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
HDIM
1251
Hanson & Doremus Investment Management
Vermont
$134K +$5.5K +84 +4%
FEG
1252
Financial Enhancement Group
Indiana
$130K
OIA
1253
OneDigital Investment Advisors
Kansas
$128K +$392 +6 +0.3%
KA
1254
Kaizen Advisory
Illinois
$128K +$74.3K +1,136 +135%
TFA
1255
Transamerica Financial Advisors
Florida
$124K -$1.57M -23,948 -93%
CAC
1256
Certified Advisory Corp
Florida
$123K
FL
1257
Fort LP
Maryland
$123K +$124K +1,902 New
IBOK
1258
Independence Bank of Kentucky
Kentucky
$122K -$165K -2,515 -57%
B
1259
Bridgeworth
Alabama
$120K +$122K +1,858 New
MWM
1260
MinichMacGregor Wealth Management
New York
$118K -$11K -168 -8%
MWM
1261
Mascoma Wealth Management
New Hampshire
$115K
ACM
1262
AUA Capital Management
Pennsylvania
$114K
KTC
1263
Kistler-Tiffany Companies
Pennsylvania
$113K -$26.1K -399 -19%
HCM
1264
Highlander Capital Management
New Jersey
$111K
CIA
1265
CSat Investment Advisory
Michigan
$111K +$112K +1,718 New
HR
1266
Howe & Rusling
New York
$109K
AA
1267
AlphaMark Advisors
Kentucky
$108K +$589 +9 +0.5%
PCM
1268
Princeton Capital Management
New Jersey
$106K
AIM
1269
Advantage Investment Management
Iowa
$104K -$68.7K -1,050 -40%
CIM
1270
Contravisory Investment Management
Massachusetts
$104K
PFA
1271
Pathway Financial Advisors
Vermont
$104K
CA
1272
Centerpoint Advisors
Massachusetts
$104K +$3.4K +52 +3%
GRP
1273
Global Retirement Partners
California
$103K -$386K -5,900 -79%
SJIM
1274
St. Johns Investment Management
Florida
$102K
PAI
1275
Pittenger & Anderson Inc
Nebraska
$100K -$1.31M -20,000 -93%

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.