We are live on ! Find out more
CL icon

Colgate-Palmolive

1,621 hedge funds and large institutions have $47.5B invested in Colgate-Palmolive in 2023 Q3 according to their latest regulatory filings, with 101 funds opening new positions, 504 increasing their positions, 668 reducing their positions, and 140 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.79% more ownership

Funds ownership: 79.73%80.51% (+0.79%)

4% less funds holding

Funds holding: 1,6801,621 (-59)

7% less capital invested

Capital invested by funds: $51B → $47.5B (-$3.49B)

22% less call options, than puts

Call options by funds: $393M | Put options by funds: $502M

23% less funds holding in top 10

Funds holding in top 10: 1310 (-3)

25% less repeat investments, than reductions

Existing positions increased: 504 | Existing positions reduced: 668

28% less first-time investments, than exits

New positions opened: 101 | Existing positions closed: 140

Holders
1,621
Holders Change
-59
Holders Change %
-3.51%
% of All Funds
25.72%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.16%
New
101
Increased
504
Reduced
668
Closed
140
Calls
$393M
Puts
$502M
Net Calls
-$109M
Net Calls Change
-$318M
Name Holding Trade Value Shares
Change
Change in
Stake
CI
926
Cigna Investments
Connecticut
$618K -$93.1K -1,245 -13%
BAM
927
BOS Asset Management
Illinois
$615K
CIC
928
Cutler Investment Counsel
Oregon
$613K
WA
929
Waddell & Associates
Tennessee
$612K
GWA
930
GGM Wealth Advisors
Maryland
$611K +$2.17K +29 +0.3%
DWM
931
Dakota Wealth Management
Florida
$610K +$271K +3,627 +73%
EAM
932
Evanson Asset Management
California
$609K +$449 +6 +0.1%
TTWM
933
TCV Trust & Wealth Management
Virginia
$608K -$23.6K -315 -4%
MSR
934
Main Street Research
Connecticut
$601K
GWM
935
GDS Wealth Management
Texas
$600K
MSFP
936
Mark Sheptoff Financial Planning
Connecticut
$599K +$5.16K +69 +0.8%
HF
937
HRT Financial
New York
$597K -$7.7M -102,944 -92%
AWA
938
Aaron Wealth Advisors
Illinois
$594K -$1.52M -20,278 -71%
NP
939
Nilsine Partners
Colorado
$592K -$49K -655 -7%
PP
940
Patten & Patten
Tennessee
$592K -$154K -2,053 -20%
AssetMark Inc
941
AssetMark Inc
California
$591K +$28.9K +386 +5%
MFG
942
Merit Financial Group
Georgia
$591K +$18.6K +249 +3%
NERM
943
New England Research & Management
Illinois
$589K
AP
944
Advisors Preferred
Maryland
$587K +$136K +1,819 +28%
NIM
945
NEOS Investment Management
Connecticut
$584K +$614K +8,212 New
IWM
946
IHT Wealth Management
Illinois
$584K +$56K +749 +10%
SBIA
947
Sheaff Brock Investment Advisors
Indiana
$582K +$299 +4 +0%
HIA
948
HTG Investment Advisors
Connecticut
$580K +$11.4K +152 +2%
CIM
949
CIM Investment Management
Pennsylvania
$578K +$608K +8,128 New
JC
950
Jacobs & Co
California
$573K -$9.35K -125 -2%

CL Hedge Fund Activity: Q3 2023 in Review

1,621 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Colgate-Palmolive (CL) for Q3 2023, worth a combined $47.5B — down 6.8% from $51B a quarter earlier.

Sellers outnumbered buyers: 140 funds closed out of CL and 101 opened new positions — a net loss of 39 holders — while 668 trimmed existing stakes and 504 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $765M. The largest seller was BlackRock, cutting an estimated $229M.

  • 1,621 institutional investors held Colgate-Palmolive (CL) as of Q3 2023, down from 1,680 in Q2 2023.
  • Funds reported $47.5B of Colgate-Palmolive stock for Q3 2023, down 6.8% quarter-over-quarter.
  • 101 funds opened new Colgate-Palmolive positions in Q3 2023 and 140 closed out, a net change of -39 holders.
  • The largest Colgate-Palmolive buyer in Q3 2023 was T. Rowe Price Associates, an estimated $765M added.
  • The largest Colgate-Palmolive seller in Q3 2023 was BlackRock, an estimated $229M sold.

Based on aggregated 13F filings for Q3 2023.