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Colgate-Palmolive

1,657 hedge funds and large institutions have $50.6B invested in Colgate-Palmolive in 2023 Q1 according to their latest regulatory filings, with 124 funds opening new positions, 584 increasing their positions, 611 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more call options, than puts

Call options by funds: $590M | Put options by funds: $436M

1.88% more ownership

Funds ownership: 79.1%80.98% (+1.9%)

3% less capital invested

Capital invested by funds: $52.1B → $50.6B (-$1.51B)

4% less repeat investments, than reductions

Existing positions increased: 584 | Existing positions reduced: 611

5% less first-time investments, than exits

New positions opened: 124 | Existing positions closed: 130

2% less funds holding

Funds holding: 1,6981,657 (-41)

35% less funds holding in top 10

Funds holding in top 10: 2315 (-8)

Holders
1,657
Holders Change
-41
Holders Change %
-2.41%
% of All Funds
26.41%
Holding in Top 10
15
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-34.78%
% of All Funds
0.24%
New
124
Increased
584
Reduced
611
Closed
130
Calls
$590M
Puts
$436M
Net Calls
+$153M
Net Calls Change
+$107M
Name Holding Trade Value Shares
Change
Change in
Stake
MWA
1176
Meridian Wealth Advisors
Texas
$351K
LC
1177
Lindbrook Capital
California
$351K +$116K +1,559 +50%
FFN
1178
Focus Financial Network
Minnesota
$350K +$7.44K +100 +2%
BFW
1179
Brady Family Wealth
Missouri
$350K +$7.58K +102 +2%
HC
1180
Hendley & Co
Ohio
$350K -$14.9K -200 -4%
SWIM
1181
Smallwood Wealth Investment Management
New Jersey
$349K
SSW
1182
Smith Shellnut Wilson
Mississippi
$349K
BB
1183
Berkshire Bank
Massachusetts
$348K -$14.9K -200 -4%
HWA
1184
Heartwood Wealth Advisors
Virginia
$348K
HCM
1185
Hall Capital Management
Rhode Island
$347K -$5.58K -75 -2%
NGA
1186
Naples Global Advisors
Florida
$346K +$16K +215 +5%
FDDB
1187
Fidelity D&D Bancorp
Pennsylvania
$346K +$286K +3,844 New
BW
1188
Bison Wealth
Georgia
$344K -$37.3K -502 -11%
CCFCSB
1189
Cape Cod Five Cents Savings Bank
Massachusetts
$344K -$309K -4,156 -48%
CL
1190
Choreo LLC
Illinois
$343K +$339K +4,562 New
WIC
1191
Woodmont Investment Counsel
Tennessee
$342K
AHB
1192
Abner Herrman & Brock
New Jersey
$340K -$14.9K -200 -4%
RIA
1193
Richwood Investment Advisors
Ohio
$340K -$36.5K -491 -10%
Jones Financial Companies
1194
Jones Financial Companies
Missouri
$339K -$146K -1,970 -30%
CWMGP
1195
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$339K +$2.08K +28 +0.6%
TF
1196
Tompkins Financial
New York
$338K
SI
1197
Symmetry Investments
Jersey
$338K +$335K +4,500 New
MA
1198
Mezzasalma Advisors
New Jersey
$336K
SGC
1199
Slocum, Gordon & Co
Rhode Island
$334K
LJHT
1200
Laurie J. Hall Trustee
$334K -$5.58K -75 -2%

CL Hedge Fund Activity: Q1 2023 in Review

1,657 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Colgate-Palmolive (CL) for Q1 2023, worth a combined $50.6B — down 2.9% from $52.1B a quarter earlier.

Sellers outnumbered buyers: 130 funds closed out of CL and 124 opened new positions — a net loss of 6 holders — while 611 trimmed existing stakes and 584 added.

The largest buyer was Sarasin & Partners, adding an estimated $361M. The largest seller was D.E. Shaw & Co, cutting an estimated $316M.

  • 1,657 institutional investors held Colgate-Palmolive (CL) as of Q1 2023, down from 1,698 in Q4 2022.
  • Funds reported $50.6B of Colgate-Palmolive stock for Q1 2023, down 2.9% quarter-over-quarter.
  • 124 funds opened new Colgate-Palmolive positions in Q1 2023 and 130 closed out, a net change of -6 holders.
  • The largest Colgate-Palmolive buyer in Q1 2023 was Sarasin & Partners, an estimated $361M added.
  • The largest Colgate-Palmolive seller in Q1 2023 was D.E. Shaw & Co, an estimated $316M sold.

Based on aggregated 13F filings for Q1 2023.