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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
PMFA
1176
Plante Moran Financial Advisors
Michigan
$235K -$39.9K -610 -14%
VCA
1177
Verdence Capital Advisors
Maryland
$235K +$1.24K +19 +0.5%
AIIMS
1178
Analyst IMS Investment Management Services
Israel
$234K +$19.6K +300 +9%
AssetMark Inc
1179
AssetMark Inc
California
$233K +$65 +1 +0%
WAS
1180
WESPAC Advisors SoCal
California
$233K +$19.6K +300 +9%
LJAC
1181
L.J. Altfest & Co
New York
$233K +$26.2K +400 +13%
JT
1182
Jump Trading
Illinois
$233K +$236K +3,601 New
DWT
1183
Dorsey & Whitney Trust
South Dakota
$231K -$32.9K -503 -12%
RP
1184
Rowlandmiller & Partners
Georgia
$231K
ADL
1185
Asset Dedication LLC
California
$229K -$47.5K -726 -17%
BAAM
1186
Baker Avenue Asset Management
California
$228K -$16.6K -254 -7%
BRC
1187
Bell Rock Capital
Delaware
$226K +$61.2K +936 +37%
WSCM
1188
Wellington Shields Capital Management
New York
$224K -$65.4K -1,000 -22%
LBC
1189
Lawrence B. Cohen
$224K +$23.4K +358 +12%
BCWM
1190
Blue Chip Wealth Management
Florida
$223K -$48.5K -741 -18%
LCM
1191
LVM Capital Management
Michigan
$223K -$7.65K -117 -3%
FCBT
1192
First Citizens Bank & Trust
North Carolina
$221K +$223K +3,408 New
AC
1193
Alexandria Capital
Virginia
$220K -$32.1K -490 -13%
BC
1194
Barnett & Company
Tennessee
$220K +$170K +2,600 +325%
HCM
1195
Hengehold Capital Management
Ohio
$219K
TSW
1196
Thompson Siegel & Walmsley
Virginia
$217K -$11.1K -170 -5%
FPCM
1197
Financial Partners Capital Management
New York
$217K
MCA
1198
Morris Capital Advisors
Pennsylvania
$217K
CAM
1199
Claret Asset Management
Quebec, Canada
$215K -$2.62K -40 -1%
HCP
1200
Holt Capital Partners
Texas
$215K

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.