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Colgate-Palmolive

1,651 hedge funds and large institutions have $57.2B invested in Colgate-Palmolive in 2020 Q4 according to their latest regulatory filings, with 214 funds opening new positions, 522 increasing their positions, 588 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

197% more first-time investments, than exits

New positions opened: 214 | Existing positions closed: 72

33% more funds holding in top 10

Funds holding in top 10: 1216 (+4)

11% more capital invested

Capital invested by funds: $51.7B → $57.2B (+$5.54B)

8% more funds holding

Funds holding: 1,5311,651 (+120)

0.26% less ownership

Funds ownership: 78.31%78.05% (-0.26%)

11% less repeat investments, than reductions

Existing positions increased: 522 | Existing positions reduced: 588

18% less call options, than puts

Call options by funds: $277M | Put options by funds: $337M

Holders
1,651
Holders Change
+120
Holders Change %
+7.84%
% of All Funds
29.21%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.28%
New
214
Increased
522
Reduced
588
Closed
72
Calls
$277M
Puts
$337M
Net Calls
-$61M
Net Calls Change
-$16.4M
Name Holding Trade Value Shares
Change
Change in
Stake
DAM
1201
Delta Asset Management
Tennessee
$352K +$6.37K +77 +2%
AWMG
1202
Alliance Wealth Management Group
New Jersey
$352K +$20.8K +251 +6%
TCM
1203
Towercrest Capital Management
Pennsylvania
$352K +$20.8K +251 +6%
RIA
1204
Realta Investment Advisors
Delaware
$351K +$165 +2 +0%
OFG
1205
Oxford Financial Group
Indiana
$350K -$6.62K -80 -2%
ZIC
1206
ZWJ Investment Counsel
Georgia
$350K +$20.3K +245 +6%
OPS
1207
Orion Portfolio Solutions
Nebraska
$349K -$18.4K -222 -5%
SFA
1208
Stewardship Financial Advisors
Georgia
$349K
DWP
1209
Destiny Wealth Partners
Florida
$348K +$336K +4,066 New
FNT
1210
First National Trust
Pennsylvania
$347K -$19.3K -233 -5%
CPWM
1211
Cypress Point Wealth Management
Texas
$346K +$335K +4,050 New
RA
1212
RFG Advisory
Alabama
$345K -$20.9K -253 -6%
HIC
1213
Hartline Investment Corp
Illinois
$345K
ONST
1214
Old North State Trust
North Carolina
$343K -$205K -2,485 -38%
DBT
1215
Dubuque Bank & Trust
Iowa
$343K
WPC
1216
White Pine Capital
Minnesota
$342K -$24.8K -300 -7%
DIM
1217
Delta Investment Management
California
$342K
FPTW
1218
Franklin, Parlapiano, Turner & Welch
Texas
$342K
HBWM
1219
Hollow Brook Wealth Management
New York
$342K
TSW
1220
Thompson Siegel & Walmsley
Virginia
$342K
MBTD
1221
Mechanics Bank - Trust Department
California
$340K
KIG
1222
Kowal Investment Group
Wisconsin
$339K +$341K +4,120 New
CWC
1223
Carolinas Wealth Consulting
North Carolina
$334K +$12.7K +153 +4%
CIAS
1224
Capital Investment Advisory Services
North Carolina
$333K -$14K -169 -4%
NF
1225
Nikulski Financial
Iowa
$333K

CL Hedge Fund Activity: Q4 2020 in Review

1,651 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Colgate-Palmolive (CL) for Q4 2020, worth a combined $57.2B — up 11% from $51.7B a quarter earlier.

Buyers outnumbered sellers: 214 funds opened new CL positions and 72 closed out — a net gain of 142 holders — while 522 added to existing stakes and 588 trimmed.

The largest buyer was American Century Companies, adding an estimated $234M. The largest seller was State Street, cutting an estimated $205M.

  • 1,651 institutional investors held Colgate-Palmolive (CL) as of Q4 2020, up from 1,531 in Q3 2020.
  • Funds reported $57.2B of Colgate-Palmolive stock for Q4 2020, up 11% quarter-over-quarter.
  • 214 funds opened new Colgate-Palmolive positions in Q4 2020 and 72 closed out, a net change of +142 holders.
  • The largest Colgate-Palmolive buyer in Q4 2020 was American Century Companies, an estimated $234M added.
  • The largest Colgate-Palmolive seller in Q4 2020 was State Street, an estimated $205M sold.

Based on aggregated 13F filings for Q4 2020.