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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
DIA
1151
Davidson Investment Advisors
Montana
$83K
FMP
1152
Financial Management Professionals
Texas
$83K
SIG
1153
Stanford Investment Group
California
$83K
TDC
1154
Thompson Davis & Co
Virginia
$83K +$5.32K +77 +7%
CBT
1155
Central Bank & Trust
Kentucky
$82K -$6.91K -100 -8%
MCM
1156
MV Capital Management
Maryland
$82K
ECM
1157
Estabrook Capital Management
New York
$79K
IPC
1158
Independent Portfolio Consultants
Florida
$77K -$21.1K -305 -21%
BAM
1159
Bruderman Asset Management
New York
$77K +$76.7K +1,109 New
PG
1160
PEAK6 Group
Illinois
$63K -$3.08M -44,604 -98%
Manulife (Manufacturers Life Insurance)
1161
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$60.7K -$2.01M -29,054 -3%
LWA
1162
Lenox Wealth Advisors
New York
$59K
AF
1163
Allworth Financial
California
$58K +$57.6K +834 New
WAS
1164
Winch Advisory Services
Wisconsin
$58K +$58.3K +843 New
PSC
1165
Prentiss Smith & Co
Vermont
$56K
NCM
1166
Nelson Capital Management
California
$56K +$31K +448 +124%
FWM
1167
Focused Wealth Management
New York
$55K -$55.3K -800 -50%
DA
1168
Dunvegan Associates
California
$53K
TF
1169
Tompkins Financial
New York
$53K
KAS
1170
Kemnay Advisory Services
New York
$52K
CWM
1171
Catamount Wealth Management
Connecticut
$52K +$51.8K +750 New
CP
1172
Camelot Portfolios
Ohio
$50K +$3.46M +50,000 New
MDCM
1173
Morgan Dempsey Capital Management
Wisconsin
$49K
BOK
1174
Bank of Kentucky
Kentucky
$48K -$19.1K -276 -29%
CFG
1175
CKW Financial Group
Hawaii
$48K

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.