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Colgate-Palmolive

1,741 hedge funds and large institutions have $54.9B invested in Colgate-Palmolive in 2023 Q4 according to their latest regulatory filings, with 228 funds opening new positions, 562 increasing their positions, 642 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

172% more call options, than puts

Call options by funds: $1.12B | Put options by funds: $412M

162% more first-time investments, than exits

New positions opened: 228 | Existing positions closed: 87

16% more capital invested

Capital invested by funds: $47.5B → $54.9B (+$7.41B)

7% more funds holding

Funds holding: 1,6211,741 (+120)

3.04% more ownership

Funds ownership: 80.51%83.55% (+3%)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

12% less repeat investments, than reductions

Existing positions increased: 562 | Existing positions reduced: 642

Holders
1,741
Holders Change
+120
Holders Change %
+7.4%
% of All Funds
25.38%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
228
Increased
562
Reduced
642
Closed
87
Calls
$1.12B
Puts
$412M
Net Calls
+$707M
Net Calls Change
+$816M
Name Holding Trade Value Shares
Change
Change in
Stake
SFSG
1001
Sound Financial Strategies Group
Mississippi
$579K -$273K -3,629 -33%
CWM
1002
Cornerstone Wealth Management
Missouri
$571K +$12.9K +172 +2%
AAG
1003
Armstrong Advisory Group
Massachusetts
$569K
PWP
1004
Principle Wealth Partners
Connecticut
$569K
P
1005
Pitcairn
Pennsylvania
$567K -$11.8K -157 -2%
HIM
1006
Hillsdale Investment Management
Ontario, Canada
$566K +$534K +7,100 New
TFM
1007
TFC Financial Management
Massachusetts
$566K +$7.29K +97 +1%
GFS
1008
GYL Financial Synergies
Connecticut
$565K +$10.6K +141 +2%
WT
1009
Washington Trust
Rhode Island
$564K +$6.39K +85 +1%
FNB
1010
Farmers National Bank
Kentucky
$560K +$9.55K +127 +2%
BWM
1011
BKM Wealth Management
Wisconsin
$560K +$528K +7,027 New
CL
1012
Choreo LLC
Illinois
$560K +$152K +2,018 +40%
MWA
1013
Midland Wealth Advisors
Illinois
$560K +$528K +7,022 New
DAM
1014
Delta Asset Management
Tennessee
$559K -$1.65K -22 -0.3%
DP
1015
Dearborn Partners
Illinois
$558K +$18K +239 +4%
BWL
1016
Bogart Wealth LLC
Virginia
$558K +$3.76K +50 +0.7%
TI
1017
Truepoint Inc
Ohio
$554K +$523K +6,955 New
WAM
1018
Weiss Asset Management
Massachusetts
$554K +$523K +6,955 New
BTWM
1019
Baker Tilly Wealth Management
Wisconsin
$554K +$523K +6,951 New
FMC
1020
First Merchants Corp
Indiana
$553K -$5.64K -75 -1%
BJL
1021
Brighton Jones LLC
Washington
$552K +$4.59K +61 +0.9%
TFS
1022
Thoroughbred Financial Services
Tennessee
$549K +$194K +2,583 +60%
Koshinski Asset Management
1023
Koshinski Asset Management
Illinois
$549K -$3.31K -44 -0.6%
AG
1024
Algert Global
California
$547K +$516K +6,864 New
MIS
1025
Morningstar Investment Services
Illinois
$547K +$519K +6,900 New

CL Hedge Fund Activity: Q4 2023 in Review

1,741 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Colgate-Palmolive (CL) for Q4 2023, worth a combined $54.9B — up 16% from $47.5B a quarter earlier.

Buyers outnumbered sellers: 228 funds opened new CL positions and 87 closed out — a net gain of 141 holders — while 562 added to existing stakes and 642 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.65B. The largest seller was Wellington Management Group, cutting an estimated $303M.

  • 1,741 institutional investors held Colgate-Palmolive (CL) as of Q4 2023, up from 1,621 in Q3 2023.
  • Funds reported $54.9B of Colgate-Palmolive stock for Q4 2023, up 16% quarter-over-quarter.
  • 228 funds opened new Colgate-Palmolive positions in Q4 2023 and 87 closed out, a net change of +141 holders.
  • The largest Colgate-Palmolive buyer in Q4 2023 was Morgan Stanley, an estimated $1.65B added.
  • The largest Colgate-Palmolive seller in Q4 2023 was Wellington Management Group, an estimated $303M sold.

Based on aggregated 13F filings for Q4 2023.