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Colgate-Palmolive

1,657 hedge funds and large institutions have $50.6B invested in Colgate-Palmolive in 2023 Q1 according to their latest regulatory filings, with 124 funds opening new positions, 584 increasing their positions, 611 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more call options, than puts

Call options by funds: $590M | Put options by funds: $436M

1.88% more ownership

Funds ownership: 79.1%80.98% (+1.9%)

3% less capital invested

Capital invested by funds: $52.1B → $50.6B (-$1.51B)

4% less repeat investments, than reductions

Existing positions increased: 584 | Existing positions reduced: 611

5% less first-time investments, than exits

New positions opened: 124 | Existing positions closed: 130

2% less funds holding

Funds holding: 1,6981,657 (-41)

35% less funds holding in top 10

Funds holding in top 10: 2315 (-8)

Holders
1,657
Holders Change
-41
Holders Change %
-2.41%
% of All Funds
26.41%
Holding in Top 10
15
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-34.78%
% of All Funds
0.24%
New
124
Increased
584
Reduced
611
Closed
130
Calls
$590M
Puts
$436M
Net Calls
+$153M
Net Calls Change
+$107M
Name Holding Trade Value Shares
Change
Change in
Stake
QCG
1001
Quadrant Capital Group
Ohio
$537K +$215K +2,887 +68%
AAG
1002
Armstrong Advisory Group
Massachusetts
$537K
PWP
1003
Principle Wealth Partners
Connecticut
$536K
CGL
1004
Clarius Group LLC
Washington
$536K -$2.6K -35 -0.5%
FIBT
1005
First International Bank & Trust
North Dakota
$534K +$4.31K +58 +0.8%
WT
1006
Washington Trust
Rhode Island
$525K
SWM
1007
Spire Wealth Management
Virginia
$523K +$123K +1,660 +31%
UH
1008
Unigestion Holding
Switzerland
$522K -$788K -10,602 -60%
LCM
1009
Leisure Capital Management
California
$518K +$52.1K +700 +11%
BFO
1010
Boston Family Office
Massachusetts
$518K -$1.8M -24,184 -78%
BP
1011
Ballentine Partners
Massachusetts
$518K -$164K -2,200 -24%
DWA
1012
Douglass Winthrop Advisors
New York
$517K -$141K -1,900 -22%
GRP
1013
Global Retirement Partners
California
$516K +$322K +4,335 +215%
P
1014
Pitcairn
Pennsylvania
$511K +$8.55K +115 +2%
MWM
1015
Merriman Wealth Management
Washington
$504K +$5.87K +79 +1%
CICI
1016
Capital Investment Counsel Inc
North Carolina
$504K
FPAS
1017
Focus Partners Advisor Solutions
Missouri
$502K +$109K +1,469 +28%
APP
1018
Avantax Planning Partners
Iowa
$501K -$26.8K -360 -5%
RPCONE
1019
Retirement Planning Company of New England
Rhode Island
$500K -$9K -121 -2%
IA
1020
Insight Advisors
Pennsylvania
$499K -$347K -4,665 -41%
CRIG
1021
Charter Research & Investment Group
Connecticut
$499K
KJHP
1022
K.J. Harrison & Partners
Ontario, Canada
$494K +$87K +1,170 +22%
BDA
1023
Borer Denton & Associates
Pennsylvania
$493K +$103K +1,380 +27%
CT
1024
Cambridge Trust
Massachusetts
$492K -$26.2K -352 -5%
HL
1025
HeadInvest LLC
Maine
$490K

CL Hedge Fund Activity: Q1 2023 in Review

1,657 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Colgate-Palmolive (CL) for Q1 2023, worth a combined $50.6B — down 2.9% from $52.1B a quarter earlier.

Sellers outnumbered buyers: 130 funds closed out of CL and 124 opened new positions — a net loss of 6 holders — while 611 trimmed existing stakes and 584 added.

The largest buyer was Sarasin & Partners, adding an estimated $361M. The largest seller was D.E. Shaw & Co, cutting an estimated $316M.

  • 1,657 institutional investors held Colgate-Palmolive (CL) as of Q1 2023, down from 1,698 in Q4 2022.
  • Funds reported $50.6B of Colgate-Palmolive stock for Q1 2023, down 2.9% quarter-over-quarter.
  • 124 funds opened new Colgate-Palmolive positions in Q1 2023 and 130 closed out, a net change of -6 holders.
  • The largest Colgate-Palmolive buyer in Q1 2023 was Sarasin & Partners, an estimated $361M added.
  • The largest Colgate-Palmolive seller in Q1 2023 was D.E. Shaw & Co, an estimated $316M sold.

Based on aggregated 13F filings for Q1 2023.