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Colgate-Palmolive

1,741 hedge funds and large institutions have $54.9B invested in Colgate-Palmolive in 2023 Q4 according to their latest regulatory filings, with 228 funds opening new positions, 562 increasing their positions, 642 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

172% more call options, than puts

Call options by funds: $1.12B | Put options by funds: $412M

162% more first-time investments, than exits

New positions opened: 228 | Existing positions closed: 87

16% more capital invested

Capital invested by funds: $47.5B → $54.9B (+$7.41B)

7% more funds holding

Funds holding: 1,6211,741 (+120)

3.04% more ownership

Funds ownership: 80.51%83.55% (+3%)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

12% less repeat investments, than reductions

Existing positions increased: 562 | Existing positions reduced: 642

Holders
1,741
Holders Change
+120
Holders Change %
+7.4%
% of All Funds
25.38%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
228
Increased
562
Reduced
642
Closed
87
Calls
$1.12B
Puts
$412M
Net Calls
+$707M
Net Calls Change
+$816M
Name Holding Trade Value Shares
Change
Change in
Stake
STA
1201
Summit Trail Advisors
New York
$378K +$36.7K +488 +11%
FWM
1202
Focused Wealth Management
New York
$378K
CA
1203
Commerzbank Aktiengesellschaft
Germany
$375K +$354K +4,710 New
MCWS
1204
McKinley Carter Wealth Services
West Virginia
$375K -$12.6K -167 -3%
TF
1205
Tompkins Financial
New York
$375K +$15K +200 +4%
SFWC
1206
Strategic Family Wealth Counselors
New Jersey
$374K
NAS
1207
NWF Advisory Services
California
$371K +$75 +1 +0%
NS
1208
NBC Securities
Alabama
$371K -$39.2K -522 -10%
SWIM
1209
Smallwood Wealth Investment Management
New Jersey
$371K
CCA
1210
Cobblestone Capital Advisors
New York
$370K
SAM
1211
Sawgrass Asset Management
Florida
$369K +$2.71K +36 +0.8%
HWA
1212
Heartwood Wealth Advisors
Virginia
$369K +$90.8K +1,208 +35%
CIS
1213
Connors Investor Services
Pennsylvania
$367K -$41.4K -550 -11%
GXJ
1214
Global X Japan
Japan
$367K +$346K +4,604 New
SC
1215
Sepio Capital
Utah
$367K +$1.2K +16 +0.3%
PS
1216
Principal Securities
Iowa
$366K +$346K +4,598 New
DF
1217
Donoghue Forlines
Massachusetts
$365K -$40.7K -541 -11%
BMO
1218
Beck Mack & Oliver
New York
$365K +$344K +4,576 New
GI
1219
GAMMA Investing
California
$364K +$325K +4,320 New
FCCM
1220
First City Capital Management
Georgia
$363K
FNC
1221
First National Corp
Massachusetts
$361K -$18.8K -250 -5%
GWSG
1222
GPS Wealth Strategies Group
Colorado
$361K +$226 +3 +0.1%
QCG
1223
Quadrant Capital Group
Ohio
$360K -$75.9K -1,010 -18%
RIA
1224
Richwood Investment Advisors
Ohio
$360K
SMH
1225
Sanders Morris Harris
Texas
$359K -$33.5K -445 -9%

CL Hedge Fund Activity: Q4 2023 in Review

1,741 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Colgate-Palmolive (CL) for Q4 2023, worth a combined $54.9B — up 16% from $47.5B a quarter earlier.

Buyers outnumbered sellers: 228 funds opened new CL positions and 87 closed out — a net gain of 141 holders — while 562 added to existing stakes and 642 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.65B. The largest seller was Wellington Management Group, cutting an estimated $303M.

  • 1,741 institutional investors held Colgate-Palmolive (CL) as of Q4 2023, up from 1,621 in Q3 2023.
  • Funds reported $54.9B of Colgate-Palmolive stock for Q4 2023, up 16% quarter-over-quarter.
  • 228 funds opened new Colgate-Palmolive positions in Q4 2023 and 87 closed out, a net change of +141 holders.
  • The largest Colgate-Palmolive buyer in Q4 2023 was Morgan Stanley, an estimated $1.65B added.
  • The largest Colgate-Palmolive seller in Q4 2023 was Wellington Management Group, an estimated $303M sold.

Based on aggregated 13F filings for Q4 2023.