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Colgate-Palmolive

1,357 hedge funds and large institutions have $47.6B invested in Colgate-Palmolive in 2017 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 455 increasing their positions, 548 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more call options, than puts

Call options by funds: $830M | Put options by funds: $538M

7% more funds holding in top 10

Funds holding in top 10: 3032 (+2)

1% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 71

0.09% less ownership

Funds ownership: 74.12%74.03% (-0.09%)

1% less funds holding

Funds holding: 1,3701,357 (-13)

2% less capital invested

Capital invested by funds: $48.6B → $47.6B (-$1.01B)

17% less repeat investments, than reductions

Existing positions increased: 455 | Existing positions reduced: 548

Holders
1,357
Holders Change
-13
Holders Change %
-0.95%
% of All Funds
33.82%
Holding in Top 10
32
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.67%
% of All Funds
0.8%
New
72
Increased
455
Reduced
548
Closed
71
Calls
$830M
Puts
$538M
Net Calls
+$292M
Net Calls Change
-$478M
Name Holding Trade Value Shares
Change
Change in
Stake
CFP
1151
Cornerstone Financial Partners
North Carolina
$279K +$1.44K +20 +0.5%
AWM
1152
Altavista Wealth Management
North Carolina
$279K +$276K +3,828 New
HCP
1153
Holt Capital Partners
Texas
$278K
BWP
1154
BSW Wealth Partners
Colorado
$275K +$649 +9 +0.2%
LC
1155
Landaas & Company
Wisconsin
$274K +$271K +3,764 New
ATIA
1156
American Trust Investment Advisors
New Hampshire
$273K
SBL
1157
Sargent Bickham Lagudis
Colorado
$272K -$32.4K -450 -11%
HCM
1158
Hengehold Capital Management
Ohio
$271K +$24K +333 +10%
FMLI
1159
Fukoku Mutual Life Insurance
Japan
$270K -$72.1K -1,000 -21%
CL
1160
Choreo LLC
Illinois
$269K +$10.3K +143 +4%
AIM
1161
Advantage Investment Management
Iowa
$268K -$16.5K -229 -6%
SWM
1162
SVA Wealth Management
Wisconsin
$266K +$5.12K +71 +2%
GCMG
1163
Gyroscope Capital Management Group
Florida
$262K
RW
1164
REDW Wealth
New Mexico
$262K
NFG
1165
Next Financial Group
Texas
$261K -$14.3K -199 -5%
BAAM
1166
Baker Avenue Asset Management
California
$261K
FAB
1167
First American Bank
Illinois
$260K
RP
1168
Rowlandmiller & Partners
Georgia
$259K
MIH
1169
Madison Investment Holdings
Wisconsin
$258K +$3.82K +53 +2%
OMC
1170
Overbrook Management Corp
New York
$256K
NIMC
1171
NWQ Investment Management Company
California
$256K +$57.2K +793 +29%
LCS
1172
Levin Capital Strategies
New York
$255K -$36K -500 -13%
HW
1173
Hancock Whitney
Mississippi
$252K
AOWM
1174
Alpha Omega Wealth Management
Virginia
$251K
BRF
1175
B. Riley Financial
California
$250K +$247K +3,430 New

CL Hedge Fund Activity: Q3 2017 in Review

1,357 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Colgate-Palmolive (CL) for Q3 2017, worth a combined $47.6B — down 2.1% from $48.6B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new CL positions and 71 closed out — a net gain of 1 holder — while 455 added to existing stakes and 548 trimmed.

The largest buyer was APG Asset Management, adding an estimated $208M. The largest seller was Fidelity Investments, cutting an estimated $366M.

  • 1,357 institutional investors held Colgate-Palmolive (CL) as of Q3 2017, down from 1,370 in Q2 2017.
  • Funds reported $47.6B of Colgate-Palmolive stock for Q3 2017, down 2.1% quarter-over-quarter.
  • 72 funds opened new Colgate-Palmolive positions in Q3 2017 and 71 closed out, a net change of +1 holder.
  • The largest Colgate-Palmolive buyer in Q3 2017 was APG Asset Management, an estimated $208M added.
  • The largest Colgate-Palmolive seller in Q3 2017 was Fidelity Investments, an estimated $366M sold.

Based on aggregated 13F filings for Q3 2017.