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Colgate-Palmolive

1,447 hedge funds and large institutions have $48.9B invested in Colgate-Palmolive in 2019 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 489 increasing their positions, 569 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more call options, than puts

Call options by funds: $463M | Put options by funds: $300M

3% more capital invested

Capital invested by funds: $47.4B → $48.9B (+$1.58B)

0.54% more ownership

Funds ownership: 77.26%77.8% (+0.54%)

1% less funds holding

Funds holding: 1,4571,447 (-10)

2% less first-time investments, than exits

New positions opened: 80 | Existing positions closed: 82

8% less funds holding in top 10

Funds holding in top 10: 2422 (-2)

14% less repeat investments, than reductions

Existing positions increased: 489 | Existing positions reduced: 569

Holders
1,447
Holders Change
-10
Holders Change %
-0.69%
% of All Funds
31.73%
Holding in Top 10
22
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.33%
% of All Funds
0.48%
New
80
Increased
489
Reduced
569
Closed
82
Calls
$463M
Puts
$300M
Net Calls
+$163M
Net Calls Change
+$3.06M
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
1126
AssetMark Inc
California
$317K +$144K +1,983 +85%
AWE
1127
Avidian Wealth Enterprises
Texas
$313K +$14.2K +196 +5%
FFG
1128
Frisch Financial Group
New York
$312K +$308K +4,243 New
CAM
1129
Cresset Asset Management
Illinois
$312K +$308K +4,247 New
EA
1130
Elm Advisors
California
$311K
HFM
1131
Hartford Financial Management
Connecticut
$310K -$8.85K -122 -3%
BMA
1132
Brooks Moore & Associates
Tennessee
$309K
DBT
1133
Dubuque Bank & Trust
Iowa
$307K -$3.56K -49 -1%
GAM
1134
Gould Asset Management
California
$306K +$30.1K +415 +11%
PAM
1135
Premier Asset Management
Illinois
$304K
BFM
1136
Boothbay Fund Management
New York
$302K +$298K +4,105 New
NP
1137
NorthRock Partners
Minnesota
$301K +$298K +4,101 New
1SB
1138
1ST Source Bank
Indiana
$300K -$10.9K -150 -4%
GIM
1139
Goelzer Investment Management
Indiana
$299K
NCM
1140
Noesis Capital Mangement
Florida
$299K
HIC
1141
Hartline Investment Corp
Illinois
$297K
GIA
1142
Gladstone Institutional Advisory
Florida
$295K +$33.6K +463 +13%
BRWM
1143
B. Riley Wealth Management
Tennessee
$295K +$39.6K +546 +16%
NF
1144
Nikulski Financial
Iowa
$294K -$9.07K -125 -3%
BIM
1145
Barton Investment Management
Pennsylvania
$294K
FPTW
1146
Franklin, Parlapiano, Turner & Welch
Texas
$294K
HBWM
1147
Hollow Brook Wealth Management
New York
$294K
MC
1148
Montag & Caldwell
Georgia
$294K
SFSG
1149
Stearns Financial Services Group
North Carolina
$294K +$363 +5 +0.1%
FBB
1150
Fulton Breakefield Broenniman
Maryland
$294K +$290K +4,004 New

CL Hedge Fund Activity: Q3 2019 in Review

1,447 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Colgate-Palmolive (CL) for Q3 2019, worth a combined $48.9B — up 3.3% from $47.4B a quarter earlier.

Sellers outnumbered buyers: 82 funds closed out of CL and 80 opened new positions — a net loss of 2 holders — while 569 trimmed existing stakes and 489 added.

The largest buyer was American Century Companies, adding an estimated $367M. The largest seller was Fidelity Investments, cutting an estimated $154M.

  • 1,447 institutional investors held Colgate-Palmolive (CL) as of Q3 2019, down from 1,457 in Q2 2019.
  • Funds reported $48.9B of Colgate-Palmolive stock for Q3 2019, up 3.3% quarter-over-quarter.
  • 80 funds opened new Colgate-Palmolive positions in Q3 2019 and 82 closed out, a net change of -2 holders.
  • The largest Colgate-Palmolive buyer in Q3 2019 was American Century Companies, an estimated $367M added.
  • The largest Colgate-Palmolive seller in Q3 2019 was Fidelity Investments, an estimated $154M sold.

Based on aggregated 13F filings for Q3 2019.