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Colgate-Palmolive

1,417 hedge funds and large institutions have $42.7B invested in Colgate-Palmolive in 2018 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 457 increasing their positions, 599 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.06% more ownership

Funds ownership: 74.64%75.7% (+1.1%)

6% less call options, than puts

Call options by funds: $415M | Put options by funds: $439M

9% less first-time investments, than exits

New positions opened: 85 | Existing positions closed: 93

1% less funds holding

Funds holding: 1,4381,417 (-21)

9% less capital invested

Capital invested by funds: $46.7B → $42.7B (-$4.04B)

17% less funds holding in top 10

Funds holding in top 10: 2420 (-4)

24% less repeat investments, than reductions

Existing positions increased: 457 | Existing positions reduced: 599

Holders
1,417
Holders Change
-21
Holders Change %
-1.46%
% of All Funds
32.44%
Holding in Top 10
20
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-16.67%
% of All Funds
0.46%
New
85
Increased
457
Reduced
599
Closed
93
Calls
$415M
Puts
$439M
Net Calls
-$24.2M
Net Calls Change
+$53.6M
Name Holding Trade Value Shares
Change
Change in
Stake
IA
951
Icon Advisers
Colorado
$467K
VFA
952
Valeo Financial Advisors
Indiana
$467K +$9.62K +147 +2%
PK
953
Pflug Koory
Nebraska
$463K -$105K -1,600 -18%
NFG
954
Nations Financial Group
Iowa
$463K -$2.29K -35 -0.5%
JGIA
955
Jackson Grant Investment Advisers
Connecticut
$462K -$1.18K -18 -0.3%
HCM
956
Hall Capital Management
Rhode Island
$460K -$66.4K -1,015 -13%
WAM
957
Wealthspire Advisors (Maryland)
Maryland
$460K -$2.03K -31 -0.4%
TW
958
Transform Wealth
Colorado
$459K -$142K -2,167 -23%
CIS
959
Connors Investor Services
Pennsylvania
$459K
HL
960
HeadInvest LLC
Maine
$458K
WP
961
WMS Partners
Maryland
$456K -$4.58K -70 -1%
KC
962
Kingfisher Capital
North Carolina
$453K -$15.1K -231 -3%
FIB
963
First Interstate Bank
Montana
$453K +$347K +5,303 +314%
Capstone Investment Advisors
964
Capstone Investment Advisors
New York
$451K +$455K +6,953 New
CAM
965
Columbia Asset Management
Michigan
$448K -$37.9K -580 -8%
FCCM
966
First City Capital Management
Georgia
$448K
WA
967
Wheatland Advisors
Pennsylvania
$447K
BW
968
Bison Wealth
Georgia
$447K +$12.4K +190 +3%
NED
969
Nancy E. Dempze
$446K +$72.6K +1,110 +19%
EB
970
Eastern Bank
Massachusetts
$442K -$122K -1,868 -21%
1IA
971
1834 Investment Advisors
Wisconsin
$441K
BCP
972
Blackhawk Capital Partners
Wisconsin
$439K +$27.1K +414 +7%
Verition Fund Management
973
Verition Fund Management
Connecticut
$438K -$608K -9,288 -58%
AWM
974
Avior Wealth Management
Nebraska
$438K +$333K +5,085 +303%
BHBT
975
Burke & Herbert Bank & Trust
Virginia
$435K -$65 -1 -0%

CL Hedge Fund Activity: Q2 2018 in Review

1,417 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Colgate-Palmolive (CL) for Q2 2018, worth a combined $42.7B — down 8.7% from $46.7B a quarter earlier.

Sellers outnumbered buyers: 93 funds closed out of CL and 85 opened new positions — a net loss of 8 holders — while 599 trimmed existing stakes and 457 added.

The largest buyer was Loomis, Sayles & Company, adding an estimated $626M. The largest seller was Fidelity Investments, cutting an estimated $431M.

  • 1,417 institutional investors held Colgate-Palmolive (CL) as of Q2 2018, down from 1,438 in Q1 2018.
  • Funds reported $42.7B of Colgate-Palmolive stock for Q2 2018, down 8.7% quarter-over-quarter.
  • 85 funds opened new Colgate-Palmolive positions in Q2 2018 and 93 closed out, a net change of -8 holders.
  • The largest Colgate-Palmolive buyer in Q2 2018 was Loomis, Sayles & Company, an estimated $626M added.
  • The largest Colgate-Palmolive seller in Q2 2018 was Fidelity Investments, an estimated $431M sold.

Based on aggregated 13F filings for Q2 2018.