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Colgate-Palmolive

1,439 hedge funds and large institutions have $46.7B invested in Colgate-Palmolive in 2018 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 454 increasing their positions, 654 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.68% more ownership

Funds ownership: 73.96%74.64% (+0.68%)

4% less capital invested

Capital invested by funds: $48.9B → $46.7B (-$2.17B)

2% less funds holding

Funds holding: 1,4741,439 (-35)

17% less funds holding in top 10

Funds holding in top 10: 2924 (-5)

19% less first-time investments, than exits

New positions opened: 82 | Existing positions closed: 101

21% less call options, than puts

Call options by funds: $292M | Put options by funds: $370M

31% less repeat investments, than reductions

Existing positions increased: 454 | Existing positions reduced: 654

Holders
1,439
Holders Change
-35
Holders Change %
-2.37%
% of All Funds
32.97%
Holding in Top 10
24
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-17.24%
% of All Funds
0.55%
New
82
Increased
454
Reduced
654
Closed
101
Calls
$292M
Puts
$370M
Net Calls
-$77.7M
Net Calls Change
+$117M
Name Holding Trade Value Shares
Change
Change in
Stake
RGC
1251
Roberts, Glore & Co
Illinois
$201K
ACP
1252
Aviance Capital Partners
Florida
$200K -$34.2K -475 -15%
RCAG
1253
Rehmann Capital Advisory Group
Michigan
$200K -$14.6K -203 -7%
FIM
1254
Fruth Investment Management
Texas
$200K
BAM
1255
Berkshire Asset Management
Pennsylvania
$200K +$4.75K +66 +2%
OFS
1256
Orrstown Financial Services
Pennsylvania
$200K +$23.9K +332 +13%
PAM
1257
Paradigm Asset Management
New York
$197K
C
1258
Cerebellum
California
$197K +$74.7K +1,038 +61%
FANJ
1259
Financial Architects (New Jersey)
New Jersey
$194K -$171K -2,371 -47%
AIM
1260
Advantage Investment Management
Iowa
$191K -$1.22K -17 -0.6%
AAC
1261
Asset Advisors Corp
Georgia
$191K
BRC
1262
Bell Rock Capital
Delaware
$184K -$9.64K -134 -5%
1832 Asset Management
1263
1832 Asset Management
Ontario, Canada
$178K -$5.49M -76,252 -97%
SBL
1264
Sargent Bickham Lagudis
Colorado
$171K -$18K -250 -9%
PCG
1265
Private Capital Group
Connecticut
$169K +$34K +472 +25%
OC
1266
Oakworth Capital
Alabama
$166K -$22.7K -315 -11%
KTC
1267
Kistler-Tiffany Companies
Pennsylvania
$154K -$186K -2,589 -55%
VCM
1268
Versant Capital Management
Arizona
$154K -$132K -1,832 -46%
AAP
1269
Arax Advisory Partners
Colorado
$152K -$51.2K -711 -25%
CAPTRUST Financial Advisors
1270
CAPTRUST Financial Advisors
North Carolina
$149K -$1.01K -14 -0.7%
KCPG
1271
Kavar Capital Partners Group
Kansas
$149K +$150K +2,079 New
HDIM
1272
Hanson & Doremus Investment Management
Vermont
$148K +$31.1K +432 +27%
GLI
1273
Guardian Life Insurance
New York
$145K -$59.8K -831 -29%
FEG
1274
Financial Enhancement Group
Indiana
$144K +$145K +2,008 New
MWM
1275
MinichMacGregor Wealth Management
New York
$143K -$576 -8 -0.4%

CL Hedge Fund Activity: Q1 2018 in Review

1,439 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Colgate-Palmolive (CL) for Q1 2018, worth a combined $46.7B — down 4.4% from $48.9B a quarter earlier.

Sellers outnumbered buyers: 101 funds closed out of CL and 82 opened new positions — a net loss of 19 holders — while 654 trimmed existing stakes and 454 added.

The largest buyer was Jupiter Investment Management, adding an estimated $215M. The largest seller was Fidelity Investments, cutting an estimated $308M.

  • 1,439 institutional investors held Colgate-Palmolive (CL) as of Q1 2018, down from 1,474 in Q4 2017.
  • Funds reported $46.7B of Colgate-Palmolive stock for Q1 2018, down 4.4% quarter-over-quarter.
  • 82 funds opened new Colgate-Palmolive positions in Q1 2018 and 101 closed out, a net change of -19 holders.
  • The largest Colgate-Palmolive buyer in Q1 2018 was Jupiter Investment Management, an estimated $215M added.
  • The largest Colgate-Palmolive seller in Q1 2018 was Fidelity Investments, an estimated $308M sold.

Based on aggregated 13F filings for Q1 2018.