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Colgate-Palmolive

1,680 hedge funds and large institutions have $51B invested in Colgate-Palmolive in 2023 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 543 increasing their positions, 693 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more call options, than puts

Call options by funds: $458M | Put options by funds: $250M

38% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 81

1% more funds holding

Funds holding: 1,6581,680 (+22)

1% more capital invested

Capital invested by funds: $50.6B → $51B (+$363M)

1.26% less ownership

Funds ownership: 80.98%79.73% (-1.3%)

13% less funds holding in top 10

Funds holding in top 10: 1513 (-2)

22% less repeat investments, than reductions

Existing positions increased: 543 | Existing positions reduced: 693

Holders
1,680
Holders Change
+22
Holders Change %
+1.33%
% of All Funds
26.37%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.2%
New
112
Increased
543
Reduced
693
Closed
81
Calls
$458M
Puts
$250M
Net Calls
+$208M
Net Calls Change
+$54.9M
Name Holding Trade Value Shares
Change
Change in
Stake
SWIM
1201
Smallwood Wealth Investment Management
New Jersey
$358K
CWM
1202
C2C Wealth Management
Arizona
$358K
TFS
1203
Thoroughbred Financial Services
Tennessee
$358K -$9.21K -119 -2%
HC
1204
Hendley & Co
Ohio
$358K
EI
1205
Ellevest Inc
New York
$358K +$64K +827 +22%
HWA
1206
Heartwood Wealth Advisors
Virginia
$356K
SSW
1207
Smith Shellnut Wilson
Mississippi
$355K -$2.4K -31 -0.7%
NGA
1208
Naples Global Advisors
Florida
$355K
FCCM
1209
First City Capital Management
Georgia
$351K
IFG
1210
Independent Financial Group
California
$351K +$353K +4,558 New
CWMGP
1211
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$349K +$2.09K +27 +0.6%
GWSG
1212
GPS Wealth Strategies Group
Colorado
$349K +$13.4K +173 +4%
BB
1213
Berkshire Bank
Massachusetts
$348K -$8.98K -116 -3%
RIA
1214
Richwood Investment Advisors
Ohio
$348K -$929 -12 -0.3%
FG
1215
Foster Group
Iowa
$347K +$44.4K +573 +15%
CCFCSB
1216
Cape Cod Five Cents Savings Bank
Massachusetts
$347K -$5.42K -70 -2%
TF
1217
Tompkins Financial
New York
$347K
GFG
1218
Goldstone Financial Group
Illinois
$346K +$19.1K +247 +6%
SQA
1219
Simon Quick Advisors
New Jersey
$345K +$38K +491 +12%
MA
1220
Mezzasalma Advisors
New Jersey
$344K
HCM
1221
Hall Capital Management
Rhode Island
$344K -$12.8K -165 -4%
SGC
1222
Slocum, Gordon & Co
Rhode Island
$343K
WIC
1223
Woodmont Investment Counsel
Tennessee
$341K -$9.44K -122 -3%
ESCM
1224
Echo Street Capital Management
New York
$341K +$342K +4,420 New
Jones Financial Companies
1225
Jones Financial Companies
Missouri
$340K -$7.04K -91 -2%

CL Hedge Fund Activity: Q2 2023 in Review

1,680 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Colgate-Palmolive (CL) for Q2 2023, worth a combined $51B — up 0.72% from $50.6B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new CL positions and 81 closed out — a net gain of 31 holders — while 543 added to existing stakes and 693 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $1.08B. The largest seller was Third Point, exiting entirely with an estimated $830M sold.

  • 1,680 institutional investors held Colgate-Palmolive (CL) as of Q2 2023, up from 1,658 in Q1 2023.
  • Funds reported $51B of Colgate-Palmolive stock for Q2 2023, up 0.72% quarter-over-quarter.
  • 112 funds opened new Colgate-Palmolive positions in Q2 2023 and 81 closed out, a net change of +31 holders.
  • The largest Colgate-Palmolive buyer in Q2 2023 was T. Rowe Price Associates, an estimated $1.08B added.
  • The largest Colgate-Palmolive seller in Q2 2023 was Third Point, an estimated $830M sold.

Based on aggregated 13F filings for Q2 2023.