We are live on ! Find out more
CL icon

Colgate-Palmolive

1,417 hedge funds and large institutions have $42.7B invested in Colgate-Palmolive in 2018 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 457 increasing their positions, 599 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.06% more ownership

Funds ownership: 74.64%75.7% (+1.1%)

6% less call options, than puts

Call options by funds: $415M | Put options by funds: $439M

9% less first-time investments, than exits

New positions opened: 85 | Existing positions closed: 93

1% less funds holding

Funds holding: 1,4381,417 (-21)

9% less capital invested

Capital invested by funds: $46.7B → $42.7B (-$4.04B)

17% less funds holding in top 10

Funds holding in top 10: 2420 (-4)

24% less repeat investments, than reductions

Existing positions increased: 457 | Existing positions reduced: 599

Holders
1,417
Holders Change
-21
Holders Change %
-1.46%
% of All Funds
32.44%
Holding in Top 10
20
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-16.67%
% of All Funds
0.46%
New
85
Increased
457
Reduced
599
Closed
93
Calls
$415M
Puts
$439M
Net Calls
-$24.2M
Net Calls Change
+$53.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CRIG
1026
Charter Research & Investment Group
Connecticut
$373K
WCM
1027
Weatherstone Capital Management
Colorado
$371K -$15.4K -235 -4%
TC
1028
Toews Corporation
New Jersey
$369K -$353K -5,400 -49%
BMC
1029
Beaton Management Company
Massachusetts
$369K
CA
1030
Cynosure Advisors
Utah
$367K
KCM
1031
Karp Capital Management
California
$367K +$327 +5 +0.1%
BCM
1032
Brookstone Capital Management
Illinois
$365K -$2.68K -41 -0.7%
GAM
1033
Garrison Asset Management
Arkansas
$365K
SFS
1034
Sowell Financial Services
Arkansas
$364K +$2.68K +41 +0.7%
SGCA
1035
Steel Grove Capital Advisors
Tennessee
$362K -$436K -6,666 -54%
CRC
1036
Curi RMB Capital
Illinois
$357K -$13.5K -207 -4%
MIFH
1037
Migdal Insurance & Financial Holdings
Israel
$357K +$12.6K +192 +4%
PGA
1038
Portland Global Advisors
Maine
$356K
WCM
1039
Weik Capital Management
Pennsylvania
$356K
MWAC
1040
Mariner Wealth Advisors (Cincinnati)
Ohio
$355K -$28.7K -438 -7%
RP
1041
Reinhart Partners
Wisconsin
$355K -$19.3K -295 -5%
OAJ
1042
Ogorek Anthony Joseph
New York
$355K
SFI
1043
SPC Financial Inc
Maryland
$354K -$26.2K -400 -7%
NONA
1044
Ninety One North America
New York
$351K -$1.83M -28,041 -84%
FCIM
1045
Fairview Capital Investment Management
California
$351K +$11.2K +171 +3%
HB
1046
Homrich & Berg
Georgia
$348K +$5.95K +91 +2%
GI
1047
Glovista Investments
New Jersey
$347K -$13.1K -200 -4%
KA
1048
KLCM Advisors
Wisconsin
$345K +$13.3K +203 +4%
WPC
1049
White Pine Capital
Minnesota
$344K -$39.2K -600 -10%
HFM
1050
Hartford Financial Management
Connecticut
$342K

CL Hedge Fund Activity: Q2 2018 in Review

1,417 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Colgate-Palmolive (CL) for Q2 2018, worth a combined $42.7B — down 8.7% from $46.7B a quarter earlier.

Sellers outnumbered buyers: 93 funds closed out of CL and 85 opened new positions — a net loss of 8 holders — while 599 trimmed existing stakes and 457 added.

The largest buyer was Loomis, Sayles & Company, adding an estimated $626M. The largest seller was Fidelity Investments, cutting an estimated $431M.

  • 1,417 institutional investors held Colgate-Palmolive (CL) as of Q2 2018, down from 1,438 in Q1 2018.
  • Funds reported $42.7B of Colgate-Palmolive stock for Q2 2018, down 8.7% quarter-over-quarter.
  • 85 funds opened new Colgate-Palmolive positions in Q2 2018 and 93 closed out, a net change of -8 holders.
  • The largest Colgate-Palmolive buyer in Q2 2018 was Loomis, Sayles & Company, an estimated $626M added.
  • The largest Colgate-Palmolive seller in Q2 2018 was Fidelity Investments, an estimated $431M sold.

Based on aggregated 13F filings for Q2 2018.