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Colgate-Palmolive

1,427 hedge funds and large institutions have $38.8B invested in Colgate-Palmolive in 2018 Q4 according to their latest regulatory filings, with 154 funds opening new positions, 393 increasing their positions, 641 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more call options, than puts

Call options by funds: $721M | Put options by funds: $403M

41% more first-time investments, than exits

New positions opened: 154 | Existing positions closed: 109

37% more funds holding in top 10

Funds holding in top 10: 1926 (+7)

2% more funds holding

Funds holding: 1,3941,427 (+33)

0.16% more ownership

Funds ownership: 75.81%75.97% (+0.16%)

12% less capital invested

Capital invested by funds: $43.9B → $38.8B (-$5.13B)

39% less repeat investments, than reductions

Existing positions increased: 393 | Existing positions reduced: 641

Holders
1,427
Holders Change
+33
Holders Change %
+2.37%
% of All Funds
31.79%
Holding in Top 10
26
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+36.84%
% of All Funds
0.58%
New
154
Increased
393
Reduced
641
Closed
109
Calls
$721M
Puts
$403M
Net Calls
+$319M
Net Calls Change
+$384M
Name Holding Trade Value Shares
Change
Change in
Stake
MPI
926
Mairs & Power Inc
Minnesota
$528K -$13.6K -218 -2%
AWM
927
Alterna Wealth Management
Texas
$526K +$444K +7,102 New
EFS
928
Essex Financial Services
Connecticut
$522K -$9.63K -154 -2%
VFA
929
Voya Financial Advisors
Connecticut
$521K -$18.3K -293 -3%
HAG
930
HighPoint Advisor Group
Illinois
$520K +$12.1K +193 +3%
AHB
931
Abner Herrman & Brock
New Jersey
$519K -$255K -4,081 -32%
LOAME
932
Lombard Odier Asset Management (Europe)
United Kingdom
$516K -$826K -13,200 -60%
ACM
933
Adalta Capital Management
New York
$515K
BO
934
Bank OZK
Arkansas
$514K +$1.56K +25 +0.3%
SCP
935
Sandhill Capital Partners
New York
$513K -$34.2K -547 -6%
CCT
936
Country Club Trust
Missouri
$510K +$6.32K +101 +1%
CWM
937
Concentric Wealth Management
California
$507K +$313 +5 +0.1%
M
938
MOTCO
Texas
$506K +$27.4K +438 +5%
AB
939
AT Bancorp
Iowa
$505K +$17.1K +274 +3%
BWP
940
Baldwin Wealth Partners
Massachusetts
$501K -$9.38K -150 -2%
CIC
941
Cutler Investment Counsel
Oregon
$501K +$26K +416 +5%
SPC
942
Sigma Planning Corp
Michigan
$499K -$66.8K -1,068 -11%
DAM
943
Delta Asset Management
Tennessee
$498K
MMPW
944
Mitchell McLeod Pugh & Williams
Alabama
$496K -$5.32K -85 -1%
HW
945
Hancock Whitney
Mississippi
$491K -$13.6K -218 -3%
ONST
946
Old North State Trust
North Carolina
$489K +$62.2K +994 +14%
BRWA
947
B. Riley Wealth Advisors
Florida
$488K -$3.32K -53 -0.6%
BBA
948
Braun-Bostich & Associates
Pennsylvania
$486K -$10K -160 -2%
BIM
949
Baldwin Investment Management
Pennsylvania
$484K
WF
950
WealthTrust Fairport
Ohio
$483K -$26K -415 -5%

CL Hedge Fund Activity: Q4 2018 in Review

1,427 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Colgate-Palmolive (CL) for Q4 2018, worth a combined $38.8B — down 12% from $43.9B a quarter earlier.

Buyers outnumbered sellers: 154 funds opened new CL positions and 109 closed out — a net gain of 45 holders — while 393 added to existing stakes and 641 trimmed.

The largest buyer was BlackRock, adding an estimated $453M. The largest seller was UBS Group, cutting an estimated $665M.

  • 1,427 institutional investors held Colgate-Palmolive (CL) as of Q4 2018, up from 1,394 in Q3 2018.
  • Funds reported $38.8B of Colgate-Palmolive stock for Q4 2018, down 12% quarter-over-quarter.
  • 154 funds opened new Colgate-Palmolive positions in Q4 2018 and 109 closed out, a net change of +45 holders.
  • The largest Colgate-Palmolive buyer in Q4 2018 was BlackRock, an estimated $453M added.
  • The largest Colgate-Palmolive seller in Q4 2018 was UBS Group, an estimated $665M sold.

Based on aggregated 13F filings for Q4 2018.