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Colgate-Palmolive

1,510 hedge funds and large institutions have $45.9B invested in Colgate-Palmolive in 2019 Q4 according to their latest regulatory filings, with 177 funds opening new positions, 473 increasing their positions, 588 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 177 | Existing positions closed: 94

4% more funds holding

Funds holding: 1,4471,510 (+63)

0.1% more ownership

Funds ownership: 77.8%77.9% (+0.1%)

6% less capital invested

Capital invested by funds: $48.9B → $45.9B (-$3.02B)

16% less call options, than puts

Call options by funds: $309M | Put options by funds: $366M

18% less funds holding in top 10

Funds holding in top 10: 2218 (-4)

20% less repeat investments, than reductions

Existing positions increased: 473 | Existing positions reduced: 588

Holders
1,510
Holders Change
+63
Holders Change %
+4.35%
% of All Funds
29.75%
Holding in Top 10
18
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-18.18%
% of All Funds
0.35%
New
177
Increased
473
Reduced
588
Closed
94
Calls
$309M
Puts
$366M
Net Calls
-$57.1M
Net Calls Change
-$220M
Name Holding Trade Value Shares
Change
Change in
Stake
HC
1051
Hendley & Co
Ohio
$417K +$17K +250 +4%
TF
1052
Tompkins Financial
New York
$417K +$216K +3,174 +110%
BIA
1053
Bigelow Investment Advisors
Maine
$416K +$40.9K +600 +11%
M
1054
Mirova
France
$416K +$275K +4,039 +201%
JWCA
1055
J.W. Cole Advisors
Florida
$416K +$412K +6,046 New
CSWG
1056
Cardinal Strategic Wealth Guidance
Kentucky
$414K +$410K +6,017 New
BFO
1057
Biltmore Family Office
North Carolina
$413K -$273K -4,000 -40%
MJRIC
1058
Mogy Joel R Investment Counsel
California
$413K
SACTSONJ
1059
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$413K
BHBT
1060
Burke & Herbert Bank & Trust
Virginia
$410K -$205 -3 -0.1%
VWA
1061
V Wealth Advisors
Kansas
$409K
TFS
1062
TrustCore Financial Services
Tennessee
$408K
SDJVC
1063
St. Denis J. Villere & Co
Louisiana
$405K
Jones Financial Companies
1064
Jones Financial Companies
Missouri
$405K +$5.93K +87 +2%
CC
1065
Centiva Capital
New York
$403K +$399K +5,853 New
LKIM
1066
Lawson Kroeker Investment Management
Nebraska
$400K
CG
1067
Caprock Group
Idaho
$400K +$10.4K +153 +3%
ECM
1068
ETrade Capital Management
Virginia
$399K -$399K -5,854 -50%
SVWAG
1069
Sound View Wealth Advisors Group
Georgia
$399K +$13.6K +200 +4%
MCM
1070
Manchester Capital Management
Vermont
$397K +$54.5K +800 +16%
SFWC
1071
Strategic Family Wealth Counselors
New Jersey
$391K +$1.98K +29 +0.5%
JAM
1072
Jupiter Asset Management
United Kingdom
$387K
BCM
1073
Brookstone Capital Management
Illinois
$387K +$49K +718 +15%
BAS
1074
Brown Advisory Securities
Maryland
$386K +$154K +2,263 +68%
ECG
1075
Edge Capital Group
Georgia
$385K -$13.5K -198 -3%

CL Hedge Fund Activity: Q4 2019 in Review

1,510 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Colgate-Palmolive (CL) for Q4 2019, worth a combined $45.9B — down 6.2% from $48.9B a quarter earlier.

Buyers outnumbered sellers: 177 funds opened new CL positions and 94 closed out — a net gain of 83 holders — while 473 added to existing stakes and 588 trimmed.

The largest buyer was Tikehau Investment Management, opening a new position worth an estimated $260M. The largest seller was Fiera Capital (Canada), cutting an estimated $244M.

  • 1,510 institutional investors held Colgate-Palmolive (CL) as of Q4 2019, up from 1,447 in Q3 2019.
  • Funds reported $45.9B of Colgate-Palmolive stock for Q4 2019, down 6.2% quarter-over-quarter.
  • 177 funds opened new Colgate-Palmolive positions in Q4 2019 and 94 closed out, a net change of +83 holders.
  • The largest Colgate-Palmolive buyer in Q4 2019 was Tikehau Investment Management, an estimated $260M added.
  • The largest Colgate-Palmolive seller in Q4 2019 was Fiera Capital (Canada), an estimated $244M sold.

Based on aggregated 13F filings for Q4 2019.