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Colgate-Palmolive

1,226 hedge funds and large institutions have $46.1B invested in Colgate-Palmolive in 2015 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 370 increasing their positions, 541 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more call options, than puts

Call options by funds: $297M | Put options by funds: $199M

3% more funds holding in top 10

Funds holding in top 10: 3031 (+1)

2% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 58

0.06% more ownership

Funds ownership: 73.48%73.54% (+0.06%)

0% less capital invested

Capital invested by funds: $46.2B → $46.1B (-$187M)

1% less funds holding

Funds holding: 1,2411,226 (-15)

32% less repeat investments, than reductions

Existing positions increased: 370 | Existing positions reduced: 541

Holders
1,226
Holders Change
-15
Holders Change %
-1.21%
% of All Funds
32.66%
Holding in Top 10
31
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.33%
% of All Funds
0.83%
New
59
Increased
370
Reduced
541
Closed
58
Calls
$297M
Puts
$199M
Net Calls
+$98.5M
Net Calls Change
+$17M
Name Holding Trade Value Shares
Change
Change in
Stake
HW
1101
Hancock Whitney
Mississippi
$215K -$3.46K -50 -2%
MCM
1102
McMillion Capital Management
North Carolina
$215K
PCM
1103
Princeton Capital Management
New Jersey
$214K -$58.4K -845 -21%
AW
1104
Alpha Windward
Massachusetts
$214K -$4.91K -71 -2%
BC
1105
Burney Company
Virginia
$214K +$214K +3,090 New
LI
1106
LVZ Inc
Michigan
$211K +$1.66K +24 +0.8%
GCAC
1107
Guardian Capital Advisors (Canada)
Ontario, Canada
$209K +$166K +2,400 New
PAMG
1108
Patton Albertson Miller Group
Tennessee
$208K -$161K -2,333 -44%
BA
1109
Birinyi Associates
Connecticut
$208K -$96.8K -1,400 -32%
RCWMU
1110
Rothschild & Co Wealth Management (UK)
United Kingdom
$208K
BAAM
1111
Baker Avenue Asset Management
California
$207K
ZCI
1112
Zevenbergen Capital Investments
Washington
$205K -$6.91K -100 -3%
EFSCE
1113
Enterprise Financial Services Corp (EFSC)
Missouri
$205K -$2.49K -36 -1%
SI
1114
SII Investments
Wisconsin
$204K -$28.5K -413 -12%
Westfield Capital Management
1115
Westfield Capital Management
Massachusetts
$202K
HHGA
1116
Halbert Hargrove Global Advisors
California
$202K +$202K +2,916 New
NP
1117
NorthRock Partners
Minnesota
$200K
KA
1118
Klingman & Associates
New York
$195K
HIM
1119
Hillsdale Investment Management
Ontario, Canada
$194K -$34.6K -500 -15%
VanEck Associates
1120
VanEck Associates
New York
$194K +$91.9K +1,330 +90%
OIA
1121
Optimum Investment Advisors
Illinois
$191K +$6.91K +100 +4%
NFG
1122
Next Financial Group
Texas
$189K +$4.42K +64 +2%
LOT
1123
Lombard Odier Transatlantic
Quebec, Canada
$188K +$112K +1,620 +147%
MPWT
1124
MassMutual Private Wealth & Trust
Connecticut
$185K +$62.2K +900 +51%
FANJ
1125
Financial Architects (New Jersey)
New Jersey
$177K +$13.3K +193 +8%

CL Hedge Fund Activity: Q1 2015 in Review

1,226 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Colgate-Palmolive (CL) for Q1 2015, worth a combined $46.1B — down 0.4% from $46.2B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new CL positions and 58 closed out — a net gain of 1 holder — while 370 added to existing stakes and 541 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $390M. The largest seller was State Street, cutting an estimated $238M.

  • 1,226 institutional investors held Colgate-Palmolive (CL) as of Q1 2015, down from 1,241 in Q4 2014.
  • Funds reported $46.1B of Colgate-Palmolive stock for Q1 2015, down 0.4% quarter-over-quarter.
  • 59 funds opened new Colgate-Palmolive positions in Q1 2015 and 58 closed out, a net change of +1 holder.
  • The largest Colgate-Palmolive buyer in Q1 2015 was Massachusetts Financial Services, an estimated $390M added.
  • The largest Colgate-Palmolive seller in Q1 2015 was State Street, an estimated $238M sold.

Based on aggregated 13F filings for Q1 2015.