We are live on ! Find out more
CL icon

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
MWP
1151
MYCIO Wealth Partners
Pennsylvania
$42K
DBT
1152
Dubuque Bank & Trust
Iowa
$41K -$128K -1,945 -75%
SAC
1153
Smith Affiliated Capital
New York
$39.1K
MA
1154
MCF Advisors
Kentucky
$39K -$16K -242 -29%
PR
1155
Payden & Rygel
California
$39K
TWA
1156
TCI Wealth Advisors
Arizona
$38K +$5.87K +89 +18%
TFO
1157
Tarbox Family Office
California
$36K -$18.6K -282 -34%
GAM
1158
Gemmer Asset Management
California
$36K
GCM
1159
Grisanti Capital Management
New York
$34K
EWM
1160
Elite Wealth Management
Washington
$30K
WA
1161
WealthTrust-Arizona
Arizona
$30K +$132 +2 +0.4%
JWA
1162
JFS Wealth Advisors
Pennsylvania
$29K -$39.6K -600 -57%
LOCC
1163
Lombard Odier & Cie (Canada)
Quebec, Canada
$26K -$107K -1,620 -80%
AA
1164
AlphaMark Advisors
Kentucky
$26K
CA
1165
CapWealth Advisors
Tennessee
$26K
CFSG
1166
Community Financial Services Group
Vermont
$26K
HRIA
1167
Haberer Registered Investment Advisor
Ohio
$26K
SCP
1168
Syntal Capital Partners
Texas
$25K
NCM
1169
Nelson Capital Management
California
$23K -$33K -500 -58%
BBPWM
1170
Blue Bell Private Wealth Management
Pennsylvania
$20K -$8.84K -134 -31%
NG
1171
NatWest Group
United Kingdom
$19.1K -$3.1M -47,050 -14%
BRWM
1172
B. Riley Wealth Management
Tennessee
$19K +$66 +1 +0.3%
ANBT
1173
American National Bank & Trust
Texas
$18K +$17.8K +270 New
QAM
1174
QCI Asset Management
New York
$16K -$1.65K -25 -9%
CAL
1175
Capital Advisors Ltd
Ohio
$15K

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.