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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
KA
1251
Kaizen Advisory
Illinois
$144K +$27K +432 +22%
SBL
1252
Sargent Bickham Lagudis
Colorado
$142K +$63 +1 +0%
PCM
1253
Princeton Capital Management
New Jersey
$142K +$46.9K +750 +46%
OC
1254
Oakworth Capital
Alabama
$139K -$9.01K -144 -6%
FANJ
1255
Financial Architects (New Jersey)
New Jersey
$138K -$19K -304 -12%
ADL
1256
Asset Dedication LLC
California
$136K -$11.3K -181 -7%
FEG
1257
Financial Enhancement Group
Indiana
$134K
OFS
1258
Orrstown Financial Services
Pennsylvania
$132K -$13.5K -215 -9%
SFSIG
1259
San Francisco Sentry Investment Group
California
$131K -$14K -224 -9%
HDIM
1260
Hanson & Doremus Investment Management
Vermont
$128K
Schroder Investment Management Group
1261
Schroder Investment Management Group
United Kingdom
$126K +$20.8M +332,272 +19%
CIAS
1262
Capital Investment Advisory Services
North Carolina
$126K +$132K +2,113 New
OIA
1263
OneDigital Investment Advisors
Kansas
$124K +$5.13K +82 +4%
VCM
1264
Versant Capital Management
Arizona
$123K
PCP
1265
Proficio Capital Partners
Massachusetts
$121K +$28.5K +456 +29%
CCMW
1266
Cypress Capital Management (Wyoming)
Wyoming
$117K -$18.8K -300 -13%
CIA
1267
CSat Investment Advisory
Michigan
$117K +$14.5K +232 +13%
GRP
1268
Global Retirement Partners
California
$116K +$23.8K +381 +24%
IC
1269
Inscription Capital
Texas
$116K +$122K +1,944 New
CAC
1270
Certified Advisory Corp
Florida
$113K
BRC
1271
Bell Rock Capital
Delaware
$112K -$101K -1,617 -46%
BCP
1272
Blue Chip Partners
Michigan
$112K +$4.13K +66 +4%
WB
1273
Webster Bank
Connecticut
$110K
PRC
1274
Pearl River Capital
Michigan
$110K +$116K +1,850 New
MIFH
1275
Migdal Insurance & Financial Holdings
Israel
$109K -$242K -3,869 -68%

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.