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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
BIM
1176
Barton Investment Management
Pennsylvania
$238K
CT
1177
Cambridge Trust
Massachusetts
$238K
FPTW
1178
Franklin, Parlapiano, Turner & Welch
Texas
$238K
HBWM
1179
Hollow Brook Wealth Management
New York
$238K
PAM
1180
Peninsula Asset Management
Florida
$238K
FFC
1181
First Financial Corp
Indiana
$237K -$7.95K -127 -3%
BL
1182
BFSG LLC
California
$237K -$938 -15 -0.4%
WCM
1183
Windsor Capital Management
Arizona
$237K +$125 +2 +0.1%
PWMAG
1184
Pinnacle Wealth Management Advisory Group
New Jersey
$237K +$12.5K +200 +5%
RWM
1185
Ritholtz Wealth Management
New York
$236K -$153K -2,452 -38%
EB
1186
Eastern Bank
Massachusetts
$236K -$28.2K -450 -10%
BPWA
1187
Beacon Pointe Wealth Advisors
California
$235K +$247K +3,941 New
VWA
1188
V Wealth Advisors
Kansas
$233K -$16.6K -266 -6%
JG
1189
Jefferies Group
New York
$232K -$3.1M -49,537 -93%
SIM
1190
Sonora Investment Management
Arizona
$230K +$112K +1,794 +87%
SPI
1191
Santori & Peters Inc
Pennsylvania
$230K +$242K +3,869 New
RIL
1192
Rothschild Investment LLC
Illinois
$229K -$16.6K -266 -6%
CWM
1193
Cornerstone Wealth Management
Missouri
$228K -$47M -750,511 -99%
SCA
1194
Stonebridge Capital Advisors
Minnesota
$228K +$501 +8 +0.2%
RIM
1195
Reliant Investment Management
Tennessee
$226K
VNB
1196
Virginia National Bank
Virginia
$226K +$37.5K +600 +19%
SIM
1197
Sadoff Investment Management
Wisconsin
$226K +$238K +3,800 New
Cetera Investment Advisers
1198
Cetera Investment Advisers
Illinois
$224K -$22.3K -357 -9%
LC
1199
Landaas & Company
Wisconsin
$224K
FCIM
1200
Fairview Capital Investment Management
California
$223K -$101K -1,620 -30%

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.