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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
SIA
1126
SeaBridge Investment Advisors
New Jersey
$81K
S
1127
SignatureFD
Georgia
$80K
FMP
1128
Financial Management Professionals
Texas
$78K
PG
1129
PEAK6 Group
Illinois
$76K -$966K -14,653 -93%
GSC
1130
Ground Swell Capital
South Carolina
$76K +$12.4K +188 +19%
PCTC
1131
Perkins Coie Trust Company
Washington
$76K +$24.3K +369 +46%
ECM
1132
Estabrook Capital Management
New York
$74.4K
RIA
1133
Regal Investment Advisors
Michigan
$72K +$73K +1,107 New
ARMC
1134
American Research & Management Company
Massachusetts
$70K
WF
1135
WealthTrust Fairport
Ohio
$68K
MDCM
1136
Morgan Dempsey Capital Management
Wisconsin
$66K +$18.1K +275 +38%
BOK
1137
Bank of Kentucky
Kentucky
$63K
WAS
1138
Winch Advisory Services
Wisconsin
$62K +$264 +4 +0.4%
TC
1139
TradeLink Capital
Illinois
$59K -$26.4K -400 -31%
Manulife (Manufacturers Life Insurance)
1140
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$56.9K -$1.04M -15,724 -2%
LWA
1141
Lenox Wealth Advisors
New York
$55K
IMS
1142
Index Management Solutions
Pennsylvania
$50K -$10.4K -158 -17%
DA
1143
Dunvegan Associates
California
$50K
TF
1144
Tompkins Financial
New York
$50K
KAS
1145
Kemnay Advisory Services
New York
$49K
PSC
1146
Prentiss Smith & Co
Vermont
$46K
GGPS
1147
Gary Goldberg Planning Services
New York
$46K +$4.55K +69 +11%
OCM
1148
One Capital Management
California
$46K +$46.2K +700 New
CFG
1149
CKW Financial Group
Hawaii
$45K +$45.6K +691 New
CAW
1150
Cornerstone Advisors (Washington)
Washington
$43K -$1.12K -17 -3%

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.