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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
FMLI
1126
Fukoku Mutual Life Insurance
Japan
$274K
MCWS
1127
McKinley Carter Wealth Services
West Virginia
$272K +$63 +1 +0%
NAMP
1128
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$271K -$36K -575 -11%
WA
1129
WealthTrust Axiom
Pennsylvania
$271K
GAM
1130
Gould Asset Management
California
$271K +$25K +400 +10%
BSAM
1131
Blue Sky Asset Management
Colorado
$269K -$21.1K -337 -7%
PFBT
1132
Parkside Financial Bank & Trust
Missouri
$269K -$2.88K -46 -1%
TL
1133
TrueWealth LLC
Georgia
$268K -$14.1K -225 -5%
SSW
1134
Smith Shellnut Wilson
Mississippi
$268K -$3.44K -55 -1%
AIM
1135
Allen Investment Management
New York
$268K
KPW
1136
Kore Private Wealth
New York
$268K +$281K +4,498 New
CFA
1137
Carroll Financial Associates
North Carolina
$267K +$29.5K +472 +12%
DBT
1138
Dubuque Bank & Trust
Iowa
$266K -$62.6K -1,000 -18%
RA
1139
Rational Advisors
New York
$266K -$23K -367 -8%
SFI
1140
SPC Financial Inc
Maryland
$266K -$21.9K -350 -7%
CG
1141
Caprock Group
Idaho
$266K +$77K +1,231 +38%
BOPW
1142
Brandywine Oak Private Wealth
Pennsylvania
$266K +$281K +4,484 New
CWM
1143
Calamos Wealth Management
Illinois
$265K +$278K +4,449 New
RM
1144
Resource Management
Louisiana
$264K -$3.63K -58 -1%
BOS
1145
Bingham Osborn & Scarborough
California
$263K -$25.3K -404 -8%
CCM
1146
Cribstone Capital Management
Maine
$263K -$16.3K -260 -6%
ABP
1147
Arthur B. Page
$263K -$626 -10 -0.2%
AAP
1148
Arax Advisory Partners
Colorado
$263K +$122K +1,950 +79%
PJSIMP
1149
P.J. Schmidt Investment Management (PJS)
Wisconsin
$262K -$45.7K -730 -14%
FIM
1150
Fernwood Investment Management
Massachusetts
$262K -$18.8K -300 -6%

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.