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Colgate-Palmolive
CL

1,474 hedge funds and large institutions have $48.9B invested in Colgate-Palmolive in 2017 Q4 according to their latest regulatory filings, with 194 funds opening new positions, 442 increasing their positions, 554 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

185% more first-time investments, than exits

New positions opened: 194 | Existing positions closed: 68

9% more funds holding

Funds holding: 1,357 → 1,474 (+117)

3% more capital invested

Capital invested by funds: $47.6B → $48.9B (+$1.32B)

0.07% less ownership

Funds ownership: 74.03% → 73.96% (-0.07%)

9% less funds holding in top 10

Funds holding in top 10: 32 → 29 (-3)

20% less repeat investments, than reductions

Existing positions increased: 442 | Existing positions reduced: 554

36% less call options, than puts

Call options by funds: $351M | Put options by funds: $546M

Holders
1,474
Holders Change
+117
Holders Change %
+8.62%
% of All Funds
33.42%
Holding in Top 10
29
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.38%
% of All Funds
0.66%
New
194
Increased
442
Reduced
554
Closed
68
Calls
$351M
Puts
$546M
Net Calls
-$195M
Net Calls Change
-$487M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$258M
2
UBS Group
UBS Group
Switzerland
+$149M
3
AAMU
Amundi Asset Management US
Massachusetts
+$107M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$102M
5
APG Asset Management
APG Asset Management
Netherlands
+$98.6M

Top Sellers

Rank Fund Capital Flow
1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$347M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$302M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$227M
4
Citadel Advisors
Citadel Advisors
Florida
-$123M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$114M
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
1176
IFG Advisory
Georgia
$309K +$300K +4,105 New
BFG
1177
Beacon Financial Group
Texas
$307K -$16.2K -222 -5%
HK
1178
Horizon Kinetics
New York
$307K – – –
Carson Wealth (CWM LLC)
1179
Carson Wealth (CWM LLC)
Nebraska
$307K +$60.8K +833 +26%
SHA
1180
Seneca House Advisors
Virginia
$305K +$295K +4,039 New
HIC
1181
Hartline Investment Corp
Illinois
$304K – – –
SBWIC
1182
Schaper Benz & Wise Investment Counsel
Wisconsin
$304K – – –
BIM
1183
Barton Investment Management
Pennsylvania
$302K – – –
CPA
1184
Cowen Prime Advisors
New York
$302K – – –
HBWM
1185
Hollow Brook Wealth Management
New York
$302K – – –
PAM
1186
Peninsula Asset Management
Florida
$302K – – –
EDRH
1187
Edmond de Rothschild Holding
Switzerland
$301K – – –
HCM
1188
Harvey Capital Management
Florida
$301K – – –
OPTFSNA
1189
Old Point Trust & Financial Services N A
Virginia
$301K – – –
BAAM
1190
Baker Avenue Asset Management
California
$301K +$29.2K +400 +11%
FPTW
1191
Franklin, Parlapiano, Turner & Welch
Texas
$301K +$292K +3,996 New
WCM
1192
Windsor Capital Management
Arizona
$300K -$18.8K -257 -6%
VCM
1193
Versant Capital Management
Arizona
$300K +$201K +2,757 +225%
FNT
1194
First National Trust
Pennsylvania
$299K -$227K -3,108 -44%
SCG
1195
Sonata Capital Group
Washington
$295K – – –
GC
1196
Grace Capital
Massachusetts
$294K -$85.6K -1,172 -23%
MBTD
1197
Mechanics Bank - Trust Department
California
$294K – – –
AC
1198
Alexandria Capital
Virginia
$294K +$153K +2,090 +116%
EIA
1199
Eldridge Investment Advisors
New Hampshire
$293K +$285K +3,900 New
APA
1200
American Portfolios Advisors
New York
$292K +$282K +3,868 New
46 47
48
49 50

CL Hedge Fund Activity: Q4 2017 in Review

1,474 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Colgate-Palmolive (CL) for Q4 2017, worth a combined $48.9B — up 2.8% from $47.6B a quarter earlier.

Buyers outnumbered sellers: 194 funds opened new CL positions and 68 closed out — a net gain of 126 holders — while 442 added to existing stakes and 554 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $258M. The largest seller was Baillie Gifford & Co, exiting entirely with an estimated $347M sold.

  • 1,474 institutional investors held Colgate-Palmolive (CL) as of Q4 2017, up from 1,357 in Q3 2017.
  • Funds reported $48.9B of Colgate-Palmolive stock for Q4 2017, up 2.8% quarter-over-quarter.
  • 194 funds opened new Colgate-Palmolive positions in Q4 2017 and 68 closed out, a net change of +126 holders.
  • The largest Colgate-Palmolive buyer in Q4 2017 was Morgan Stanley, an estimated $258M added.
  • The largest Colgate-Palmolive seller in Q4 2017 was Baillie Gifford & Co, an estimated $347M sold.

Based on aggregated 13F filings for Q4 2017.