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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
SFSG
1051
Stearns Financial Services Group
North Carolina
$348K +$313 +5 +0.1%
WCM
1052
Weatherstone Capital Management
Colorado
$348K +$21.4K +342 +6%
FI
1053
Fosun International
China
$346K +$43.8K +700 +14%
SWM
1054
SeaCrest Wealth Management
New York
$345K -$184K -2,941 -34%
CWM
1055
Connecticut Wealth Management
Connecticut
$345K -$19.8K -317 -5%
CRIG
1056
Charter Research & Investment Group
Connecticut
$342K
IP
1057
Investment Partners
Ohio
$341K +$358K +5,723 New
APP
1058
Avantax Planning Partners
Iowa
$340K +$18.3K +293 +5%
HCM
1059
Harvest Capital Management
New Hampshire
$334K -$8.13K -130 -2%
OAJ
1060
Ogorek Anthony Joseph
New York
$332K +$2.5K +40 +0.7%
SFWC
1061
Strategic Family Wealth Counselors
New Jersey
$332K +$349K +5,575 New
AIC
1062
Archer Investment Corporation
Indiana
$328K +$345K +5,510 New
PGA
1063
Portland Global Advisors
Maine
$327K
PIA
1064
Pinion Investment Advisors
Kansas
$327K +$82.3K +1,315 +31%
Cerity Partners
1065
Cerity Partners
New York
$325K +$12.3K +197 +4%
BC
1066
Barnett & Company
Tennessee
$323K -$173K -2,764 -34%
MFW
1067
Mosaic Family Wealth
Missouri
$323K +$1.31K +21 +0.4%
BIA
1068
Bigelow Investment Advisors
Maine
$322K -$50.1K -800 -13%
MCM
1069
Manchester Capital Management
Vermont
$322K
GAM
1070
Garrison Asset Management
Arkansas
$322K +$7.2K +115 +2%
MC
1071
Montag & Caldwell
Georgia
$321K
TAM
1072
Trillium Asset Management
Massachusetts
$319K +$4.88K +78 +1%
GTAM
1073
Global Trust Asset Management
Florida
$318K
KA
1074
KLCM Advisors
Wisconsin
$317K +$12.5K +200 +4%
WPC
1075
White Pine Capital
Minnesota
$316K

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.