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Colgate-Palmolive
CL

1,474 hedge funds and large institutions have $48.9B invested in Colgate-Palmolive in 2017 Q4 according to their latest regulatory filings, with 194 funds opening new positions, 442 increasing their positions, 554 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

185% more first-time investments, than exits

New positions opened: 194 | Existing positions closed: 68

9% more funds holding

Funds holding: 1,357 → 1,474 (+117)

3% more capital invested

Capital invested by funds: $47.6B → $48.9B (+$1.32B)

0.07% less ownership

Funds ownership: 74.03% → 73.96% (-0.07%)

9% less funds holding in top 10

Funds holding in top 10: 32 → 29 (-3)

20% less repeat investments, than reductions

Existing positions increased: 442 | Existing positions reduced: 554

36% less call options, than puts

Call options by funds: $351M | Put options by funds: $546M

Holders
1,474
Holders Change
+117
Holders Change %
+8.62%
% of All Funds
33.42%
Holding in Top 10
29
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.38%
% of All Funds
0.66%
New
194
Increased
442
Reduced
554
Closed
68
Calls
$351M
Puts
$546M
Net Calls
-$195M
Net Calls Change
-$487M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$258M
2
UBS Group
UBS Group
Switzerland
+$149M
3
AAMU
Amundi Asset Management US
Massachusetts
+$107M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$102M
5
APG Asset Management
APG Asset Management
Netherlands
+$98.6M

Top Sellers

Rank Fund Capital Flow
1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$347M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$302M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$227M
4
Citadel Advisors
Citadel Advisors
Florida
-$123M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$114M
Name Holding Trade Value Shares
Change 		Change in
Stake
DWT
1226
Dorsey & Whitney Trust
South Dakota
$268K -$40.6K -556 -14%
LCM
1227
LVM Capital Management
Michigan
$268K +$25.6K +351 +11%
TSS
1228
Two Sigma Securities
New York
$268K +$260K +3,555 New
OMC
1229
Overbrook Management Corp
New York
$266K – – –
TSW
1230
Thompson Siegel & Walmsley
Virginia
$266K +$219K +3,000 +577%
SL
1231
Signition LP
New York
$265K +$256K +3,508 New
HGWM
1232
Harvest Group Wealth Management
Massachusetts
$263K +$255K +3,488 New
MIH
1233
Madison Investment Holdings
Wisconsin
$262K -$5.4K -74 -2%
CF
1234
Centaurus Financial
California
$258K +$250K +3,421 New
HW
1235
Hancock Whitney
Mississippi
$256K -$4.75K -65 -2%
AIIMS
1236
Analyst IMS Investment Management Services
Israel
$256K +$14.6K +200 +6%
HCM
1237
Hengehold Capital Management
Ohio
$255K -$24.3K -333 -9%
SRIM
1238
Saratoga Research & Investment Management
California
$254K – – –
HI
1239
HBK Investments
Texas
$253K -$8.4M -115,042 -97%
FPCM
1240
Financial Partners Capital Management
New York
$253K – – –
CAM
1241
Claret Asset Management
Quebec, Canada
$253K +$245K +3,359 New
AOWM
1242
Alpha Omega Wealth Management
Virginia
$252K -$7.3K -100 -3%
WAS
1243
WESPAC Advisors SoCal
California
$252K +$19.9K +273 +9%
AFC
1244
AFT Forsyth & Company
Florida
$252K +$244K +3,340 New
MWM
1245
Mission Wealth Management
California
$251K +$243K +3,329 New
CCMD
1246
Cypress Capital Management (Delaware)
Delaware
$249K -$146 -2 -0.1%
WIC
1247
Woodmont Investment Counsel
Tennessee
$249K – – –
CT
1248
Chicago Trust
Illinois
$249K +$19.6K +269 +9%
IUHSA
1249
Itau Unibanco Holding S.A.
Brazil
$249K +$241K +3,303 New
LWAC
1250
Laurel Wealth Advisors (California)
California
$248K +$240K +3,289 New
48 49
50
51 52

CL Hedge Fund Activity: Q4 2017 in Review

1,474 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Colgate-Palmolive (CL) for Q4 2017, worth a combined $48.9B — up 2.8% from $47.6B a quarter earlier.

Buyers outnumbered sellers: 194 funds opened new CL positions and 68 closed out — a net gain of 126 holders — while 442 added to existing stakes and 554 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $258M. The largest seller was Baillie Gifford & Co, exiting entirely with an estimated $347M sold.

  • 1,474 institutional investors held Colgate-Palmolive (CL) as of Q4 2017, up from 1,357 in Q3 2017.
  • Funds reported $48.9B of Colgate-Palmolive stock for Q4 2017, up 2.8% quarter-over-quarter.
  • 194 funds opened new Colgate-Palmolive positions in Q4 2017 and 68 closed out, a net change of +126 holders.
  • The largest Colgate-Palmolive buyer in Q4 2017 was Morgan Stanley, an estimated $258M added.
  • The largest Colgate-Palmolive seller in Q4 2017 was Baillie Gifford & Co, an estimated $347M sold.

Based on aggregated 13F filings for Q4 2017.