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Colgate-Palmolive

1,699 hedge funds and large institutions have $52.1B invested in Colgate-Palmolive in 2022 Q4 according to their latest regulatory filings, with 190 funds opening new positions, 573 increasing their positions, 591 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

179% more first-time investments, than exits

New positions opened: 190 | Existing positions closed: 68

14% more call options, than puts

Call options by funds: $380M | Put options by funds: $333M

13% more capital invested

Capital invested by funds: $46.2B → $52.1B (+$5.94B)

5% more funds holding

Funds holding: 1,6151,699 (+84)

0.11% more ownership

Funds ownership: 78.99%79.1% (+0.11%)

3% less repeat investments, than reductions

Existing positions increased: 573 | Existing positions reduced: 591

4% less funds holding in top 10

Funds holding in top 10: 2423 (-1)

Holders
1,699
Holders Change
+84
Holders Change %
+5.2%
% of All Funds
27.31%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.37%
New
190
Increased
573
Reduced
591
Closed
68
Calls
$380M
Puts
$333M
Net Calls
+$46.6M
Net Calls Change
-$92.9M
Name Holding Trade Value Shares
Change
Change in
Stake
P
1026
Pitcairn
Pennsylvania
$527K +$17K +227 +4%
RWM
1027
RKL Wealth Management
Pennsylvania
$524K -$3.6K -48 -0.7%
CRIG
1028
Charter Research & Investment Group
Connecticut
$523K
MWM
1029
Merriman Wealth Management
Washington
$522K +$5.85K +78 +1%
SA
1030
Syntax Advisors
New York
$520K -$29.4K -392 -6%
VCG
1031
Vantage Consulting Group
Virginia
$520K -$29.4K -392 -6%
HL
1032
HeadInvest LLC
Maine
$514K +$16.9K +226 +4%
IA
1033
IFP Advisors
Florida
$514K +$75 +1 +0%
BIP
1034
Blueprint Investment Partners
North Carolina
$512K +$200K +2,662 +69%
TIA
1035
Tiemann Investment Advisors
California
$512K +$7.5K +100 +2%
FWCM
1036
Ferguson Wellman Capital Management
Oregon
$511K +$6K +80 +1%
Jones Financial Companies
1037
Jones Financial Companies
Missouri
$510K +$6.15K +82 +1%
AF
1038
Allworth Financial
California
$509K -$137K -1,824 -22%
JWCA
1039
J.W. Coons Advisors
Ohio
$506K +$75K +1,000 +18%
LT
1040
Legacy Trust
Michigan
$506K +$481K +6,421 New
EP
1041
EPIQ Partners
Minnesota
$504K
ACS
1042
Archford Capital Strategies
Illinois
$503K +$65.6K +875 +16%
JGIA
1043
Jackson Grant Investment Advisers
Connecticut
$501K +$2.02K +27 +0.4%
PTC
1044
Philadelphia Trust Company
Pennsylvania
$501K
KHC
1045
Koesten Hirschmann & Crabtree
Kansas
$499K +$475K +6,329 New
TA
1046
TFG Advisers
Michigan
$498K +$2.92K +39 +0.6%
MHS
1047
M Holdings Securities
Oregon
$498K
BWL
1048
Bogart Wealth LLC
Virginia
$498K
DCM
1049
Dudley Capital Management
Virginia
$493K +$469K +6,251 New
OFW
1050
Omnia Family Wealth
Florida
$491K

CL Hedge Fund Activity: Q4 2022 in Review

1,699 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Colgate-Palmolive (CL) for Q4 2022, worth a combined $52.1B — up 13% from $46.2B a quarter earlier.

Buyers outnumbered sellers: 190 funds opened new CL positions and 68 closed out — a net gain of 122 holders — while 573 added to existing stakes and 591 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $251M. The largest seller was Bank of New York Mellon, cutting an estimated $612M.

  • 1,699 institutional investors held Colgate-Palmolive (CL) as of Q4 2022, up from 1,615 in Q3 2022.
  • Funds reported $52.1B of Colgate-Palmolive stock for Q4 2022, up 13% quarter-over-quarter.
  • 190 funds opened new Colgate-Palmolive positions in Q4 2022 and 68 closed out, a net change of +122 holders.
  • The largest Colgate-Palmolive buyer in Q4 2022 was Morgan Stanley, an estimated $251M added.
  • The largest Colgate-Palmolive seller in Q4 2022 was Bank of New York Mellon, an estimated $612M sold.

Based on aggregated 13F filings for Q4 2022.