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Colgate-Palmolive

1,427 hedge funds and large institutions have $38.8B invested in Colgate-Palmolive in 2018 Q4 according to their latest regulatory filings, with 154 funds opening new positions, 393 increasing their positions, 641 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more call options, than puts

Call options by funds: $721M | Put options by funds: $403M

41% more first-time investments, than exits

New positions opened: 154 | Existing positions closed: 109

37% more funds holding in top 10

Funds holding in top 10: 1926 (+7)

2% more funds holding

Funds holding: 1,3941,427 (+33)

0.16% more ownership

Funds ownership: 75.81%75.97% (+0.16%)

12% less capital invested

Capital invested by funds: $43.9B → $38.8B (-$5.13B)

39% less repeat investments, than reductions

Existing positions increased: 393 | Existing positions reduced: 641

Holders
1,427
Holders Change
+33
Holders Change %
+2.37%
% of All Funds
31.79%
Holding in Top 10
26
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+36.84%
% of All Funds
0.58%
New
154
Increased
393
Reduced
641
Closed
109
Calls
$721M
Puts
$403M
Net Calls
+$319M
Net Calls Change
+$384M
Name Holding Trade Value Shares
Change
Change in
Stake
EA
1151
Elm Advisors
California
$262K
MCM
1152
MV Capital Management
Maryland
$261K
HFM
1153
Hartford Financial Management
Connecticut
$259K -$32.2K -514 -11%
IB
1154
Intrust Bank
Kansas
$258K -$2.06K -33 -0.8%
ZIC
1155
ZWJ Investment Counsel
Georgia
$258K +$4.82K +77 +2%
NF
1156
Nikulski Financial
Iowa
$255K +$268K +4,290 New
NCM
1157
Noesis Capital Mangement
Florida
$254K +$24.4K +390 +10%
PAG
1158
Pinnacle Advisory Group
Maryland
$254K +$30.2K +482 +13%
WCA
1159
Westover Capital Advisors
Delaware
$251K
HCA
1160
Harbour Capital Advisors
Virginia
$248K -$31.3K -500 -11%
ARMT
1161
Amica Retiree Medical Trust
Rhode Island
$248K
Lido Advisors
1162
Lido Advisors
California
$247K -$8.95K -143 -3%
FFA
1163
First Foundation Advisors
California
$245K +$4.63K +74 +2%
IA
1164
IFG Advisory
Georgia
$244K -$17.3K -277 -6%
WI
1165
Wintrust Investments
Illinois
$244K +$11.4K +182 +5%
CHAM
1166
Clear Harbor Asset Management
Connecticut
$243K
PHK
1167
Point72 Hong Kong
Hong Kong
$243K +$255K +4,080 New
SIC
1168
SFE Investment Counsel
California
$242K -$56.9K -910 -18%
WIP
1169
Wellesley Investment Partners
Massachusetts
$242K -$27K -431 -10%
FNT
1170
First National Trust
Pennsylvania
$242K
LNC
1171
Lincoln National Corp
Pennsylvania
$242K +$4.82K +77 +2%
PVH
1172
Psagot Value Holdings
Israel
$242K +$71.3K +1,140 +39%
BRWM
1173
B. Riley Wealth Management
Tennessee
$241K +$253K +4,042 New
HIC
1174
Hartline Investment Corp
Illinois
$240K
MSAM
1175
Moloney Securities Asset Management
Missouri
$239K -$82.3K -1,316 -25%

CL Hedge Fund Activity: Q4 2018 in Review

1,427 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Colgate-Palmolive (CL) for Q4 2018, worth a combined $38.8B — down 12% from $43.9B a quarter earlier.

Buyers outnumbered sellers: 154 funds opened new CL positions and 109 closed out — a net gain of 45 holders — while 393 added to existing stakes and 641 trimmed.

The largest buyer was BlackRock, adding an estimated $453M. The largest seller was UBS Group, cutting an estimated $665M.

  • 1,427 institutional investors held Colgate-Palmolive (CL) as of Q4 2018, up from 1,394 in Q3 2018.
  • Funds reported $38.8B of Colgate-Palmolive stock for Q4 2018, down 12% quarter-over-quarter.
  • 154 funds opened new Colgate-Palmolive positions in Q4 2018 and 109 closed out, a net change of +45 holders.
  • The largest Colgate-Palmolive buyer in Q4 2018 was BlackRock, an estimated $453M added.
  • The largest Colgate-Palmolive seller in Q4 2018 was UBS Group, an estimated $665M sold.

Based on aggregated 13F filings for Q4 2018.