We are live on ! Find out more
CL icon

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
SSWM
926
Smith Salley Wealth Management
North Carolina
$697K
BMCM
927
Bryn Mawr Capital Management
Pennsylvania
$697K +$367K +4,876 +126%
AWA
928
Aaron Wealth Advisors
Illinois
$694K +$27.4K +365 +4%
CI
929
Cigna Investments
Connecticut
$690K -$2.71K -36 -0.4%
TSWM
930
Triangle Securities Wealth Management
North Carolina
$690K -$9.78K -130 -1%
BAM
931
BOS Asset Management
Illinois
$690K
CIC
932
Cutler Investment Counsel
Oregon
$687K
JCM
933
Jacobi Capital Management
Pennsylvania
$687K -$81.4K -1,083 -11%
BAM
934
Bosun Asset Management
Illinois
$686K -$60K -798 -8%
EAM
935
Evanson Asset Management
California
$683K +$376 +5 +0.1%
GFPC
936
Global Financial Private Client
Florida
$682K -$75.2K -1,000 -10%
TTWM
937
TCV Trust & Wealth Management
Virginia
$679K -$3.01K -40 -0.5%
CHC
938
City Holding Co
West Virginia
$678K -$47.3K -629 -7%
NP
939
Nilsine Partners
Colorado
$676K +$11.7K +156 +2%
AF
940
Arrow Financial
New York
$676K -$30.9K -411 -5%
GWM
941
GDS Wealth Management
Texas
$674K +$677 +9 +0.1%
LNC
942
Lincoln National Corp
Pennsylvania
$668K -$247K -3,291 -28%
WA
943
Waddell & Associates
Tennessee
$666K -$18.3K -244 -3%
PP
944
Patten & Patten
Tennessee
$663K +$226 +3 +0%
NERM
945
New England Research & Management
Illinois
$661K
MSFP
946
Mark Sheptoff Financial Planning
Connecticut
$659K -$12.4K -165 -2%
VDI
947
Vaughan David Investments
Illinois
$656K +$16.2K +216 +3%
MOS
948
MGO One Seven
Ohio
$655K +$335K +4,456 +118%
TPW
949
Transatlantique Private Wealth
New York
$654K +$12.6K +168 +2%
B
950
Bailard
California
$653K +$23.8K +317 +4%

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.