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Colgate-Palmolive

1,417 hedge funds and large institutions have $42.7B invested in Colgate-Palmolive in 2018 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 457 increasing their positions, 599 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.06% more ownership

Funds ownership: 74.64%75.7% (+1.1%)

6% less call options, than puts

Call options by funds: $415M | Put options by funds: $439M

9% less first-time investments, than exits

New positions opened: 85 | Existing positions closed: 93

1% less funds holding

Funds holding: 1,4381,417 (-21)

9% less capital invested

Capital invested by funds: $46.7B → $42.7B (-$4.04B)

17% less funds holding in top 10

Funds holding in top 10: 2420 (-4)

24% less repeat investments, than reductions

Existing positions increased: 457 | Existing positions reduced: 599

Holders
1,417
Holders Change
-21
Holders Change %
-1.46%
% of All Funds
32.44%
Holding in Top 10
20
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-16.67%
% of All Funds
0.46%
New
85
Increased
457
Reduced
599
Closed
93
Calls
$415M
Puts
$439M
Net Calls
-$24.2M
Net Calls Change
+$53.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CPH
1201
C Partners Holding
Switzerland
$215K +$20.5K +313 +10%
KWM
1202
Kingsview Wealth Management
Oregon
$214K
IP
1203
Investment Partners
Ohio
$214K +$216K +3,295 New
DRD
1204
Dennis R. Delaney
$212K
HW
1205
Hancock Whitney
Mississippi
$209K -$2.68K -41 -1%
BAM
1206
Berkshire Asset Management
Pennsylvania
$209K +$28.1K +429 +15%
AWM
1207
Altium Wealth Management
New York
$209K +$211K +3,223 New
APA
1208
American Portfolios Advisors
New York
$209K -$19.6K -300 -9%
FAIM
1209
Financial Advocates Investment Management
Washington
$207K -$92.3K -1,411 -31%
VNA
1210
VNBTrust National Association
Virginia
$207K
BDF
1211
Balasa Dinverno & Foltz
$206K -$158K -2,422 -43%
AF
1212
Allworth Financial
California
$205K -$23.4K -357 -10%
CG
1213
Caprock Group
Idaho
$203K -$69.6K -1,064 -25%
DIA
1214
Dana Investment Advisors
Wisconsin
$203K
WAG
1215
Winthrop Advisory Group
Massachusetts
$202K -$25.4K -389 -11%
EFSCE
1216
Enterprise Financial Services Corp (EFSC)
Missouri
$202K -$18K -275 -8%
LWAC
1217
Laurel Wealth Advisors (California)
California
$202K -$589 -9 -0.3%
FLPIM
1218
F.L. Putnam Investment Management
Massachusetts
$201K -$260K -3,974 -56%
SHA
1219
Seneca House Advisors
Virginia
$201K -$62.7K -958 -24%
PWW
1220
Pettyjohn Wood & White
Virginia
$200K
SFG
1221
SevenBridge Financial Group
Pennsylvania
$199K -$3.14K -48 -2%
NIM
1222
NuWave Investment Management
New Jersey
$198K +$199K +3,044 New
SOAMC
1223
Spirit of America Management Corp
New York
$194K
TF
1224
Tompkins Financial
New York
$194K
VIM
1225
Veritas Investment Management
United Kingdom
$194K

CL Hedge Fund Activity: Q2 2018 in Review

1,417 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Colgate-Palmolive (CL) for Q2 2018, worth a combined $42.7B — down 8.7% from $46.7B a quarter earlier.

Sellers outnumbered buyers: 93 funds closed out of CL and 85 opened new positions — a net loss of 8 holders — while 599 trimmed existing stakes and 457 added.

The largest buyer was Loomis, Sayles & Company, adding an estimated $626M. The largest seller was Fidelity Investments, cutting an estimated $431M.

  • 1,417 institutional investors held Colgate-Palmolive (CL) as of Q2 2018, down from 1,438 in Q1 2018.
  • Funds reported $42.7B of Colgate-Palmolive stock for Q2 2018, down 8.7% quarter-over-quarter.
  • 85 funds opened new Colgate-Palmolive positions in Q2 2018 and 93 closed out, a net change of -8 holders.
  • The largest Colgate-Palmolive buyer in Q2 2018 was Loomis, Sayles & Company, an estimated $626M added.
  • The largest Colgate-Palmolive seller in Q2 2018 was Fidelity Investments, an estimated $431M sold.

Based on aggregated 13F filings for Q2 2018.