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Colgate-Palmolive

1,427 hedge funds and large institutions have $38.8B invested in Colgate-Palmolive in 2018 Q4 according to their latest regulatory filings, with 154 funds opening new positions, 393 increasing their positions, 641 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more call options, than puts

Call options by funds: $721M | Put options by funds: $403M

41% more first-time investments, than exits

New positions opened: 154 | Existing positions closed: 109

37% more funds holding in top 10

Funds holding in top 10: 1926 (+7)

2% more funds holding

Funds holding: 1,3941,427 (+33)

0.16% more ownership

Funds ownership: 75.81%75.97% (+0.16%)

12% less capital invested

Capital invested by funds: $43.9B → $38.8B (-$5.13B)

39% less repeat investments, than reductions

Existing positions increased: 393 | Existing positions reduced: 641

Holders
1,427
Holders Change
+33
Holders Change %
+2.37%
% of All Funds
31.79%
Holding in Top 10
26
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+36.84%
% of All Funds
0.58%
New
154
Increased
393
Reduced
641
Closed
109
Calls
$721M
Puts
$403M
Net Calls
+$319M
Net Calls Change
+$384M
Name Holding Trade Value Shares
Change
Change in
Stake
VFA
1101
Valeo Financial Advisors
Indiana
$294K -$36.9K -589 -11%
CCA
1102
Cobblestone Capital Advisors
New York
$294K -$4.69K -75 -1%
OMC
1103
Overbrook Management Corp
New York
$293K
CCP
1104
Corient Capital Partners
California
$293K +$308K +4,920 New
P
1105
Pitcairn
Pennsylvania
$291K -$4.19K -67 -1%
JWBC
1106
J.W. Burns & Co
New York
$290K
BFG
1107
Beacon Financial Group
Texas
$290K +$25K +400 +9%
CC
1108
Cedar Capital
Illinois
$289K +$108K +1,728 +55%
PA
1109
PFG Advisors
Arizona
$288K +$273K +4,365 New
CB
1110
Cadence Bank
Mississippi
$287K -$7.26K -116 -2%
APA
1111
American Portfolios Advisors
New York
$287K +$71.9K +1,149 +31%
WAM
1112
Winslow Asset Management
Ohio
$286K
MCM
1113
Maryland Capital Management
Maryland
$285K
BCM
1114
BlueCrest Capital Management
Jersey
$284K -$405K -6,475 -58%
FFW
1115
Fusion Family Wealth
New York
$282K -$14.4K -230 -5%
MYIA
1116
Mount Yale Investment Advisors
Colorado
$281K -$1.81K -29 -0.7%
YWP
1117
YorkBridge Wealth Partners
New York
$280K
CAG
1118
Csenge Advisory Group
Florida
$280K +$16.6K +265 +6%
MWM
1119
Modera Wealth Management
New Jersey
$279K
FLPIM
1120
F.L. Putnam Investment Management
Massachusetts
$278K +$84K +1,342 +40%
SWK
1121
Stephen W. Kidder
$277K -$62.6K -1,000 -18%
CPO
1122
Cerity Partners OCIO
New York
$276K -$16K -256 -5%
FPS
1123
Fieldpoint Private Securities
Connecticut
$276K
RMSCM
1124
R.M. Sincerbeaux Capital Management
New York
$276K
FCCM
1125
First City Capital Management
Georgia
$274K -$125K -2,000 -30%

CL Hedge Fund Activity: Q4 2018 in Review

1,427 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Colgate-Palmolive (CL) for Q4 2018, worth a combined $38.8B — down 12% from $43.9B a quarter earlier.

Buyers outnumbered sellers: 154 funds opened new CL positions and 109 closed out — a net gain of 45 holders — while 393 added to existing stakes and 641 trimmed.

The largest buyer was BlackRock, adding an estimated $453M. The largest seller was UBS Group, cutting an estimated $665M.

  • 1,427 institutional investors held Colgate-Palmolive (CL) as of Q4 2018, up from 1,394 in Q3 2018.
  • Funds reported $38.8B of Colgate-Palmolive stock for Q4 2018, down 12% quarter-over-quarter.
  • 154 funds opened new Colgate-Palmolive positions in Q4 2018 and 109 closed out, a net change of +45 holders.
  • The largest Colgate-Palmolive buyer in Q4 2018 was BlackRock, an estimated $453M added.
  • The largest Colgate-Palmolive seller in Q4 2018 was UBS Group, an estimated $665M sold.

Based on aggregated 13F filings for Q4 2018.