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Colgate-Palmolive

1,417 hedge funds and large institutions have $42.7B invested in Colgate-Palmolive in 2018 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 457 increasing their positions, 599 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.06% more ownership

Funds ownership: 74.64%75.7% (+1.1%)

6% less call options, than puts

Call options by funds: $415M | Put options by funds: $439M

9% less first-time investments, than exits

New positions opened: 85 | Existing positions closed: 93

1% less funds holding

Funds holding: 1,4381,417 (-21)

9% less capital invested

Capital invested by funds: $46.7B → $42.7B (-$4.04B)

17% less funds holding in top 10

Funds holding in top 10: 2420 (-4)

24% less repeat investments, than reductions

Existing positions increased: 457 | Existing positions reduced: 599

Holders
1,417
Holders Change
-21
Holders Change %
-1.46%
% of All Funds
32.44%
Holding in Top 10
20
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-16.67%
% of All Funds
0.46%
New
85
Increased
457
Reduced
599
Closed
93
Calls
$415M
Puts
$439M
Net Calls
-$24.2M
Net Calls Change
+$53.6M
Name Holding Trade Value Shares
Change
Change in
Stake
PAM
1151
Peninsula Asset Management
Florida
$259K
HCM
1152
HGI Capital Management
New York
$259K +$262K +4,000 New
WCM
1153
Windsor Capital Management
Arizona
$258K +$131 +2 +0.1%
DAC
1154
Dividend Assets Capital
South Carolina
$255K -$6.54K -100 -2%
LSAG
1155
Lake Street Advisors Group
New Hampshire
$252K -$34.9K -534 -12%
FCAG
1156
First Capital Advisors Group
New Jersey
$251K +$1.44K +22 +0.6%
AAM
1157
Aureus Asset Management
Massachusetts
$251K +$37.2K +569 +17%
NCM
1158
Noesis Capital Mangement
Florida
$250K
BS
1159
Banco Santander
Spain
$249K -$444K -6,787 -64%
SCA
1160
Stonebridge Capital Advisors
Minnesota
$248K -$2.35K -36 -0.9%
MYIA
1161
Mount Yale Investment Advisors
Colorado
$247K +$249K +3,808 New
RA
1162
RFG Advisory
Alabama
$247K +$250K +3,816 New
RIM
1163
Reliant Investment Management
Tennessee
$246K -$212K -3,245 -46%
CAMG
1164
CWA Asset Management Group
Florida
$246K -$18.9K -289 -7%
STMM
1165
South Texas Money Management
Texas
$245K -$671K -10,253 -73%
PWMAG
1166
Pinnacle Wealth Management Advisory Group
New Jersey
$245K -$654 -10 -0.3%
LC
1167
Landaas & Company
Wisconsin
$244K
Carson Wealth (CWM LLC)
1168
Carson Wealth (CWM LLC)
Nebraska
$244K +$4.06K +62 +2%
CT
1169
Cambridge Trust
Massachusetts
$242K +$6.54K +100 +3%
ATIA
1170
American Trust Investment Advisors
New Hampshire
$241K
BWP
1171
BSW Wealth Partners
Colorado
$241K
MCM
1172
McRae Capital Management
New Jersey
$240K -$52.3K -800 -18%
HI
1173
Hudock Inc
Pennsylvania
$240K -$32.8K -502 -12%
GCM
1174
Gables Capital Management
Florida
$240K
SCG
1175
Sonata Capital Group
Washington
$240K

CL Hedge Fund Activity: Q2 2018 in Review

1,417 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Colgate-Palmolive (CL) for Q2 2018, worth a combined $42.7B — down 8.7% from $46.7B a quarter earlier.

Sellers outnumbered buyers: 93 funds closed out of CL and 85 opened new positions — a net loss of 8 holders — while 599 trimmed existing stakes and 457 added.

The largest buyer was Loomis, Sayles & Company, adding an estimated $626M. The largest seller was Fidelity Investments, cutting an estimated $431M.

  • 1,417 institutional investors held Colgate-Palmolive (CL) as of Q2 2018, down from 1,438 in Q1 2018.
  • Funds reported $42.7B of Colgate-Palmolive stock for Q2 2018, down 8.7% quarter-over-quarter.
  • 85 funds opened new Colgate-Palmolive positions in Q2 2018 and 93 closed out, a net change of -8 holders.
  • The largest Colgate-Palmolive buyer in Q2 2018 was Loomis, Sayles & Company, an estimated $626M added.
  • The largest Colgate-Palmolive seller in Q2 2018 was Fidelity Investments, an estimated $431M sold.

Based on aggregated 13F filings for Q2 2018.