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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
MC
1001
Machina Capital
France
$394K +$414K +6,616 New
SGAM
1002
Steinberg Global Asset Management
Florida
$391K -$329K -5,251 -44%
PCM
1003
Perritt Capital Management
Illinois
$391K -$6.26K -100 -1%
WPSG
1004
Wealth & Pension Services Group
Georgia
$389K -$5K -80 -1%
ST
1005
Spinnaker Trust
Maine
$389K
SVWA
1006
Sound View Wealth Advisors
Georgia
$389K +$409K +6,537 New
WPW
1007
Winthrop Partners - WNY
New York
$387K -$40.7K -650 -9%
CS
1008
Cannell & Spears
New York
$384K +$11.9K +191 +3%
WP
1009
WMS Partners
Maryland
$383K -$6.26K -100 -2%
OFG
1010
OmniStar Financial Group
North Carolina
$382K +$402K +6,421 New
PP
1011
Paloma Partners
Connecticut
$381K -$1.58M -25,203 -80%
FA
1012
Financial Advisors
Massachusetts
$381K +$401K +6,402 New
CAM
1013
Cozad Asset Management
Illinois
$379K -$10.1K -162 -2%
MLL
1014
Moody Lynn & Lieberson
Massachusetts
$379K -$3K -48 -0.7%
AWA
1015
Arete Wealth Advisors
Illinois
$379K +$122K +1,957 +44%
1IA
1016
1834 Investment Advisors
Wisconsin
$378K -$12.5K -200 -3%
SWA
1017
Sutton Wealth Advisors
Florida
$377K -$10.6K -170 -3%
BTNA
1018
Bremer Trust National Association
Minnesota
$377K
LCM
1019
Leisure Capital Management
California
$377K
RA
1020
RFG Advisory
Alabama
$377K +$63.6K +1,017 +19%
TIM
1021
Thompson Investment Management
Wisconsin
$376K -$34.4K -550 -8%
TIA
1022
Tiemann Investment Advisors
California
$375K +$3.13K +50 +0.8%
MHS
1023
M Holdings Securities
Oregon
$375K +$5.69K +91 +1%
SIA
1024
Starfire Investment Advisers
Michigan
$374K +$626 +10 +0.2%
BCM
1025
Brookstone Capital Management
Illinois
$373K -$28.8K -460 -7%

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.