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Colgate-Palmolive

1,510 hedge funds and large institutions have $45.9B invested in Colgate-Palmolive in 2019 Q4 according to their latest regulatory filings, with 177 funds opening new positions, 473 increasing their positions, 588 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 177 | Existing positions closed: 94

4% more funds holding

Funds holding: 1,4471,510 (+63)

0.1% more ownership

Funds ownership: 77.8%77.9% (+0.1%)

6% less capital invested

Capital invested by funds: $48.9B → $45.9B (-$3.02B)

16% less call options, than puts

Call options by funds: $309M | Put options by funds: $366M

18% less funds holding in top 10

Funds holding in top 10: 2218 (-4)

20% less repeat investments, than reductions

Existing positions increased: 473 | Existing positions reduced: 588

Holders
1,510
Holders Change
+63
Holders Change %
+4.35%
% of All Funds
29.75%
Holding in Top 10
18
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-18.18%
% of All Funds
0.35%
New
177
Increased
473
Reduced
588
Closed
94
Calls
$309M
Puts
$366M
Net Calls
-$57.1M
Net Calls Change
-$220M
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
1176
MV Capital Management
Maryland
$302K -$477 -7 -0.2%
SCA
1177
Snowden Capital Advisors
New York
$301K +$2.32K +34 +0.8%
TAM
1178
Trillium Asset Management
Massachusetts
$299K -$180K -2,644 -38%
MWM
1179
Modera Wealth Management
New Jersey
$299K
MBTD
1180
Mechanics Bank - Trust Department
California
$298K -$16.4K -240 -5%
SFA
1181
Stewardship Financial Advisors
Georgia
$297K
WAM
1182
Winslow Asset Management
Ohio
$296K -$20.5K -300 -7%
RWM
1183
Ritholtz Wealth Management
New York
$296K +$30.1K +441 +11%
EFSCE
1184
Enterprise Financial Services Corp (EFSC)
Missouri
$295K -$119K -1,744 -29%
FNT
1185
First National Trust
Pennsylvania
$293K -$9.89K -145 -3%
HFM
1186
Hartford Financial Management
Connecticut
$291K
JFGIW
1187
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$289K -$189K -2,768 -40%
BMA
1188
Brooks Moore & Associates
Tennessee
$289K
VCA
1189
Verdence Capital Advisors
Maryland
$288K +$31.1K +456 +12%
DBT
1190
Dubuque Bank & Trust
Iowa
$287K
NF
1191
Nikulski Financial
Iowa
$287K
BPWA
1192
Beacon Pointe Wealth Advisors
California
$285K -$13.9K -204 -5%
TFS
1193
Thoroughbred Financial Services
Tennessee
$284K +$10.8K +158 +4%
3F
1194
360 Financial
Minnesota
$283K +$250K +3,660 New
BONST
1195
Bank of Nova Scotia Trust
Ontario, Canada
$282K +$70.8K +1,039 +34%
BRWM
1196
B. Riley Wealth Management
Tennessee
$281K +$4.84K +71 +2%
FIM
1197
Frontier Investment Management
Texas
$281K +$61.5K +902 +28%
TSW
1198
Thompson Siegel & Walmsley
Virginia
$281K +$74K +1,085 +36%
QSS
1199
Quantitative Systematic Strategies
Florida
$281K +$89.5K +1,313 +47%
BWP
1200
BSW Wealth Partners
Colorado
$280K +$6.95K +102 +3%

CL Hedge Fund Activity: Q4 2019 in Review

1,510 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Colgate-Palmolive (CL) for Q4 2019, worth a combined $45.9B — down 6.2% from $48.9B a quarter earlier.

Buyers outnumbered sellers: 177 funds opened new CL positions and 94 closed out — a net gain of 83 holders — while 473 added to existing stakes and 588 trimmed.

The largest buyer was Tikehau Investment Management, opening a new position worth an estimated $260M. The largest seller was Fiera Capital (Canada), cutting an estimated $244M.

  • 1,510 institutional investors held Colgate-Palmolive (CL) as of Q4 2019, up from 1,447 in Q3 2019.
  • Funds reported $45.9B of Colgate-Palmolive stock for Q4 2019, down 6.2% quarter-over-quarter.
  • 177 funds opened new Colgate-Palmolive positions in Q4 2019 and 94 closed out, a net change of +83 holders.
  • The largest Colgate-Palmolive buyer in Q4 2019 was Tikehau Investment Management, an estimated $260M added.
  • The largest Colgate-Palmolive seller in Q4 2019 was Fiera Capital (Canada), an estimated $244M sold.

Based on aggregated 13F filings for Q4 2019.