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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
LFR
1126
Lehman Financial Resources
Pennsylvania
$166K +$13.8K +200 +9%
HR
1127
Howe & Rusling
New York
$150K +$2.77K +40 +2%
ZB
1128
Zions Bancorporation
Utah
$149K +$148K +2,143 New
SIA
1129
Sit Investment Associates
Minnesota
$146K
HCM
1130
Highlander Capital Management
New Jersey
$146K +$415 +6 +0.3%
LWA
1131
Lowe Wealth Advisors
Maryland
$139K
RI
1132
Redwood Investments
Massachusetts
$139K
RFA
1133
Reilly Financial Advisors
California
$133K
KTC
1134
Kistler-Tiffany Companies
Pennsylvania
$128K +$207 +3 +0.2%
SMG
1135
Spectrum Management Group
Indiana
$125K
AC
1136
Alexandria Capital
Virginia
$119K -$346 -5 -0.3%
TNB
1137
Thomasville National Bank
Georgia
$116K -$138K -2,000 -54%
VNA
1138
Valley National Advisers
Pennsylvania
$116K -$74K -1,070 -39%
SJIM
1139
St. Johns Investment Management
Florida
$116K
CIM
1140
Contravisory Investment Management
Massachusetts
$111K +$111K +1,600 New
BWA
1141
Burt Wealth Advisors
Maryland
$106K +$69 +1 +0.1%
HDIM
1142
Hanson & Doremus Investment Management
Vermont
$103K
IEFM
1143
IQ EQ Fund Management
Ireland
$102K +$124K +1,800 New
SFM
1144
Systematic Financial Management
New Jersey
$98K
TSW
1145
Thompson Siegel & Walmsley
Virginia
$94K -$13.8K -200 -13%
S
1146
SignatureFD
Georgia
$94K +$4.01K +58 +4%
PCTC
1147
Perkins Coie Trust Company
Washington
$91K
MBT
1148
Monroe Bank & Trust
Michigan
$90K
SIA
1149
SeaBridge Investment Advisors
New Jersey
$86K -$55.3K -800 -39%
P
1150
Palladiem
Pennsylvania
$84K -$3.18K -46 -4%

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.