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Colgate-Palmolive

1,239 hedge funds and large institutions have $46.2B invested in Colgate-Palmolive in 2014 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 399 increasing their positions, 468 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 47

31% more call options, than puts

Call options by funds: $341M | Put options by funds: $259M

11% more funds holding in top 10

Funds holding in top 10: 2730 (+3)

8% more capital invested

Capital invested by funds: $42.7B → $46.2B (+$3.57B)

4% more funds holding

Funds holding: 1,1881,239 (+51)

1.74% more ownership

Funds ownership: 71.73%73.47% (+1.7%)

15% less repeat investments, than reductions

Existing positions increased: 399 | Existing positions reduced: 468

Holders
1,239
Holders Change
+51
Holders Change %
+4.29%
% of All Funds
33.05%
Holding in Top 10
30
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.11%
% of All Funds
0.8%
New
113
Increased
399
Reduced
468
Closed
47
Calls
$341M
Puts
$259M
Net Calls
+$81.5M
Net Calls Change
+$129M
Name Holding Trade Value Shares
Change
Change in
Stake
IC
1201
Intersect Capital
California
$35K +$33.8K +500 New
TWA
1202
TCI Wealth Advisors
Arizona
$34K -$6.01K -89 -15%
JWA
1203
JFS Wealth Advisors
Pennsylvania
$31K
HRIA
1204
Haberer Registered Investment Advisor
Ohio
$28K
SCP
1205
Syntal Capital Partners
Texas
$27K
NCM
1206
Nelson Capital Management
California
$25K
TCM
1207
Tanaka Capital Management
New York
$21K +$20.6K +305 New
BBPWM
1208
Blue Bell Private Wealth Management
Pennsylvania
$20K
NG
1209
NatWest Group
United Kingdom
$19.7K -$530K -7,855 -3%
ANBT
1210
American National Bank & Trust
Texas
$19K
AA
1211
AlphaMark Advisors
Kentucky
$17K -$10.1K -150 -38%
CFSG
1212
Community Financial Services Group
Vermont
$17K -$10.1K -150 -38%
CAL
1213
Capital Advisors Ltd
Ohio
$17K
BRWM
1214
B. Riley Wealth Management
Tennessee
$16K -$4.12K -61 -20%
QAM
1215
QCI Asset Management
New York
$16K -$1.69K -25 -10%
AWM
1216
Avior Wealth Management
Nebraska
$15K
CPIG
1217
Chicago Partners Investment Group
Illinois
$15K +$14.2K +210 New
CFA
1218
Carroll Financial Associates
North Carolina
$14K
JAM
1219
JCIC Asset Management
Ontario, Canada
$14K
SFWA
1220
Summit Financial Wealth Advisors
Louisiana
$14K +$13.5K +200 New
WA
1221
Waverly Advisors
Alabama
$12K
PIM
1222
Parasol Investment Management
Illinois
$11K
PO
1223
Private Ocean
California
$9K +$9.05K +134 New
FNYS
1224
First New York Securities
New York
$8.99K
FBT
1225
Founders Bank & Trust
Michigan
$8K