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Colgate-Palmolive

1,193 hedge funds and large institutions have $45.6B invested in Colgate-Palmolive in 2014 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 402 increasing their positions, 480 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 43

11% more funds holding in top 10

Funds holding in top 10: 3640 (+4)

6% more capital invested

Capital invested by funds: $42.9B → $45.6B (+$2.73B)

2% more funds holding

Funds holding: 1,1731,193 (+20)

1.18% more ownership

Funds ownership: 72.01%73.19% (+1.2%)

3% more call options, than puts

Call options by funds: $297M | Put options by funds: $288M

16% less repeat investments, than reductions

Existing positions increased: 402 | Existing positions reduced: 480

Holders
1,193
Holders Change
+20
Holders Change %
+1.71%
% of All Funds
34.27%
Holding in Top 10
40
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.11%
% of All Funds
1.15%
New
70
Increased
402
Reduced
480
Closed
43
Calls
$297M
Puts
$288M
Net Calls
+$8.97M
Net Calls Change
-$56M
Name Holding Trade Value Shares
Change
Change in
Stake
MBT
1126
Monroe Bank & Trust
Michigan
$88K
SIA
1127
SeaBridge Investment Advisors
New Jersey
$85K
S
1128
SignatureFD
Georgia
$84K
NES
1129
New England Securities
New York
$82K +$27.3K +407 +51%
CBT
1130
Central Bank & Trust
Kentucky
$81K
DIA
1131
Davidson Investment Advisors
Montana
$81K
FMP
1132
Financial Management Professionals
Texas
$81K
ECM
1133
Estabrook Capital Management
New York
$77.7K -$95.2K -1,420 -55%
IPC
1134
Independent Portfolio Consultants
Florida
$77K +$75.7K +1,130 New
FI
1135
FCM Investments
Texas
$75K
ARMC
1136
American Research & Management Company
Massachusetts
$74K
WF
1137
WealthTrust Fairport
Ohio
$72K
JWA
1138
JFS Wealth Advisors
Pennsylvania
$72K +$70.4K +1,050 New
SSG
1139
Summit Securities Group
New York
$68K +$67K +1,000 New
GSC
1140
Ground Swell Capital
South Carolina
$67K +$65.5K +978 New
BOK
1141
Bank of Kentucky
Kentucky
$66K
WAS
1142
Winch Advisory Services
Wisconsin
$64K +$335 +5 +0.5%
IMS
1143
Index Management Solutions
Pennsylvania
$63K +$12.1K +181 +24%
LWA
1144
Lenox Wealth Advisors
New York
$59K
NCM
1145
Nelson Capital Management
California
$59K +$24.1K +360 +72%
TFO
1146
Tarbox Family Office
California
$57K
PCTC
1147
Perkins Coie Trust Company
Washington
$55K
MA
1148
MCF Advisors
Kentucky
$55K +$13.4K +200 +31%
DA
1149
Dunvegan Associates
California
$52K
TF
1150
Tompkins Financial
New York
$52K

CL Hedge Fund Activity: Q2 2014 in Review

1,193 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in Colgate-Palmolive (CL) for Q2 2014, worth a combined $45.6B — up 6.4% from $42.9B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new CL positions and 43 closed out — a net gain of 27 holders — while 402 added to existing stakes and 480 trimmed.

The largest buyer was Norges Bank, adding an estimated $386M. The largest seller was Independent Franchise Partners, exiting entirely with an estimated $262M sold.

  • 1,193 institutional investors held Colgate-Palmolive (CL) as of Q2 2014, up from 1,173 in Q1 2014.
  • Funds reported $45.6B of Colgate-Palmolive stock for Q2 2014, up 6.4% quarter-over-quarter.
  • 70 funds opened new Colgate-Palmolive positions in Q2 2014 and 43 closed out, a net change of +27 holders.
  • The largest Colgate-Palmolive buyer in Q2 2014 was Norges Bank, an estimated $386M added.
  • The largest Colgate-Palmolive seller in Q2 2014 was Independent Franchise Partners, an estimated $262M sold.

Based on aggregated 13F filings for Q2 2014.