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Colgate-Palmolive

1,427 hedge funds and large institutions have $38.8B invested in Colgate-Palmolive in 2018 Q4 according to their latest regulatory filings, with 154 funds opening new positions, 393 increasing their positions, 641 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more call options, than puts

Call options by funds: $721M | Put options by funds: $403M

41% more first-time investments, than exits

New positions opened: 154 | Existing positions closed: 109

37% more funds holding in top 10

Funds holding in top 10: 1926 (+7)

2% more funds holding

Funds holding: 1,3941,427 (+33)

0.16% more ownership

Funds ownership: 75.81%75.97% (+0.16%)

12% less capital invested

Capital invested by funds: $43.9B → $38.8B (-$5.13B)

39% less repeat investments, than reductions

Existing positions increased: 393 | Existing positions reduced: 641

Holders
1,427
Holders Change
+33
Holders Change %
+2.37%
% of All Funds
31.79%
Holding in Top 10
26
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+36.84%
% of All Funds
0.58%
New
154
Increased
393
Reduced
641
Closed
109
Calls
$721M
Puts
$403M
Net Calls
+$319M
Net Calls Change
+$384M
Name Holding Trade Value Shares
Change
Change in
Stake
TW
1201
Transform Wealth
Colorado
$220K -$6.26K -100 -3%
BWP
1202
BSW Wealth Partners
Colorado
$220K -$1.69K -27 -0.7%
GCM
1203
Gables Capital Management
Florida
$220K
HR
1204
Hayden Royal
North Carolina
$220K +$232K +3,701 New
CAM
1205
Claret Asset Management
Quebec, Canada
$219K -$6.01K -96 -3%
PB
1206
Pinnacle Bancorp
Nebraska
$219K +$230K +3,672 New
TFS
1207
Thoroughbred Financial Services
Tennessee
$218K +$229K +3,666 New
FA
1208
FDx Advisors
Illinois
$216K -$103K -1,643 -31%
PCG
1209
Private Capital Group
Connecticut
$216K +$38.5K +615 +20%
ATIA
1210
American Trust Investment Advisors
New Hampshire
$215K
FAB
1211
First American Bank
Illinois
$215K +$2.63K +42 +1%
LJAC
1212
L.J. Altfest & Co
New York
$214K
SBWIC
1213
Schaper Benz & Wise Investment Counsel
Wisconsin
$214K
RP
1214
Rowlandmiller & Partners
Georgia
$212K
HGWM
1215
Harvest Group Wealth Management
Massachusetts
$212K +$223K +3,567 New
HVIA
1216
Hudson Valley Investment Advisors
New York
$211K +$221K +3,538 New
BDF
1217
Balasa Dinverno & Foltz
$208K -$10.1K -162 -4%
FAIM
1218
Financial Advocates Investment Management
Washington
$208K +$20.1K +321 +10%
BAAM
1219
Baker Avenue Asset Management
California
$207K -$2K -32 -0.9%
SCA
1220
Secor Capital Advisors
New York
$207K +$219K +3,500 New
SGCA
1221
Steel Grove Capital Advisors
Tennessee
$205K -$172K -2,745 -44%
LIM
1222
Loudon Investment Management
New Hampshire
$205K -$62.6K -1,000 -23%
CWS
1223
Cypress Wealth Services
California
$204K -$68K -1,087 -24%
LBC
1224
Lawrence B. Cohen
$204K
VCA
1225
Verdence Capital Advisors
Maryland
$202K -$1.63K -26 -0.8%

CL Hedge Fund Activity: Q4 2018 in Review

1,427 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Colgate-Palmolive (CL) for Q4 2018, worth a combined $38.8B — down 12% from $43.9B a quarter earlier.

Buyers outnumbered sellers: 154 funds opened new CL positions and 109 closed out — a net gain of 45 holders — while 393 added to existing stakes and 641 trimmed.

The largest buyer was BlackRock, adding an estimated $453M. The largest seller was UBS Group, cutting an estimated $665M.

  • 1,427 institutional investors held Colgate-Palmolive (CL) as of Q4 2018, up from 1,394 in Q3 2018.
  • Funds reported $38.8B of Colgate-Palmolive stock for Q4 2018, down 12% quarter-over-quarter.
  • 154 funds opened new Colgate-Palmolive positions in Q4 2018 and 109 closed out, a net change of +45 holders.
  • The largest Colgate-Palmolive buyer in Q4 2018 was BlackRock, an estimated $453M added.
  • The largest Colgate-Palmolive seller in Q4 2018 was UBS Group, an estimated $665M sold.

Based on aggregated 13F filings for Q4 2018.