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Colgate-Palmolive

1,510 hedge funds and large institutions have $45.9B invested in Colgate-Palmolive in 2019 Q4 according to their latest regulatory filings, with 177 funds opening new positions, 473 increasing their positions, 588 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 177 | Existing positions closed: 94

4% more funds holding

Funds holding: 1,4471,510 (+63)

0.1% more ownership

Funds ownership: 77.8%77.9% (+0.1%)

6% less capital invested

Capital invested by funds: $48.9B → $45.9B (-$3.02B)

16% less call options, than puts

Call options by funds: $309M | Put options by funds: $366M

18% less funds holding in top 10

Funds holding in top 10: 2218 (-4)

20% less repeat investments, than reductions

Existing positions increased: 473 | Existing positions reduced: 588

Holders
1,510
Holders Change
+63
Holders Change %
+4.35%
% of All Funds
29.75%
Holding in Top 10
18
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-18.18%
% of All Funds
0.35%
New
177
Increased
473
Reduced
588
Closed
94
Calls
$309M
Puts
$366M
Net Calls
-$57.1M
Net Calls Change
-$220M
Name Holding Trade Value Shares
Change
Change in
Stake
BOS
1201
Bingham Osborn & Scarborough
California
$280K +$31.4K +460 +13%
VVP
1202
Venture Visionary Partners
Ohio
$280K +$278K +4,072 New
RA
1203
RFG Advisory
Alabama
$279K +$8.93K +131 +3%
PA
1204
PFG Advisors
Arizona
$278K -$6K -88 -2%
FBB
1205
Fulton Breakefield Broenniman
Maryland
$277K +$1.43K +21 +0.5%
BIM
1206
Barton Investment Management
Pennsylvania
$275K
FPTW
1207
Franklin, Parlapiano, Turner & Welch
Texas
$275K
HBWM
1208
Hollow Brook Wealth Management
New York
$275K
MC
1209
Montag & Caldwell
Georgia
$275K
WCM
1210
Windsor Capital Management
Arizona
$275K +$136 +2 +0.1%
DIM
1211
Delta Investment Management
California
$275K +$273K +4,000 New
LOPW
1212
Live Oak Private Wealth
North Carolina
$275K +$273K +4,000 New
AT
1213
Arden Trust
Delaware
$274K -$578K -8,473 -68%
RIL
1214
Rothschild Investment LLC
Illinois
$274K
FPS
1215
Fieldpoint Private Securities
Connecticut
$273K
NAMP
1216
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$272K
CEP
1217
Chicago Equity Partners
Illinois
$271K -$538K -7,895 -67%
MWM
1218
Mission Wealth Management
California
$271K +$15.5K +227 +6%
CWM
1219
Cornerstone Wealth Management
Missouri
$269K -$103K -1,515 -28%
SIM
1220
Sonora Investment Management
Arizona
$269K -$4.29K -63 -2%
OL
1221
Optas LLC
Texas
$269K +$266K +3,904 New
HI
1222
Hudock Inc
Pennsylvania
$268K -$1.57K -23 -0.6%
DAM
1223
Delta Asset Management
Tennessee
$268K +$1.71K +25 +0.6%
RIA
1224
Regal Investment Advisors
Michigan
$267K -$37.8K -554 -12%
LIM
1225
Loudon Investment Management
New Hampshire
$266K

CL Hedge Fund Activity: Q4 2019 in Review

1,510 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Colgate-Palmolive (CL) for Q4 2019, worth a combined $45.9B — down 6.2% from $48.9B a quarter earlier.

Buyers outnumbered sellers: 177 funds opened new CL positions and 94 closed out — a net gain of 83 holders — while 473 added to existing stakes and 588 trimmed.

The largest buyer was Tikehau Investment Management, opening a new position worth an estimated $260M. The largest seller was Fiera Capital (Canada), cutting an estimated $244M.

  • 1,510 institutional investors held Colgate-Palmolive (CL) as of Q4 2019, up from 1,447 in Q3 2019.
  • Funds reported $45.9B of Colgate-Palmolive stock for Q4 2019, down 6.2% quarter-over-quarter.
  • 177 funds opened new Colgate-Palmolive positions in Q4 2019 and 94 closed out, a net change of +83 holders.
  • The largest Colgate-Palmolive buyer in Q4 2019 was Tikehau Investment Management, an estimated $260M added.
  • The largest Colgate-Palmolive seller in Q4 2019 was Fiera Capital (Canada), an estimated $244M sold.

Based on aggregated 13F filings for Q4 2019.