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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
TAM
1226
Trillium Asset Management
Massachusetts
$357K
VCA
1227
Verdence Capital Advisors
Maryland
$357K +$1.8K +24 +0.5%
FDCP
1228
Foster Dykema Cabot & Partners
Massachusetts
$356K +$336K +4,466 New
CCFCSB
1229
Cape Cod Five Cents Savings Bank
Massachusetts
$355K -$335K -4,458 -50%
FNBTCON
1230
First National Bank & Trust Co of Newtown
Pennsylvania
$353K -$15K -200 -4%
AT
1231
Arden Trust
Delaware
$352K -$81.4K -1,083 -20%
CI
1232
CX Institutional
Indiana
$352K -$168K -2,236 -34%
BB
1233
Berkshire Bank
Massachusetts
$352K -$22.9K -304 -6%
FFM
1234
Forum Financial Management
Illinois
$351K
AssetMark Inc
1235
AssetMark Inc
California
$350K -$294K -3,916 -47%
HWM
1236
Horizon Wealth Management
Illinois
$350K -$1.13K -15 -0.3%
BFW
1237
Brady Family Wealth
Missouri
$349K -$14.7K -195 -4%
BC
1238
Belmont Capital
California
$348K
HI
1239
Human Investing
Oregon
$348K -$120K -1,599 -27%
MA
1240
Mezzasalma Advisors
New Jersey
$348K -$1.13K -15 -0.3%
UFF
1241
USA Financial Formulas
Michigan
$347K +$328K +4,358 New
SIM
1242
Sentry Investment Management
Wisconsin
$346K -$35K -466 -10%
GB
1243
Goepper Burkhardt
South Carolina
$345K +$5.41K +72 +2%
GFG
1244
Goldstone Financial Group
Illinois
$345K +$6.62K +88 +2%
TW
1245
Traveka Wealth
California
$345K +$325K +4,327 New
NGA
1246
Naples Global Advisors
Florida
$345K -$11.3K -150 -3%
VWM
1247
Venturi Wealth Management
Texas
$343K +$11.3K +150 +4%
CCM
1248
Canal Capital Management
Virginia
$341K
ACA
1249
Aptus Capital Advisors
Alabama
$340K +$27.9K +371 +10%
FEM
1250
Fulcrum Equity Management
Texas
$339K +$11K +146 +4%

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.