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Colgate-Palmolive

1,427 hedge funds and large institutions have $38.8B invested in Colgate-Palmolive in 2018 Q4 according to their latest regulatory filings, with 154 funds opening new positions, 393 increasing their positions, 641 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more call options, than puts

Call options by funds: $721M | Put options by funds: $403M

41% more first-time investments, than exits

New positions opened: 154 | Existing positions closed: 109

37% more funds holding in top 10

Funds holding in top 10: 1926 (+7)

2% more funds holding

Funds holding: 1,3941,427 (+33)

0.16% more ownership

Funds ownership: 75.81%75.97% (+0.16%)

12% less capital invested

Capital invested by funds: $43.9B → $38.8B (-$5.13B)

39% less repeat investments, than reductions

Existing positions increased: 393 | Existing positions reduced: 641

Holders
1,427
Holders Change
+33
Holders Change %
+2.37%
% of All Funds
31.79%
Holding in Top 10
26
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+36.84%
% of All Funds
0.58%
New
154
Increased
393
Reduced
641
Closed
109
Calls
$721M
Puts
$403M
Net Calls
+$319M
Net Calls Change
+$384M
Name Holding Trade Value Shares
Change
Change in
Stake
AAMU
1226
Amundi Asset Management US
Massachusetts
$198K -$67M -1,070,869 -24%
FNBOSM
1227
First National Bank of South Miami
Florida
$197K +$190K +3,040 New
WAS
1228
WESPAC Advisors SoCal
California
$196K
AF
1229
Allworth Financial
California
$188K
IBOK
1230
Independence Bank of Kentucky
Kentucky
$183K +$62.6K +1,000 +48%
APC
1231
Aspire Private Capital
North Carolina
$180K +$189K +3,017 New
TSW
1232
Thompson Siegel & Walmsley
Virginia
$179K -$12.5K -200 -6%
VIM
1233
Veritas Investment Management
United Kingdom
$179K
AOWM
1234
Alpha Omega Wealth Management
Virginia
$175K
JCM
1235
Jacobi Capital Management
Pennsylvania
$175K +$28.6K +457 +18%
PMFA
1236
Plante Moran Financial Advisors
Michigan
$172K -$5.25K -84 -3%
EFSCE
1237
Enterprise Financial Services Corp (EFSC)
Missouri
$171K -$13.5K -216 -7%
PAM
1238
Paradigm Asset Management
New York
$170K -$3.13K -50 -2%
PW
1239
Price Wealth
Texas
$168K
SFG
1240
SevenBridge Financial Group
Pennsylvania
$167K
RCAG
1241
Rehmann Capital Advisory Group
Michigan
$167K -$1.63K -26 -0.9%
QT
1242
Quantamental Technologies
New York
$165K +$174K +2,776 New
AW
1243
Alpha Windward
Massachusetts
$162K -$20.6K -329 -11%
EDRH
1244
Edmond de Rothschild Holding
Switzerland
$160K -$188K -3,000 -53%
CAPTRUST Financial Advisors
1245
CAPTRUST Financial Advisors
North Carolina
$154K
APW
1246
Acima Private Wealth
Virginia
$154K +$161K +2,580 New
SOAMC
1247
Spirit of America Management Corp
New York
$149K
GC
1248
Grace Capital
Massachusetts
$149K +$100K +1,600 +178%
GLI
1249
Guardian Life Insurance
New York
$146K +$313 +5 +0.2%
AssetMark Inc
1250
AssetMark Inc
California
$145K -$15.8K -253 -9%

CL Hedge Fund Activity: Q4 2018 in Review

1,427 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Colgate-Palmolive (CL) for Q4 2018, worth a combined $38.8B — down 12% from $43.9B a quarter earlier.

Buyers outnumbered sellers: 154 funds opened new CL positions and 109 closed out — a net gain of 45 holders — while 393 added to existing stakes and 641 trimmed.

The largest buyer was BlackRock, adding an estimated $453M. The largest seller was UBS Group, cutting an estimated $665M.

  • 1,427 institutional investors held Colgate-Palmolive (CL) as of Q4 2018, up from 1,394 in Q3 2018.
  • Funds reported $38.8B of Colgate-Palmolive stock for Q4 2018, down 12% quarter-over-quarter.
  • 154 funds opened new Colgate-Palmolive positions in Q4 2018 and 109 closed out, a net change of +45 holders.
  • The largest Colgate-Palmolive buyer in Q4 2018 was BlackRock, an estimated $453M added.
  • The largest Colgate-Palmolive seller in Q4 2018 was UBS Group, an estimated $665M sold.

Based on aggregated 13F filings for Q4 2018.