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Colgate-Palmolive

1,447 hedge funds and large institutions have $48.9B invested in Colgate-Palmolive in 2019 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 489 increasing their positions, 569 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more call options, than puts

Call options by funds: $463M | Put options by funds: $300M

3% more capital invested

Capital invested by funds: $47.4B → $48.9B (+$1.58B)

0.54% more ownership

Funds ownership: 77.26%77.8% (+0.54%)

1% less funds holding

Funds holding: 1,4571,447 (-10)

2% less first-time investments, than exits

New positions opened: 80 | Existing positions closed: 82

8% less funds holding in top 10

Funds holding in top 10: 2422 (-2)

14% less repeat investments, than reductions

Existing positions increased: 489 | Existing positions reduced: 569

Holders
1,447
Holders Change
-10
Holders Change %
-0.69%
% of All Funds
31.73%
Holding in Top 10
22
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.33%
% of All Funds
0.48%
New
80
Increased
489
Reduced
569
Closed
82
Calls
$463M
Puts
$300M
Net Calls
+$163M
Net Calls Change
+$3.06M
Name Holding Trade Value Shares
Change
Change in
Stake
IA
1001
IFP Advisors
Florida
$458K +$450K +6,208 New
AIS
1002
American Investment Services
Massachusetts
$456K +$580 +8 +0.1%
BAM
1003
Blueshift Asset Management
New Jersey
$453K -$203K -2,794 -31%
HL
1004
HeadInvest LLC
Maine
$450K -$60.4K -833 -12%
BG
1005
Bellevue Group
Switzerland
$448K +$105K +1,449 +31%
APA
1006
American Portfolios Advisors
New York
$447K +$5.15K +71 +1%
CHAM
1007
Clear Harbor Asset Management
Connecticut
$447K +$181K +2,500 +70%
RG
1008
Rikoon Group
New Mexico
$446K -$7.04K -97 -2%
FA
1009
Financial Advisors
Massachusetts
$446K +$290 +4 +0.1%
C
1010
Cerebellum
California
$445K +$90.6K +1,249 +26%
WAM
1011
Wealthspire Advisors (Maryland)
Maryland
$444K -$66.8K -921 -13%
EFSCE
1012
Enterprise Financial Services Corp (EFSC)
Missouri
$443K
MJRIC
1013
Mogy Joel R Investment Counsel
California
$441K
SACTSONJ
1014
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$441K
SXL
1015
Summit X LLC
Missouri
$440K +$31.2K +430 +8%
BHBT
1016
Burke & Herbert Bank & Trust
Virginia
$439K
MWM
1017
Merriman Wealth Management
Washington
$437K +$212K +2,926 +97%
AWA
1018
Arete Wealth Advisors
Illinois
$436K -$271K -3,733 -39%
TFS
1019
TrustCore Financial Services
Tennessee
$435K -$72.5K -1,000 -14%
SDJVC
1020
St. Denis J. Villere & Co
Louisiana
$432K
CNB
1021
Camden National Bank
Maine
$431K
HC
1022
Hendley & Co
Ohio
$427K -$10.9K -150 -3%
LKIM
1023
Lawson Kroeker Investment Management
Nebraska
$427K
ECG
1024
Edge Capital Group
Georgia
$426K -$46.6K -642 -10%
Jones Financial Companies
1025
Jones Financial Companies
Missouri
$426K -$2.97K -41 -0.7%

CL Hedge Fund Activity: Q3 2019 in Review

1,447 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Colgate-Palmolive (CL) for Q3 2019, worth a combined $48.9B — up 3.3% from $47.4B a quarter earlier.

Sellers outnumbered buyers: 82 funds closed out of CL and 80 opened new positions — a net loss of 2 holders — while 569 trimmed existing stakes and 489 added.

The largest buyer was American Century Companies, adding an estimated $367M. The largest seller was Fidelity Investments, cutting an estimated $154M.

  • 1,447 institutional investors held Colgate-Palmolive (CL) as of Q3 2019, down from 1,457 in Q2 2019.
  • Funds reported $48.9B of Colgate-Palmolive stock for Q3 2019, up 3.3% quarter-over-quarter.
  • 80 funds opened new Colgate-Palmolive positions in Q3 2019 and 82 closed out, a net change of -2 holders.
  • The largest Colgate-Palmolive buyer in Q3 2019 was American Century Companies, an estimated $367M added.
  • The largest Colgate-Palmolive seller in Q3 2019 was Fidelity Investments, an estimated $154M sold.

Based on aggregated 13F filings for Q3 2019.