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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
LT
1026
Legacy Trust
Michigan
$543K +$25.7K +342 +5%
SDAM
1027
Shulman DeMeo Asset Management
New York
$540K +$1.5K +20 +0.3%
GVAG
1028
Great Valley Advisor Group
Delaware
$539K -$2.93K -39 -0.6%
MWM
1029
Merriman Wealth Management
Washington
$538K +$14.5K +193 +3%
MG
1030
Mather Group
Illinois
$536K +$59.7K +794 +13%
NP
1031
NorthRock Partners
Minnesota
$536K +$506K +6,726 New
AR
1032
Apeiron RIA
Texas
$535K -$2.1K -28 -0.4%
CICI
1033
Capital Investment Counsel Inc
North Carolina
$534K
BFIC
1034
Bedell Frazier Investment Counselling
California
$533K
NME
1035
Notis-McConarty Edward
$532K -$161K -2,145 -24%
CAM
1036
Costello Asset Management
Pennsylvania
$531K -$354K -4,704 -41%
IWC
1037
Integrated Wealth Concepts
Massachusetts
$530K -$347K -4,612 -41%
APP
1038
Avantax Planning Partners
Iowa
$529K -$75 -1 -0%
CRIG
1039
Charter Research & Investment Group
Connecticut
$529K
RIS
1040
Retirement Income Solutions
Michigan
$527K
CRI
1041
Colonial River Investments
Virginia
$525K +$495K +6,585 New
BFO
1042
Boston Family Office
Massachusetts
$524K -$12.8K -170 -3%
BDA
1043
Borer Denton & Associates
Pennsylvania
$522K
HTHT
1044
Hemenway Trust Hemenway Trust
New Hampshire
$520K -$241K -3,203 -33%
JGIA
1045
Jackson Grant Investment Advisers
Connecticut
$516K +$2.03K +27 +0.4%
FWP
1046
FAS Wealth Partners
Kansas
$515K +$2.26K +30 +0.5%
CT
1047
Cambridge Trust
Massachusetts
$514K +$30.1K +400 +7%
MS
1048
Maven Securities
Jersey
$514K +$485K +6,445 New
HDIM
1049
Hanson & Doremus Investment Management
Vermont
$512K -$902 -12 -0.2%
EP
1050
EPIQ Partners
Minnesota
$510K

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.