We are live on ! Find out more
CL icon

Colgate-Palmolive

1,417 hedge funds and large institutions have $42.7B invested in Colgate-Palmolive in 2018 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 457 increasing their positions, 599 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.06% more ownership

Funds ownership: 74.64%75.7% (+1.1%)

6% less call options, than puts

Call options by funds: $415M | Put options by funds: $439M

9% less first-time investments, than exits

New positions opened: 85 | Existing positions closed: 93

1% less funds holding

Funds holding: 1,4381,417 (-21)

9% less capital invested

Capital invested by funds: $46.7B → $42.7B (-$4.04B)

17% less funds holding in top 10

Funds holding in top 10: 2420 (-4)

24% less repeat investments, than reductions

Existing positions increased: 457 | Existing positions reduced: 599

Holders
1,417
Holders Change
-21
Holders Change %
-1.46%
% of All Funds
32.44%
Holding in Top 10
20
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-16.67%
% of All Funds
0.46%
New
85
Increased
457
Reduced
599
Closed
93
Calls
$415M
Puts
$439M
Net Calls
-$24.2M
Net Calls Change
+$53.6M
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1126
Becker Capital Management
Oregon
$283K
AWA
1127
Arete Wealth Advisors
Illinois
$283K +$94.8K +1,449 +50%
ZIC
1128
ZWJ Investment Counsel
Georgia
$282K
MTC
1129
McDaniel Terry & Co
Texas
$277K
BFG
1130
Beacon Financial Group
Texas
$276K +$13.1K +200 +5%
PIA
1131
Pinion Investment Advisors
Kansas
$272K +$30.4K +465 +12%
N
1132
Nuveen
North Carolina
$270K -$2.63M -40,247 -91%
ARMT
1133
Amica Retiree Medical Trust
Rhode Island
$270K
PCM
1134
Pointe Capital Management
Michigan
$268K -$49.1K -750 -15%
FFC
1135
First Financial Corp
Indiana
$266K -$22.2K -340 -8%
EA
1136
Edge Advisors
Georgia
$266K -$19.5K -298 -7%
BL
1137
BFSG LLC
California
$266K -$785 -12 -0.3%
RIL
1138
Rothschild Investment LLC
Illinois
$266K
FNT
1139
First National Trust
Pennsylvania
$264K -$131 -2 -0%
Lido Advisors
1140
Lido Advisors
California
$262K -$5.82K -89 -2%
SBWIC
1141
Schaper Benz & Wise Investment Counsel
Wisconsin
$262K
WI
1142
Wintrust Investments
Illinois
$262K +$264K +4,042 New
FFA
1143
First Foundation Advisors
California
$261K -$10.5K -160 -4%
HIC
1144
Hartline Investment Corp
Illinois
$261K
VWA
1145
V Wealth Advisors
Kansas
$259K -$245K -3,744 -49%
EDRH
1146
Edmond de Rothschild Holding
Switzerland
$259K -$56.9K -870 -18%
BIM
1147
Barton Investment Management
Pennsylvania
$259K
CPA
1148
Cowen Prime Advisors
New York
$259K
FPTW
1149
Franklin, Parlapiano, Turner & Welch
Texas
$259K
HBWM
1150
Hollow Brook Wealth Management
New York
$259K

CL Hedge Fund Activity: Q2 2018 in Review

1,417 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Colgate-Palmolive (CL) for Q2 2018, worth a combined $42.7B — down 8.7% from $46.7B a quarter earlier.

Sellers outnumbered buyers: 93 funds closed out of CL and 85 opened new positions — a net loss of 8 holders — while 599 trimmed existing stakes and 457 added.

The largest buyer was Loomis, Sayles & Company, adding an estimated $626M. The largest seller was Fidelity Investments, cutting an estimated $431M.

  • 1,417 institutional investors held Colgate-Palmolive (CL) as of Q2 2018, down from 1,438 in Q1 2018.
  • Funds reported $42.7B of Colgate-Palmolive stock for Q2 2018, down 8.7% quarter-over-quarter.
  • 85 funds opened new Colgate-Palmolive positions in Q2 2018 and 93 closed out, a net change of -8 holders.
  • The largest Colgate-Palmolive buyer in Q2 2018 was Loomis, Sayles & Company, an estimated $626M added.
  • The largest Colgate-Palmolive seller in Q2 2018 was Fidelity Investments, an estimated $431M sold.

Based on aggregated 13F filings for Q2 2018.