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Colgate-Palmolive

1,621 hedge funds and large institutions have $47.5B invested in Colgate-Palmolive in 2023 Q3 according to their latest regulatory filings, with 101 funds opening new positions, 504 increasing their positions, 668 reducing their positions, and 140 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.79% more ownership

Funds ownership: 79.73%80.51% (+0.79%)

4% less funds holding

Funds holding: 1,6801,621 (-59)

7% less capital invested

Capital invested by funds: $51B → $47.5B (-$3.49B)

22% less call options, than puts

Call options by funds: $393M | Put options by funds: $502M

23% less funds holding in top 10

Funds holding in top 10: 1310 (-3)

25% less repeat investments, than reductions

Existing positions increased: 504 | Existing positions reduced: 668

28% less first-time investments, than exits

New positions opened: 101 | Existing positions closed: 140

Holders
1,621
Holders Change
-59
Holders Change %
-3.51%
% of All Funds
25.72%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.16%
New
101
Increased
504
Reduced
668
Closed
140
Calls
$393M
Puts
$502M
Net Calls
-$109M
Net Calls Change
-$318M
Name Holding Trade Value Shares
Change
Change in
Stake
EI
1201
Ellevest Inc
New York
$319K -$12.4K -166 -4%
OPWM
1202
Oxinas Partners Wealth Management
Indiana
$318K -$29.9K -400 -8%
NGA
1203
Naples Global Advisors
Florida
$318K -$10.1K -135 -3%
TAM
1204
Trillium Asset Management
Massachusetts
$318K -$27.9K -373 -8%
VCA
1205
Verdence Capital Advisors
Maryland
$316K -$27.4K -366 -8%
AAS
1206
Ameritas Advisory Services
Nebraska
$315K +$331K +4,430 New
AWA
1207
Arkadios Wealth Advisors
Georgia
$314K +$6.5K +87 +2%
BWP
1208
BSW Wealth Partners
Colorado
$314K +$39.6K +529 +14%
FFM
1209
Forum Financial Management
Illinois
$314K -$82.3K -1,101 -20%
CAM
1210
Columbia Asset Management
Michigan
$313K
HWM
1211
Horizon Wealth Management
Illinois
$313K +$5.53K +74 +2%
TIMH
1212
Tilt Investment Management Holdings
New York
$311K
MA
1213
Mezzasalma Advisors
New Jersey
$311K -$6.73K -90 -2%
QPBE
1214
Quintet Private Bank (Europe)
Luxembourg
$311K +$1.72K +23 +0.5%
WFI
1215
West Family Investments
California
$311K -$174K -2,330 -35%
BC
1216
Belmont Capital
California
$310K
HIP
1217
HUB Investment Partners
Texas
$307K +$20K +267 +7%
MIA
1218
MainStreet Investment Advisors
Illinois
$306K -$748 -10 -0.2%
TFS
1219
Thoroughbred Financial Services
Tennessee
$306K -$25.2K -337 -7%
WAM
1220
Winslow Asset Management
Ohio
$306K
CCM
1221
Canal Capital Management
Virginia
$304K
STA
1222
Summit Trail Advisors
New York
$303K -$59.5K -796 -16%
HCM
1223
Hall Capital Management
Rhode Island
$303K -$15K -200 -4%
BIM
1224
Baldwin Investment Management
Pennsylvania
$303K +$15K +200 +5%
GFG
1225
Goldstone Financial Group
Illinois
$302K -$18.5K -248 -6%

CL Hedge Fund Activity: Q3 2023 in Review

1,621 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Colgate-Palmolive (CL) for Q3 2023, worth a combined $47.5B — down 6.8% from $51B a quarter earlier.

Sellers outnumbered buyers: 140 funds closed out of CL and 101 opened new positions — a net loss of 39 holders — while 668 trimmed existing stakes and 504 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $765M. The largest seller was BlackRock, cutting an estimated $229M.

  • 1,621 institutional investors held Colgate-Palmolive (CL) as of Q3 2023, down from 1,680 in Q2 2023.
  • Funds reported $47.5B of Colgate-Palmolive stock for Q3 2023, down 6.8% quarter-over-quarter.
  • 101 funds opened new Colgate-Palmolive positions in Q3 2023 and 140 closed out, a net change of -39 holders.
  • The largest Colgate-Palmolive buyer in Q3 2023 was T. Rowe Price Associates, an estimated $765M added.
  • The largest Colgate-Palmolive seller in Q3 2023 was BlackRock, an estimated $229M sold.

Based on aggregated 13F filings for Q3 2023.