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Colgate-Palmolive

1,427 hedge funds and large institutions have $38.8B invested in Colgate-Palmolive in 2018 Q4 according to their latest regulatory filings, with 154 funds opening new positions, 393 increasing their positions, 641 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more call options, than puts

Call options by funds: $721M | Put options by funds: $403M

41% more first-time investments, than exits

New positions opened: 154 | Existing positions closed: 109

37% more funds holding in top 10

Funds holding in top 10: 1926 (+7)

2% more funds holding

Funds holding: 1,3941,427 (+33)

0.16% more ownership

Funds ownership: 75.81%75.97% (+0.16%)

12% less capital invested

Capital invested by funds: $43.9B → $38.8B (-$5.13B)

39% less repeat investments, than reductions

Existing positions increased: 393 | Existing positions reduced: 641

Holders
1,427
Holders Change
+33
Holders Change %
+2.37%
% of All Funds
31.79%
Holding in Top 10
26
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+36.84%
% of All Funds
0.58%
New
154
Increased
393
Reduced
641
Closed
109
Calls
$721M
Puts
$403M
Net Calls
+$319M
Net Calls Change
+$384M
Name Holding Trade Value Shares
Change
Change in
Stake
FNFDCM
1026
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$372K -$6.26K -100 -2%
SWRP
1027
Summit Wealth & Retirement Planning
California
$372K +$391K +6,255 New
OFW
1028
Omnia Family Wealth
Florida
$371K -$2.69K -43 -0.7%
PA
1029
Parallel Advisors
California
$369K -$14K -224 -3%
NED
1030
Nancy E. Dempze
$368K -$43.9K -702 -10%
BCM
1031
Becker Capital Management
Oregon
$367K -$75.1K -1,200 -16%
FWM
1032
Focused Wealth Management
New York
$367K -$9.38K -150 -2%
RG
1033
Rikoon Group
New Mexico
$367K -$6.44K -103 -2%
FWCM
1034
Ferguson Wellman Capital Management
Oregon
$367K
MME
1035
Meag Munich Ergo
Germany
$365K
HI
1036
Hudock Inc
Pennsylvania
$364K -$33.2K -531 -8%
SDJVC
1037
St. Denis J. Villere & Co
Louisiana
$362K -$25K -400 -6%
CAI
1038
Capital Advisors Inc
Oklahoma
$361K -$6.44M -102,860 -94%
LKIM
1039
Lawson Kroeker Investment Management
Nebraska
$361K
BAM
1040
Berkshire Asset Management
Pennsylvania
$359K
CNB
1041
Camden National Bank
Maine
$359K +$1.25K +20 +0.3%
SFS
1042
Sowell Financial Services
Arkansas
$359K +$29.3K +468 +8%
FC
1043
Fayerweather Charles
$358K -$31.3K -500 -8%
BHBT
1044
Burke & Herbert Bank & Trust
Virginia
$358K
MJRIC
1045
Mogy Joel R Investment Counsel
California
$357K
PTC
1046
Philadelphia Trust Company
Pennsylvania
$354K -$60.7K -970 -14%
HC
1047
Hendley & Co
Ohio
$354K -$7.51K -120 -2%
1SB
1048
1ST Source Bank
Indiana
$353K
CBU
1049
CIBC Bank USA
Illinois
$351K -$2.81K -45 -0.8%
GVAG
1050
Great Valley Advisor Group
Delaware
$350K +$368K +5,888 New

CL Hedge Fund Activity: Q4 2018 in Review

1,427 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Colgate-Palmolive (CL) for Q4 2018, worth a combined $38.8B — down 12% from $43.9B a quarter earlier.

Buyers outnumbered sellers: 154 funds opened new CL positions and 109 closed out — a net gain of 45 holders — while 393 added to existing stakes and 641 trimmed.

The largest buyer was BlackRock, adding an estimated $453M. The largest seller was UBS Group, cutting an estimated $665M.

  • 1,427 institutional investors held Colgate-Palmolive (CL) as of Q4 2018, up from 1,394 in Q3 2018.
  • Funds reported $38.8B of Colgate-Palmolive stock for Q4 2018, down 12% quarter-over-quarter.
  • 154 funds opened new Colgate-Palmolive positions in Q4 2018 and 109 closed out, a net change of +45 holders.
  • The largest Colgate-Palmolive buyer in Q4 2018 was BlackRock, an estimated $453M added.
  • The largest Colgate-Palmolive seller in Q4 2018 was UBS Group, an estimated $665M sold.

Based on aggregated 13F filings for Q4 2018.