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Colgate-Palmolive

1,510 hedge funds and large institutions have $45.9B invested in Colgate-Palmolive in 2019 Q4 according to their latest regulatory filings, with 177 funds opening new positions, 473 increasing their positions, 588 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 177 | Existing positions closed: 94

4% more funds holding

Funds holding: 1,4471,510 (+63)

0.1% more ownership

Funds ownership: 77.8%77.9% (+0.1%)

6% less capital invested

Capital invested by funds: $48.9B → $45.9B (-$3.02B)

16% less call options, than puts

Call options by funds: $309M | Put options by funds: $366M

18% less funds holding in top 10

Funds holding in top 10: 2218 (-4)

20% less repeat investments, than reductions

Existing positions increased: 473 | Existing positions reduced: 588

Holders
1,510
Holders Change
+63
Holders Change %
+4.35%
% of All Funds
29.75%
Holding in Top 10
18
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-18.18%
% of All Funds
0.35%
New
177
Increased
473
Reduced
588
Closed
94
Calls
$309M
Puts
$366M
Net Calls
-$57.1M
Net Calls Change
-$220M
Name Holding Trade Value Shares
Change
Change in
Stake
FHA
926
First Horizon Advisors
Tennessee
$594K -$341 -5 -0.1%
VFA
927
Voya Financial Advisors
Connecticut
$593K -$5.86K -86 -1%
M
928
MOTCO
Texas
$592K +$1.29K +19 +0.2%
LNB
929
Ledyard National Bank
$592K +$21.5K +315 +4%
BBA
930
BLB&B Advisors
Pennsylvania
$591K +$4.7K +69 +0.8%
Qube Research & Technologies (QRT)
931
Qube Research & Technologies (QRT)
United Kingdom
$591K +$585K +8,581 New
CBT
932
Capital Bank & Trust
California
$589K -$1.16K -17 -0.2%
MJP
933
Michael J. Puzo
$589K
OBGC
934
O'Brien Greene & Co
Pennsylvania
$586K
ACM
935
Anfield Capital Management
California
$579K +$521K +7,639 New
FG
936
Fiduciary Group
Georgia
$578K
APP
937
Avantax Planning Partners
Iowa
$574K -$54.2K -795 -9%
FNBTCON
938
First National Bank & Trust Co of Newtown
Pennsylvania
$574K
S
939
SignatureFD
Georgia
$572K -$18.8K -275 -3%
MCM
940
Maryland Capital Management
Maryland
$572K +$240K +3,527 +74%
MFG
941
MidWestOne Financial Group
Iowa
$568K -$39.3K -576 -7%
MSFP
942
Mark Sheptoff Financial Planning
Connecticut
$567K -$13.6K -200 -2%
OIWM
943
OptiFour Integrated Wealth Management
Virginia
$566K
SAM
944
Sawgrass Asset Management
Florida
$562K -$344K -5,050 -38%
BIM
945
Baldwin Investment Management
Pennsylvania
$561K +$6.82K +100 +1%
BW
946
Bison Wealth
Georgia
$561K +$30.3K +445 +6%
PWM
947
Perigon Wealth Management
California
$560K +$54.1K +794 +11%
SPC
948
Sigma Planning Corp
Michigan
$556K +$38.4K +563 +7%
MMPW
949
Mitchell McLeod Pugh & Williams
Alabama
$554K -$5.11K -75 -0.9%
BCM
950
BTR Capital Management
California
$553K -$3.61K -53 -0.7%

CL Hedge Fund Activity: Q4 2019 in Review

1,510 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Colgate-Palmolive (CL) for Q4 2019, worth a combined $45.9B — down 6.2% from $48.9B a quarter earlier.

Buyers outnumbered sellers: 177 funds opened new CL positions and 94 closed out — a net gain of 83 holders — while 473 added to existing stakes and 588 trimmed.

The largest buyer was Tikehau Investment Management, opening a new position worth an estimated $260M. The largest seller was Fiera Capital (Canada), cutting an estimated $244M.

  • 1,510 institutional investors held Colgate-Palmolive (CL) as of Q4 2019, up from 1,447 in Q3 2019.
  • Funds reported $45.9B of Colgate-Palmolive stock for Q4 2019, down 6.2% quarter-over-quarter.
  • 177 funds opened new Colgate-Palmolive positions in Q4 2019 and 94 closed out, a net change of +83 holders.
  • The largest Colgate-Palmolive buyer in Q4 2019 was Tikehau Investment Management, an estimated $260M added.
  • The largest Colgate-Palmolive seller in Q4 2019 was Fiera Capital (Canada), an estimated $244M sold.

Based on aggregated 13F filings for Q4 2019.