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Colgate-Palmolive

1,226 hedge funds and large institutions have $46.1B invested in Colgate-Palmolive in 2015 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 370 increasing their positions, 541 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more call options, than puts

Call options by funds: $297M | Put options by funds: $199M

3% more funds holding in top 10

Funds holding in top 10: 3031 (+1)

2% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 58

0.06% more ownership

Funds ownership: 73.48%73.54% (+0.06%)

0% less capital invested

Capital invested by funds: $46.2B → $46.1B (-$187M)

1% less funds holding

Funds holding: 1,2411,226 (-15)

32% less repeat investments, than reductions

Existing positions increased: 370 | Existing positions reduced: 541

Holders
1,226
Holders Change
-15
Holders Change %
-1.21%
% of All Funds
32.66%
Holding in Top 10
31
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.33%
% of All Funds
0.83%
New
59
Increased
370
Reduced
541
Closed
58
Calls
$297M
Puts
$199M
Net Calls
+$98.5M
Net Calls Change
+$17M
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
1201
Capital Advisors Ltd
Ohio
$17K
BRWM
1202
B. Riley Wealth Management
Tennessee
$16K
WG
1203
Welch Group
Alabama
$15.3K +$476K +6,890 +3%
AWM
1204
Avior Wealth Management
Nebraska
$15K
QAM
1205
QCI Asset Management
New York
$14K -$1.73K -25 -11%
JAM
1206
JCIC Asset Management
Ontario, Canada
$14K
TC
1207
Trust Company
Kansas
$14K +$13.8K +200 New
PIM
1208
Parasol Investment Management
Illinois
$11K
ED
1209
Exane Derivatives
France
$10.7K +$10.7K +155 New
WCM
1210
Wealthcare Capital Management
Virginia
$9K +$8.5K +123 New
RWML
1211
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$8.39K
CPIG
1212
Chicago Partners Investment Group
Illinois
$7K -$7.26K -105 -50%
WA
1213
Waverly Advisors
Alabama
$7K -$4.7K -68 -40%
CHP
1214
Cable Hill Partners
Oregon
$7K
TRCT
1215
Tower Research Capital (TRC)
New York
$7K +$1.04K +15 +18%
IMS
1216
Index Management Solutions
Pennsylvania
$6K -$33.6K -486 -84%
FNBOO
1217
First National Bank of Omaha
Nebraska
$5.33K -$2.09M -30,213 -28%
FNBSF
1218
First National Bank Sioux Falls
South Dakota
$5K
FAM
1219
Formidable Asset Management
Ohio
$4K
WP
1220
WealthPLAN Partners
Nebraska
$4K +$5.18K +75 New
UB
1221
UMB Bank
Missouri
$2.7K +$284K +4,115 +12%
WA
1222
WBH Advisory
Maryland
$2.22K +$15.3K +222 +0.7%
HCM
1223
Horrell Capital Management
Arkansas
$2K
SA
1224
SRH Advisors
Kansas
$2K
AT
1225
Arden Trust
Delaware
$1.82K +$1.13M +16,291 +163%

CL Hedge Fund Activity: Q1 2015 in Review

1,226 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Colgate-Palmolive (CL) for Q1 2015, worth a combined $46.1B — down 0.4% from $46.2B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new CL positions and 58 closed out — a net gain of 1 holder — while 370 added to existing stakes and 541 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $390M. The largest seller was State Street, cutting an estimated $238M.

  • 1,226 institutional investors held Colgate-Palmolive (CL) as of Q1 2015, down from 1,241 in Q4 2014.
  • Funds reported $46.1B of Colgate-Palmolive stock for Q1 2015, down 0.4% quarter-over-quarter.
  • 59 funds opened new Colgate-Palmolive positions in Q1 2015 and 58 closed out, a net change of +1 holder.
  • The largest Colgate-Palmolive buyer in Q1 2015 was Massachusetts Financial Services, an estimated $390M added.
  • The largest Colgate-Palmolive seller in Q1 2015 was State Street, an estimated $238M sold.

Based on aggregated 13F filings for Q1 2015.