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Colgate-Palmolive

1,189 hedge funds and large institutions have $42.7B invested in Colgate-Palmolive in 2014 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 426 increasing their positions, 482 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 47

0% less funds holding

Funds holding: 1,1931,189 (-4)

1.45% less ownership

Funds ownership: 73.19%71.74% (-1.4%)

7% less capital invested

Capital invested by funds: $45.6B → $42.7B (-$2.98B)

12% less repeat investments, than reductions

Existing positions increased: 426 | Existing positions reduced: 482

14% less call options, than puts

Call options by funds: $284M | Put options by funds: $331M

33% less funds holding in top 10

Funds holding in top 10: 4027 (-13)

Holders
1,189
Holders Change
-4
Holders Change %
-0.34%
% of All Funds
34.49%
Holding in Top 10
27
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-32.5%
% of All Funds
0.78%
New
50
Increased
426
Reduced
482
Closed
47
Calls
$284M
Puts
$331M
Net Calls
-$47.3M
Net Calls Change
-$56.3M
Name Holding Trade Value Shares
Change
Change in
Stake
AWS
1076
Aris Wealth Services
Pennsylvania
$214K -$12.6K -191 -5%
SI
1077
SII Investments
Wisconsin
$214K +$10.6K +160 +5%
RPA
1078
Rock Point Advisors
Vermont
$212K
PWW
1079
Pettyjohn Wood & White
Virginia
$211K
PMFA
1080
Plante Moran Financial Advisors
Michigan
$210K -$67.6K -1,025 -24%
UR
1081
USCA RIA
Texas
$210K +$212K +3,214 New
EIM
1082
Emerson Investment Management
Massachusetts
$209K
JCM
1083
Janney Capital Management
Pennsylvania
$207K
MCM
1084
McMillion Capital Management
North Carolina
$206K
HW
1085
Hancock Whitney
Mississippi
$206K +$3.3K +50 +2%
CL
1086
Choreo LLC
Illinois
$205K
HIC
1087
Hartline Investment Corp
Illinois
$204K
PPSG
1088
Princeton Portfolio Strategies Group
New Jersey
$202K -$19.8K -300 -9%
HCM
1089
Harvest Capital Management
New Hampshire
$202K
TRCT
1090
Tower Research Capital (TRC)
New York
$202K +$105K +1,590 +105%
AW
1091
Alpha Windward
Massachusetts
$200K -$10.5K -159 -5%
W
1092
Wealthfront
California
$196K +$8.18K +124 +4%
SSG
1093
Summit Securities Group
New York
$196K +$132K +2,000 +200%
EFSCE
1094
Enterprise Financial Services Corp (EFSC)
Missouri
$195K -$4.49K -68 -2%
FMII
1095
Farmers & Merchants Investments Inc
Nebraska
$195K
OIA
1096
Optimum Investment Advisors
Illinois
$174K
MHS
1097
M Holdings Securities
Oregon
$170K +$171K +2,600 New
JT
1098
Jump Trading
Illinois
$164K -$136K -2,056 -45%
FM
1099
Forward Management
California
$157K +$158K +2,400 New
DIA
1100
Davidson Investment Advisors
Montana
$149K +$79.1K +1,200 +100%

CL Hedge Fund Activity: Q3 2014 in Review

1,189 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Colgate-Palmolive (CL) for Q3 2014, worth a combined $42.7B — down 6.5% from $45.6B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new CL positions and 47 closed out — a net gain of 3 holders — while 426 added to existing stakes and 482 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $209M. The largest seller was Norges Bank, cutting an estimated $380M.

  • 1,189 institutional investors held Colgate-Palmolive (CL) as of Q3 2014, down from 1,193 in Q2 2014.
  • Funds reported $42.7B of Colgate-Palmolive stock for Q3 2014, down 6.5% quarter-over-quarter.
  • 50 funds opened new Colgate-Palmolive positions in Q3 2014 and 47 closed out, a net change of +3 holders.
  • The largest Colgate-Palmolive buyer in Q3 2014 was JP Morgan Chase, an estimated $209M added.
  • The largest Colgate-Palmolive seller in Q3 2014 was Norges Bank, an estimated $380M sold.

Based on aggregated 13F filings for Q3 2014.