We are live on ! Find out more
CL icon

Colgate-Palmolive

1,417 hedge funds and large institutions have $42.7B invested in Colgate-Palmolive in 2018 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 457 increasing their positions, 599 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.06% more ownership

Funds ownership: 74.64%75.7% (+1.1%)

6% less call options, than puts

Call options by funds: $415M | Put options by funds: $439M

9% less first-time investments, than exits

New positions opened: 85 | Existing positions closed: 93

1% less funds holding

Funds holding: 1,4381,417 (-21)

9% less capital invested

Capital invested by funds: $46.7B → $42.7B (-$4.04B)

17% less funds holding in top 10

Funds holding in top 10: 2420 (-4)

24% less repeat investments, than reductions

Existing positions increased: 457 | Existing positions reduced: 599

Holders
1,417
Holders Change
-21
Holders Change %
-1.46%
% of All Funds
32.44%
Holding in Top 10
20
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-16.67%
% of All Funds
0.46%
New
85
Increased
457
Reduced
599
Closed
93
Calls
$415M
Puts
$439M
Net Calls
-$24.2M
Net Calls Change
+$53.6M
Name Holding Trade Value Shares
Change
Change in
Stake
FFW
1076
Fusion Family Wealth
New York
$322K
NG
1077
Northstar Group
New York
$321K +$1.5K +23 +0.5%
NFA
1078
Nuveen Fund Advisors
Illinois
$320K -$243K -3,712 -43%
CCA
1079
Cobblestone Capital Advisors
New York
$320K +$44.7K +684 +16%
OMC
1080
Overbrook Management Corp
New York
$319K
IP
1081
Intellectus Partners
California
$318K +$321K +4,903 New
CHAM
1082
Clear Harbor Asset Management
Connecticut
$317K -$131K -2,000 -29%
FPS
1083
Fieldpoint Private Securities
Connecticut
$317K -$72K -1,100 -18%
MBTD
1084
Mechanics Bank - Trust Department
California
$316K +$63.3K +967 +25%
WWM
1085
Windsor Wealth Management
Indiana
$315K -$38.4K -587 -11%
Cerity Partners
1086
Cerity Partners
New York
$315K +$12.3K +188 +4%
CAS
1087
Cue Advisory Services
Arizona
$314K
CAW
1088
Cornerstone Advisors (Washington)
Washington
$313K +$7.98K +122 +3%
VIA
1089
Vantage Investment Advisors
Pennsylvania
$312K
WAM
1090
Winslow Asset Management
Ohio
$311K
MCM
1091
Maryland Capital Management
Maryland
$310K -$25.7K -393 -8%
TL
1092
TrueWealth LLC
Georgia
$309K
CPO
1093
Cerity Partners OCIO
New York
$307K +$55.8K +853 +22%
BFM
1094
Boothbay Fund Management
New York
$305K
FIM
1095
Fernwood Investment Management
Massachusetts
$305K
SAS
1096
Stelac Advisory Services
New York
$305K
MFW
1097
Mosaic Family Wealth
Missouri
$305K +$9.48K +145 +3%
MWM
1098
Modera Wealth Management
New Jersey
$304K -$1.5K -23 -0.5%
YWP
1099
YorkBridge Wealth Partners
New York
$304K
PFBT
1100
Parkside Financial Bank & Trust
Missouri
$303K -$32.4K -496 -10%

CL Hedge Fund Activity: Q2 2018 in Review

1,417 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Colgate-Palmolive (CL) for Q2 2018, worth a combined $42.7B — down 8.7% from $46.7B a quarter earlier.

Sellers outnumbered buyers: 93 funds closed out of CL and 85 opened new positions — a net loss of 8 holders — while 599 trimmed existing stakes and 457 added.

The largest buyer was Loomis, Sayles & Company, adding an estimated $626M. The largest seller was Fidelity Investments, cutting an estimated $431M.

  • 1,417 institutional investors held Colgate-Palmolive (CL) as of Q2 2018, down from 1,438 in Q1 2018.
  • Funds reported $42.7B of Colgate-Palmolive stock for Q2 2018, down 8.7% quarter-over-quarter.
  • 85 funds opened new Colgate-Palmolive positions in Q2 2018 and 93 closed out, a net change of -8 holders.
  • The largest Colgate-Palmolive buyer in Q2 2018 was Loomis, Sayles & Company, an estimated $626M added.
  • The largest Colgate-Palmolive seller in Q2 2018 was Fidelity Investments, an estimated $431M sold.

Based on aggregated 13F filings for Q2 2018.