We are live on ! Find out more
CL icon

Colgate-Palmolive

1,510 hedge funds and large institutions have $45.9B invested in Colgate-Palmolive in 2019 Q4 according to their latest regulatory filings, with 177 funds opening new positions, 473 increasing their positions, 588 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 177 | Existing positions closed: 94

4% more funds holding

Funds holding: 1,4471,510 (+63)

0.1% more ownership

Funds ownership: 77.8%77.9% (+0.1%)

6% less capital invested

Capital invested by funds: $48.9B → $45.9B (-$3.02B)

16% less call options, than puts

Call options by funds: $309M | Put options by funds: $366M

18% less funds holding in top 10

Funds holding in top 10: 2218 (-4)

20% less repeat investments, than reductions

Existing positions increased: 473 | Existing positions reduced: 588

Holders
1,510
Holders Change
+63
Holders Change %
+4.35%
% of All Funds
29.75%
Holding in Top 10
18
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-18.18%
% of All Funds
0.35%
New
177
Increased
473
Reduced
588
Closed
94
Calls
$309M
Puts
$366M
Net Calls
-$57.1M
Net Calls Change
-$220M
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
1001
OneDigital Investment Advisors
Kansas
$466K +$136 +2 +0%
V
1002
VeraBank
Texas
$464K -$2.73K -40 -0.6%
HCM
1003
Hall Capital Management
Rhode Island
$461K -$6.82K -100 -1%
PTP
1004
Platform Technology Partners
New York
$461K +$456K +6,694 New
BWP
1005
Baldwin Wealth Partners
Massachusetts
$459K
KC
1006
Kingfisher Capital
North Carolina
$459K +$2.86K +42 +0.6%
PK
1007
Pflug Koory
Nebraska
$458K -$5.86K -86 -1%
WP
1008
WMS Partners
Maryland
$458K
IC
1009
InterOcean Capital
Illinois
$458K +$2.66K +39 +0.6%
MWM
1010
Merriman Wealth Management
Washington
$458K +$49.1K +720 +12%
SDAM
1011
Shulman DeMeo Asset Management
New York
$456K -$33.2K -487 -7%
PA
1012
Parallel Advisors
California
$455K +$2.93K +43 +0.7%
DWT
1013
Dorsey & Whitney Trust
South Dakota
$452K -$20.5K -301 -4%
JGIA
1014
Jackson Grant Investment Advisers
Connecticut
$451K +$2.86K +42 +0.6%
SA
1015
SL Advisors
New Jersey
$450K -$2.59K -38 -0.6%
FHB
1016
First Hawaiian Bank
Hawaii
$446K -$34.1K -500 -7%
CGL
1017
Clarius Group LLC
Washington
$445K -$6.34K -93 -1%
FSCM
1018
Front Street Capital Management
Montana
$444K -$5.11K -75 -1%
ST
1019
Spinnaker Trust
Maine
$443K -$6.54K -96 -1%
TMAM
1020
Tokio Marine Asset Management
Japan
$443K +$9.75K +143 +2%
APA
1021
American Portfolios Advisors
New York
$443K +$23.7K +347 +6%
WCF
1022
West Coast Financial
California
$442K -$23.9K -350 -5%
EP
1023
EPIQ Partners
Minnesota
$441K +$436K +6,400 New
JFA
1024
Johanson Financial Advisors
California
$440K +$2.07M +30,316 New
MLL
1025
Moody Lynn & Lieberson
Massachusetts
$439K

CL Hedge Fund Activity: Q4 2019 in Review

1,510 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Colgate-Palmolive (CL) for Q4 2019, worth a combined $45.9B — down 6.2% from $48.9B a quarter earlier.

Buyers outnumbered sellers: 177 funds opened new CL positions and 94 closed out — a net gain of 83 holders — while 473 added to existing stakes and 588 trimmed.

The largest buyer was Tikehau Investment Management, opening a new position worth an estimated $260M. The largest seller was Fiera Capital (Canada), cutting an estimated $244M.

  • 1,510 institutional investors held Colgate-Palmolive (CL) as of Q4 2019, up from 1,447 in Q3 2019.
  • Funds reported $45.9B of Colgate-Palmolive stock for Q4 2019, down 6.2% quarter-over-quarter.
  • 177 funds opened new Colgate-Palmolive positions in Q4 2019 and 94 closed out, a net change of +83 holders.
  • The largest Colgate-Palmolive buyer in Q4 2019 was Tikehau Investment Management, an estimated $260M added.
  • The largest Colgate-Palmolive seller in Q4 2019 was Fiera Capital (Canada), an estimated $244M sold.

Based on aggregated 13F filings for Q4 2019.