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Colgate-Palmolive

1,531 hedge funds and large institutions have $51.7B invested in Colgate-Palmolive in 2020 Q3 according to their latest regulatory filings, with 105 funds opening new positions, 535 increasing their positions, 584 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 77

5% more capital invested

Capital invested by funds: $49.2B → $51.7B (+$2.49B)

1% more funds holding

Funds holding: 1,5171,531 (+14)

0.15% less ownership

Funds ownership: 78.46%78.31% (-0.15%)

8% less repeat investments, than reductions

Existing positions increased: 535 | Existing positions reduced: 584

15% less call options, than puts

Call options by funds: $254M | Put options by funds: $298M

43% less funds holding in top 10

Funds holding in top 10: 2112 (-9)

Holders
1,531
Holders Change
+14
Holders Change %
+0.92%
% of All Funds
30.89%
Holding in Top 10
12
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-42.86%
% of All Funds
0.24%
New
105
Increased
535
Reduced
584
Closed
77
Calls
$254M
Puts
$298M
Net Calls
-$44.5M
Net Calls Change
-$141M
Name Holding Trade Value Shares
Change
Change in
Stake
BFO
1001
Biltmore Family Office
North Carolina
$521K
KWM
1002
Kingsview Wealth Management
Oregon
$519K -$298K -3,911 -37%
EP
1003
EPIQ Partners
Minnesota
$513K
CRIG
1004
Charter Research & Investment Group
Connecticut
$512K +$21.7K +284 +4%
TIA
1005
Tiemann Investment Advisors
California
$511K
JGIA
1006
Jackson Grant Investment Advisers
Connecticut
$511K +$2.9K +38 +0.6%
CCM
1007
Coldstream Capital Management
Washington
$507K -$2.44K -32 -0.5%
CNBTD
1008
Citizens National Bank Trust Department
Mississippi
$506K
MWM
1009
Merriman Wealth Management
Washington
$506K
AssetMark Inc
1010
AssetMark Inc
California
$506K +$65K +852 +15%
HCM
1011
Hall Capital Management
Rhode Island
$505K -$7.63K -100 -2%
SLF
1012
Sun Life Financial
Ontario, Canada
$504K -$64K -839 -11%
BO
1013
Bank OZK
Arkansas
$503K -$8.01K -105 -2%
ONST
1014
Old North State Trust
North Carolina
$501K -$66.1K -867 -12%
CAM
1015
Costello Asset Management
Pennsylvania
$501K -$7.63K -100 -2%
BG
1016
Berry Group
Massachusetts
$499K
FNC
1017
First National Corp
Massachusetts
$499K
GCAC
1018
Guardian Capital Advisors (Canada)
Ontario, Canada
$497K +$19.1K +250 +4%
LCS
1019
Levin Capital Strategies
New York
$497K +$491K +6,445 New
ATPW
1020
Ashton Thomas Private Wealth
Arizona
$495K +$23.1K +303 +5%
JF
1021
Jump Financial
Illinois
$494K +$488K +6,400 New
BOPW
1022
Brandywine Oak Private Wealth
Pennsylvania
$492K +$29.2K +383 +6%
IA
1023
IndexIQ Advisors
New York
$491K +$292K +3,833 +151%
LCM
1024
Leisure Capital Management
California
$489K
TMAM
1025
Tokio Marine Asset Management
Japan
$489K +$6.33K +83 +1%

CL Hedge Fund Activity: Q3 2020 in Review

1,531 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Colgate-Palmolive (CL) for Q3 2020, worth a combined $51.7B — up 5.1% from $49.2B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new CL positions and 77 closed out — a net gain of 28 holders — while 535 added to existing stakes and 584 trimmed.

The largest buyer was BlackRock, adding an estimated $286M. The largest seller was Caisse de Depot et Placement du Quebec (CDPQ), cutting an estimated $231M.

  • 1,531 institutional investors held Colgate-Palmolive (CL) as of Q3 2020, up from 1,517 in Q2 2020.
  • Funds reported $51.7B of Colgate-Palmolive stock for Q3 2020, up 5.1% quarter-over-quarter.
  • 105 funds opened new Colgate-Palmolive positions in Q3 2020 and 77 closed out, a net change of +28 holders.
  • The largest Colgate-Palmolive buyer in Q3 2020 was BlackRock, an estimated $286M added.
  • The largest Colgate-Palmolive seller in Q3 2020 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $231M sold.

Based on aggregated 13F filings for Q3 2020.