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Colgate-Palmolive
CL

1,446 hedge funds and large institutions have $45.1B invested in Colgate-Palmolive in 2019 Q1 according to their latest regulatory filings, with 115 funds opening new positions, 494 increasing their positions, 553 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more call options, than puts

Call options by funds: $442M | Put options by funds: $282M

46% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 79

16% more capital invested

Capital invested by funds: $38.8B → $45.1B (+$6.37B)

15% more funds holding in top 10

Funds holding in top 10: 26 → 30 (+4)

1% more funds holding

Funds holding: 1,426 → 1,446 (+20)

0.85% more ownership

Funds ownership: 75.97% → 76.82% (+0.85%)

11% less repeat investments, than reductions

Existing positions increased: 494 | Existing positions reduced: 553

Holders
1,446
Holders Change
+20
Holders Change %
+1.4%
% of All Funds
31.3%
Holding in Top 10
30
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+15.38%
% of All Funds
0.65%
New
115
Increased
494
Reduced
553
Closed
79
Calls
$442M
Puts
$282M
Net Calls
+$160M
Net Calls Change
-$158M

Top Buyers

Rank Fund Capital Flow
1
BBHC
Brown Brothers Harriman & Co
New York
+$215M
2
Ameriprise
Ameriprise
Minnesota
+$178M
3
Geode Capital Management
Geode Capital Management
Massachusetts
+$141M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$108M
5
State Street
State Street
Massachusetts
+$102M

Top Sellers

Rank Fund Capital Flow
1
APG Asset Management
APG Asset Management
Netherlands
-$204M
2
GAM
Genesis Asset Managers
United Kingdom
-$151M
3
Fundsmith LLP
Fundsmith LLP
United Kingdom
-$149M
4
AAMU
Amundi Asset Management US
Massachusetts
-$140M
5
CS
Credit Suisse
Switzerland
-$81.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
DHFB
1226
Dixon Hubard Feinour & Brown
Virginia
$219K +$206K +3,189 New
LCM
1227
LVM Capital Management
Michigan
$219K +$207K +3,200 New
WPW
1228
Waldron Private Wealth
Pennsylvania
$219K +$207K +3,202 New
FFN
1229
Focus Financial Network
Minnesota
$218K +$205K +3,181 New
AWE
1230
Avidian Wealth Enterprises
Texas
$218K +$205K +3,179 New
WCM
1231
Weld Capital Management
New York
$217K -$2.72M -42,057 -93%
AF
1232
Allworth Financial
California
$217K – – –
BA
1233
Bridgewater Associates
Connecticut
$216K -$37.3M -576,766 -99%
CI
1234
CX Institutional
Indiana
$215K +$192K +2,978 +1,934%
TW
1235
Transform Wealth
Colorado
$212K -$39.7K -614 -17%
GC
1236
Grace Capital
Massachusetts
$212K +$38.8K +600 +24%
PWW
1237
Pettyjohn Wood & White
Virginia
$212K +$199K +3,086 New
NL
1238
NWAM LLC
Washington
$211K +$198K +3,073 New
HKAM
1239
Horizon Kinetics Asset Management
New York
$211K +$199K +3,074 New
WAM
1240
Weiss Asset Management
Massachusetts
$211K +$199K +3,076 New
HI
1241
Horizon Investments
North Carolina
$211K +$200K +3,095 New
FNBOSM
1242
First National Bank of South Miami
Florida
$208K – – –
BBA
1243
Braun-Bostich & Associates
Pennsylvania
$207K -$332K -5,135 -63%
APC
1244
Aspire Private Capital
North Carolina
$207K – – –
MA
1245
MANA Advisors
New York
$207K +$195K +3,014 New
BC
1246
Brinker Capital
Pennsylvania
$207K +$195K +3,016 New
SIM
1247
Sadoff Investment Management
Wisconsin
$206K -$51.7K -800 -21%
TSW
1248
Thompson Siegel & Walmsley
Virginia
$206K – – –
VIM
1249
Veritas Investment Management
United Kingdom
$206K – – –
MWM
1250
Merriman Wealth Management
Washington
$205K +$194K +2,997 New
48 49
50
51 52

CL Hedge Fund Activity: Q1 2019 in Review

1,446 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Colgate-Palmolive (CL) for Q1 2019, worth a combined $45.1B — up 16% from $38.8B a quarter earlier.

Buyers outnumbered sellers: 115 funds opened new CL positions and 79 closed out — a net gain of 36 holders — while 494 added to existing stakes and 553 trimmed.

The largest buyer was Brown Brothers Harriman & Co, adding an estimated $215M. The largest seller was APG Asset Management, cutting an estimated $204M.

  • 1,446 institutional investors held Colgate-Palmolive (CL) as of Q1 2019, up from 1,426 in Q4 2018.
  • Funds reported $45.1B of Colgate-Palmolive stock for Q1 2019, up 16% quarter-over-quarter.
  • 115 funds opened new Colgate-Palmolive positions in Q1 2019 and 79 closed out, a net change of +36 holders.
  • The largest Colgate-Palmolive buyer in Q1 2019 was Brown Brothers Harriman & Co, an estimated $215M added.
  • The largest Colgate-Palmolive seller in Q1 2019 was APG Asset Management, an estimated $204M sold.

Based on aggregated 13F filings for Q1 2019.