We are live on ! Find out more
CL icon

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
ST
1101
SpiderRock Trading
Illinois
$147K
FANJ
1102
Financial Architects (New Jersey)
New Jersey
$147K +$66 +1 +0%
LFR
1103
Lehman Financial Resources
Pennsylvania
$143K
HR
1104
Howe & Rusling
New York
$139K +$26.4K +400 +23%
SIA
1105
Sit Investment Associates
Minnesota
$137K -$15.9M -241,475 -99%
HCM
1106
Highlander Capital Management
New Jersey
$136K +$396 +6 +0.3%
RI
1107
Redwood Investments
Massachusetts
$130K
TDC
1108
Thompson Davis & Co
Virginia
$128K +$127K +1,926 +4,586%
RFA
1109
Reilly Financial Advisors
California
$125K
MBE
1110
Michael B. Elefante
$121K
KTC
1111
Kistler-Tiffany Companies
Pennsylvania
$120K +$264 +4 +0.2%
SMG
1112
Spectrum Management Group
Indiana
$117K
TIM
1113
Tortoise Investment Management
New York
$116K -$13.2K -200 -10%
MPWT
1114
MassMutual Private Wealth & Trust
Connecticut
$116K +$29.2K +442 +33%
SJIM
1115
St. Johns Investment Management
Florida
$110K
FWM
1116
Focused Wealth Management
New York
$104K
AC
1117
Alexandria Capital
Virginia
$98K
NES
1118
New England Securities
New York
$93K +$14.9K +226 +19%
TSW
1119
Thompson Siegel & Walmsley
Virginia
$93K +$52.8K +800 +129%
SFM
1120
Systematic Financial Management
New Jersey
$92K
VNB
1121
Valley National Bancorp
New York
$88K
IPC
1122
Independent Portfolio Consultants
Florida
$88K +$14.6K +222 +20%
CCS
1123
Crosspoint Capital Strategies
California
$86K
LCM
1124
Laurion Capital Management
New York
$85K +$85.7K +1,300 New
CBT
1125
Central Bank & Trust
Kentucky
$81K

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.