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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
BCM
951
BTR Capital Management
California
$482K
FG
952
Fiduciary Group
Georgia
$478K
LMAM
953
Legg Mason Asset Management
Japan
$477K -$181K -2,900 -27%
ACH
954
ArrowMark Colorado Holdings
Colorado
$476K
LCH
955
Lee Capital Holdings
New York
$476K
UFG
956
United Fire Group
Iowa
$476K
VWM
957
Venturi Wealth Management
Texas
$473K +$502K +8,022 New
BP
958
Ballentine Partners
Massachusetts
$467K -$3.75K -60 -0.8%
CWM
959
Cordatus Wealth Management
Pennsylvania
$467K +$491K +7,850 New
BCA
960
Bray Capital Advisors
Florida
$464K -$1.08M -17,297 -69%
DWT
961
Dorsey & Whitney Trust
South Dakota
$463K +$87.4K +1,397 +22%
BWM
962
Buckley Wealth Management
Nevada
$461K -$11.4K -183 -2%
KPCM
963
Kings Point Capital Management
New York
$455K
MCA
964
Mercer Capital Advisers
New Jersey
$454K
6M
965
6 Meridian
Kansas
$451K -$4.75K -76 -1%
ANB
966
Amarillo National Bank
Texas
$451K
NSAM
967
North Star Asset Management
Wisconsin
$450K -$17.2K -275 -4%
MCM
968
Monarch Capital Management
Indiana
$447K
SA
969
SL Advisors
New Jersey
$445K -$2.94K -47 -0.6%
HB
970
Homrich & Berg
Georgia
$438K -$40K -640 -8%
MPIA
971
Mountain Pacific Investment Advisers
Idaho
$434K -$18.8K -300 -4%
AWMG
972
Alliance Wealth Management Group
New Jersey
$434K +$63 +1 +0%
TCM
973
Towercrest Capital Management
Pennsylvania
$434K +$63 +1 +0%
IA
974
Icon Advisers
Colorado
$429K
JGIA
975
Jackson Grant Investment Advisers
Connecticut
$429K +$2.75K +44 +0.6%

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.