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Colgate-Palmolive

1,531 hedge funds and large institutions have $51.7B invested in Colgate-Palmolive in 2020 Q3 according to their latest regulatory filings, with 105 funds opening new positions, 535 increasing their positions, 584 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 77

5% more capital invested

Capital invested by funds: $49.2B → $51.7B (+$2.49B)

1% more funds holding

Funds holding: 1,5171,531 (+14)

0.15% less ownership

Funds ownership: 78.46%78.31% (-0.15%)

8% less repeat investments, than reductions

Existing positions increased: 535 | Existing positions reduced: 584

15% less call options, than puts

Call options by funds: $254M | Put options by funds: $298M

43% less funds holding in top 10

Funds holding in top 10: 2112 (-9)

Holders
1,531
Holders Change
+14
Holders Change %
+0.92%
% of All Funds
30.89%
Holding in Top 10
12
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-42.86%
% of All Funds
0.24%
New
105
Increased
535
Reduced
584
Closed
77
Calls
$254M
Puts
$298M
Net Calls
-$44.5M
Net Calls Change
-$141M
Name Holding Trade Value Shares
Change
Change in
Stake
MFG
1151
MidWestOne Financial Group
Iowa
$343K
RA
1152
RFG Advisory
Alabama
$343K +$8.23K +108 +2%
MWP
1153
Meridian Wealth Partners
Pennsylvania
$341K -$2.9K -38 -0.9%
CFD
1154
Creative Financial Designs
Indiana
$341K +$6.71K +88 +2%
WP
1155
WealthSource Partners
California
$341K +$337K +4,424 New
Fisher Asset Management
1156
Fisher Asset Management
Washington
$339K -$33.9K -444 -9%
MCWS
1157
McKinley Carter Wealth Services
West Virginia
$339K
TI
1158
Tidal Investments
Wisconsin
$338K +$36.1K +474 +12%
BJL
1159
Brighton Jones LLC
Washington
$336K +$24.4K +320 +8%
EA
1160
Elm Advisors
California
$333K
PA
1161
PFG Advisors
Arizona
$333K +$29.5K +387 +10%
PCG
1162
Private Capital Group
Connecticut
$332K -$52.5K -688 -14%
WPC
1163
White Pine Capital
Minnesota
$332K -$23.6K -310 -7%
BC
1164
Barnett & Company
Tennessee
$332K
TIM
1165
Tortoise Investment Management
New York
$332K
WAM
1166
Winslow Asset Management
Ohio
$332K
OPS
1167
Orion Portfolio Solutions
Nebraska
$332K +$19.1K +251 +6%
FNT
1168
First National Trust
Pennsylvania
$331K
PFA
1169
Pure Financial Advisors
California
$331K
GRP
1170
Global Retirement Partners
California
$330K +$70.7K +927 +28%
MWNA
1171
Marshall Wace North America
New York
$327K -$795K -10,428 -71%
BONST
1172
Bank of Nova Scotia Trust
Ontario, Canada
$327K -$7.78K -102 -2%
MWM
1173
Mission Wealth Management
California
$326K -$381 -5 -0.1%
CPIG
1174
Chicago Partners Investment Group
Illinois
$326K +$7.47K +98 +3%
AG
1175
AlphaSimPlex Group
Massachusetts
$326K +$322K +4,220 New

CL Hedge Fund Activity: Q3 2020 in Review

1,531 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Colgate-Palmolive (CL) for Q3 2020, worth a combined $51.7B — up 5.1% from $49.2B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new CL positions and 77 closed out — a net gain of 28 holders — while 535 added to existing stakes and 584 trimmed.

The largest buyer was BlackRock, adding an estimated $286M. The largest seller was Caisse de Depot et Placement du Quebec (CDPQ), cutting an estimated $231M.

  • 1,531 institutional investors held Colgate-Palmolive (CL) as of Q3 2020, up from 1,517 in Q2 2020.
  • Funds reported $51.7B of Colgate-Palmolive stock for Q3 2020, up 5.1% quarter-over-quarter.
  • 105 funds opened new Colgate-Palmolive positions in Q3 2020 and 77 closed out, a net change of +28 holders.
  • The largest Colgate-Palmolive buyer in Q3 2020 was BlackRock, an estimated $286M added.
  • The largest Colgate-Palmolive seller in Q3 2020 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $231M sold.

Based on aggregated 13F filings for Q3 2020.