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Colgate-Palmolive

1,189 hedge funds and large institutions have $42.7B invested in Colgate-Palmolive in 2014 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 426 increasing their positions, 482 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 47

0% less funds holding

Funds holding: 1,1931,189 (-4)

1.45% less ownership

Funds ownership: 73.19%71.74% (-1.4%)

7% less capital invested

Capital invested by funds: $45.6B → $42.7B (-$2.98B)

12% less repeat investments, than reductions

Existing positions increased: 426 | Existing positions reduced: 482

14% less call options, than puts

Call options by funds: $284M | Put options by funds: $331M

33% less funds holding in top 10

Funds holding in top 10: 4027 (-13)

Holders
1,189
Holders Change
-4
Holders Change %
-0.34%
% of All Funds
34.49%
Holding in Top 10
27
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-32.5%
% of All Funds
0.78%
New
50
Increased
426
Reduced
482
Closed
47
Calls
$284M
Puts
$331M
Net Calls
-$47.3M
Net Calls Change
-$56.3M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1176
Avior Wealth Management
Nebraska
$14K
CFA
1177
Carroll Financial Associates
North Carolina
$13K -$20.5K -311 -61%
JAM
1178
JCIC Asset Management
Ontario, Canada
$13K
BAM
1179
Brave Asset Management
New Jersey
$11K
PIM
1180
Parasol Investment Management
Illinois
$11K +$4.29K +65 +65%
WA
1181
Waverly Advisors
Alabama
$11K +$11.3K +171 New
FNYS
1182
First New York Securities
New York
$8.48K +$8.57K +130 New
FBT
1183
Founders Bank & Trust
Michigan
$8K
FNBSF
1184
First National Bank Sioux Falls
South Dakota
$6K -$1.98K -30 -23%
MAS
1185
Madden Advisory Services
Florida
$5K
FAM
1186
Formidable Asset Management
Ohio
$4K -$2.9K -44 -44%
UB
1187
UMB Bank
Missouri
$2.28K -$30K -455 -1%
HCM
1188
Horrell Capital Management
Arkansas
$2K
SA
1189
SRH Advisors
Kansas
$2K +$1.72K +26 New
NIM
1190
NuWave Investment Management
New Jersey
$1K -$15.7K -238 -94%
CFA
1191
Camarda Financial Advisors
Florida
$1K
SCM
1192
Sandler Capital Management
New York
-$34.5M -506,400 Closed
AI
1193
Analytic Investors
California
-$16.2M -237,181 Closed
SIC
1194
Schwartz Investment Counsel
Michigan
-$6.82M -100,000 Closed
Alyeska Investment Group
1195
Alyeska Investment Group
Illinois
-$6.58M -96,520 Closed
CCM
1196
Cantillon Capital Management
New York
-$6.56M -96,258 Closed
CCA
1197
Catalyst Capital Advisors
New York
-$4.05M -59,369 Closed
WA
1198
Whitebox Advisors
Minnesota
-$2.93M -42,936 Closed
VAM
1199
Visium Asset Management
New York
-$2.92M -42,840 Closed
FAM
1200
Fortaleza Asset Management
Illinois
-$2.6M -38,205 Closed

CL Hedge Fund Activity: Q3 2014 in Review

1,189 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Colgate-Palmolive (CL) for Q3 2014, worth a combined $42.7B — down 6.5% from $45.6B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new CL positions and 47 closed out — a net gain of 3 holders — while 426 added to existing stakes and 482 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $209M. The largest seller was Norges Bank, cutting an estimated $380M.

  • 1,189 institutional investors held Colgate-Palmolive (CL) as of Q3 2014, down from 1,193 in Q2 2014.
  • Funds reported $42.7B of Colgate-Palmolive stock for Q3 2014, down 6.5% quarter-over-quarter.
  • 50 funds opened new Colgate-Palmolive positions in Q3 2014 and 47 closed out, a net change of +3 holders.
  • The largest Colgate-Palmolive buyer in Q3 2014 was JP Morgan Chase, an estimated $209M added.
  • The largest Colgate-Palmolive seller in Q3 2014 was Norges Bank, an estimated $380M sold.

Based on aggregated 13F filings for Q3 2014.