We are live on ! Find out more
CL icon

Colgate-Palmolive

1,417 hedge funds and large institutions have $42.7B invested in Colgate-Palmolive in 2018 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 457 increasing their positions, 599 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.06% more ownership

Funds ownership: 74.64%75.7% (+1.1%)

6% less call options, than puts

Call options by funds: $415M | Put options by funds: $439M

9% less first-time investments, than exits

New positions opened: 85 | Existing positions closed: 93

1% less funds holding

Funds holding: 1,4381,417 (-21)

9% less capital invested

Capital invested by funds: $46.7B → $42.7B (-$4.04B)

17% less funds holding in top 10

Funds holding in top 10: 2420 (-4)

24% less repeat investments, than reductions

Existing positions increased: 457 | Existing positions reduced: 599

Holders
1,417
Holders Change
-21
Holders Change %
-1.46%
% of All Funds
32.44%
Holding in Top 10
20
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-16.67%
% of All Funds
0.46%
New
85
Increased
457
Reduced
599
Closed
93
Calls
$415M
Puts
$439M
Net Calls
-$24.2M
Net Calls Change
+$53.6M
Name Holding Trade Value Shares
Change
Change in
Stake
AW
1226
Alpha Windward
Massachusetts
$194K +$2.55K +39 +1%
SFSIG
1227
San Francisco Sentry Investment Group
California
$193K -$271K -4,149 -58%
WB
1228
Webster Bank
Connecticut
$193K -$40.9K -625 -17%
AOWM
1229
Alpha Omega Wealth Management
Virginia
$191K -$26.2K -400 -12%
PVH
1230
Psagot Value Holdings
Israel
$190K
LJHT
1231
Laurie J. Hall Trustee
$184K
PAM
1232
Paradigm Asset Management
New York
$178K
C
1233
Cerebellum
California
$178K -$720 -11 -0.4%
OFS
1234
Orrstown Financial Services
Pennsylvania
$175K -$6.54K -100 -4%
AAC
1235
Asset Advisors Corp
Georgia
$173K
FANJ
1236
Financial Architects (New Jersey)
New Jersey
$170K -$4.51K -69 -3%
OC
1237
Oakworth Capital
Alabama
$164K
RCAG
1238
Rehmann Capital Advisory Group
Michigan
$159K -$21.5K -329 -12%
PCG
1239
Private Capital Group
Connecticut
$157K +$5.17K +79 +3%
BCP
1240
Blue Chip Partners
Michigan
$156K -$174K -2,663 -53%
GLI
1241
Guardian Life Insurance
New York
$156K +$25.3K +387 +19%
SBL
1242
Sargent Bickham Lagudis
Colorado
$155K +$65 +1 +0%
PCM
1243
Peak Capital Management
Colorado
$155K +$156K +2,389 New
CCMW
1244
Cypress Capital Management (Wyoming)
Wyoming
$146K -$85K -1,300 -37%
JCM
1245
Jacobi Capital Management
Pennsylvania
$141K +$47.6K +727 +50%
CAPTRUST Financial Advisors
1246
CAPTRUST Financial Advisors
North Carolina
$140K +$2.22K +34 +2%
SIM
1247
Sonora Investment Management
Arizona
$137K +$121K +1,844 +696%
VCM
1248
Versant Capital Management
Arizona
$135K -$4.25K -65 -3%
KCPG
1249
Kavar Capital Partners Group
Kansas
$135K
FMB
1250
Field & Main Bank
Kentucky
$134K

CL Hedge Fund Activity: Q2 2018 in Review

1,417 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Colgate-Palmolive (CL) for Q2 2018, worth a combined $42.7B — down 8.7% from $46.7B a quarter earlier.

Sellers outnumbered buyers: 93 funds closed out of CL and 85 opened new positions — a net loss of 8 holders — while 599 trimmed existing stakes and 457 added.

The largest buyer was Loomis, Sayles & Company, adding an estimated $626M. The largest seller was Fidelity Investments, cutting an estimated $431M.

  • 1,417 institutional investors held Colgate-Palmolive (CL) as of Q2 2018, down from 1,438 in Q1 2018.
  • Funds reported $42.7B of Colgate-Palmolive stock for Q2 2018, down 8.7% quarter-over-quarter.
  • 85 funds opened new Colgate-Palmolive positions in Q2 2018 and 93 closed out, a net change of -8 holders.
  • The largest Colgate-Palmolive buyer in Q2 2018 was Loomis, Sayles & Company, an estimated $626M added.
  • The largest Colgate-Palmolive seller in Q2 2018 was Fidelity Investments, an estimated $431M sold.

Based on aggregated 13F filings for Q2 2018.