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Colgate-Palmolive

1,621 hedge funds and large institutions have $47.5B invested in Colgate-Palmolive in 2023 Q3 according to their latest regulatory filings, with 101 funds opening new positions, 504 increasing their positions, 668 reducing their positions, and 140 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.79% more ownership

Funds ownership: 79.73%80.51% (+0.79%)

4% less funds holding

Funds holding: 1,6801,621 (-59)

7% less capital invested

Capital invested by funds: $51B → $47.5B (-$3.49B)

22% less call options, than puts

Call options by funds: $393M | Put options by funds: $502M

23% less funds holding in top 10

Funds holding in top 10: 1310 (-3)

25% less repeat investments, than reductions

Existing positions increased: 504 | Existing positions reduced: 668

28% less first-time investments, than exits

New positions opened: 101 | Existing positions closed: 140

Holders
1,621
Holders Change
-59
Holders Change %
-3.51%
% of All Funds
25.72%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.16%
New
101
Increased
504
Reduced
668
Closed
140
Calls
$393M
Puts
$502M
Net Calls
-$109M
Net Calls Change
-$318M
Name Holding Trade Value Shares
Change
Change in
Stake
FMC
1001
First Merchants Corp
Indiana
$499K -$125K -1,678 -19%
TFM
1002
TFC Financial Management
Massachusetts
$498K +$299 +4 +0.1%
CWM
1003
Cornerstone Wealth Management
Missouri
$498K +$57.7K +772 +12%
WT
1004
Washington Trust
Rhode Island
$497K
GFS
1005
GYL Financial Synergies
Connecticut
$494K -$7.93K -106 -2%
BWL
1006
Bogart Wealth LLC
Virginia
$494K
Koshinski Asset Management
1007
Koshinski Asset Management
Illinois
$493K -$43.8K -586 -8%
FNB
1008
Farmers National Bank
Kentucky
$491K -$10.1K -135 -2%
BJL
1009
Brighton Jones LLC
Washington
$488K +$27.9K +373 +6%
GVAG
1010
Great Valley Advisor Group
Delaware
$483K -$3.51K -47 -0.7%
DP
1011
Dearborn Partners
Illinois
$481K -$22.4K -299 -4%
BFO
1012
Boston Family Office
Massachusetts
$480K -$10.1K -135 -2%
SDAM
1013
Shulman DeMeo Asset Management
New York
$480K -$47.9K -640 -9%
AR
1014
Apeiron RIA
Texas
$479K +$44.1K +590 +10%
NRD
1015
Nebula Research & Development
New York
$479K +$504K +6,736 New
CICI
1016
Capital Investment Counsel Inc
North Carolina
$476K
BFIC
1017
Bedell Frazier Investment Counselling
California
$476K +$500K +6,690 New
PAS
1018
Park Avenue Securities
New York
$475K +$499K +6,678 New
CI
1019
CX Institutional
Indiana
$473K +$1.2K +16 +0.2%
APP
1020
Avantax Planning Partners
Iowa
$472K -$523 -7 -0.1%
CRIG
1021
Charter Research & Investment Group
Connecticut
$472K
RIS
1022
Retirement Income Solutions
Michigan
$470K
BDA
1023
Borer Denton & Associates
Pennsylvania
$466K
MWM
1024
Merriman Wealth Management
Washington
$466K
BP
1025
Ballentine Partners
Massachusetts
$461K -$15.8K -211 -3%

CL Hedge Fund Activity: Q3 2023 in Review

1,621 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Colgate-Palmolive (CL) for Q3 2023, worth a combined $47.5B — down 6.8% from $51B a quarter earlier.

Sellers outnumbered buyers: 140 funds closed out of CL and 101 opened new positions — a net loss of 39 holders — while 668 trimmed existing stakes and 504 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $765M. The largest seller was BlackRock, cutting an estimated $229M.

  • 1,621 institutional investors held Colgate-Palmolive (CL) as of Q3 2023, down from 1,680 in Q2 2023.
  • Funds reported $47.5B of Colgate-Palmolive stock for Q3 2023, down 6.8% quarter-over-quarter.
  • 101 funds opened new Colgate-Palmolive positions in Q3 2023 and 140 closed out, a net change of -39 holders.
  • The largest Colgate-Palmolive buyer in Q3 2023 was T. Rowe Price Associates, an estimated $765M added.
  • The largest Colgate-Palmolive seller in Q3 2023 was BlackRock, an estimated $229M sold.

Based on aggregated 13F filings for Q3 2023.