Hartford Financial Management
Connecticut
$404K
LBG
950
Lloyds Banking Group
United Kingdom
$404K +$128K +1,946 +46%

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.