We are live on ! Find out more
CL icon

Colgate-Palmolive

1,680 hedge funds and large institutions have $51B invested in Colgate-Palmolive in 2023 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 543 increasing their positions, 693 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more call options, than puts

Call options by funds: $458M | Put options by funds: $250M

38% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 81

1% more funds holding

Funds holding: 1,6581,680 (+22)

1% more capital invested

Capital invested by funds: $50.6B → $51B (+$363M)

1.26% less ownership

Funds ownership: 80.98%79.73% (-1.3%)

13% less funds holding in top 10

Funds holding in top 10: 1513 (-2)

22% less repeat investments, than reductions

Existing positions increased: 543 | Existing positions reduced: 693

Holders
1,680
Holders Change
+22
Holders Change %
+1.33%
% of All Funds
26.37%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.2%
New
112
Increased
543
Reduced
693
Closed
81
Calls
$458M
Puts
$250M
Net Calls
+$208M
Net Calls Change
+$54.9M
Name Holding Trade Value Shares
Change
Change in
Stake
FEM
1251
Fulcrum Equity Management
Texas
$316K +$318K +4,103 New
FBT
1252
First Bankers Trust
Kentucky
$315K -$3.87K -50 -1%
GL
1253
Graypoint LLC
New York
$315K +$93.7K +1,210 +42%
SIMG
1254
Sonora Investment Management Group
Arizona
$314K
OFG
1255
Oxford Financial Group
Indiana
$314K +$619 +8 +0.2%
AIC
1256
Archer Investment Corporation
Indiana
$313K -$103K -1,334 -25%
GB
1257
Goepper Burkhardt
South Carolina
$313K
AWA
1258
Arete Wealth Advisors
Illinois
$313K -$104K -1,339 -25%
DIM
1259
Delta Investment Management
California
$313K
BIM
1260
Baldwin Investment Management
Pennsylvania
$312K -$61.9K -800 -16%
GG
1261
Gleason Group
Kentucky
$312K +$1.78K +23 +0.6%
HIP
1262
HUB Investment Partners
Texas
$312K +$100K +1,294 +47%
HBWM
1263
Hollow Brook Wealth Management
New York
$308K
SFG
1264
Sovereign Financial Group
Connecticut
$308K +$39.9K +516 +15%
LA
1265
Legacy Advisors
Pennsylvania
$307K -$63.7K -823 -17%
OC
1266
Oarsman Capital
Wisconsin
$305K -$15.2K -197 -5%
WPC
1267
Wedmont Private Capital
Pennsylvania
$304K +$80.7K +1,043 +36%
ORC
1268
O'Rourke & Company
Massachusetts
$304K -$38.7K -500 -11%
AC
1269
AlphaCore Capital
California
$302K +$3.87K +50 +1%
BWP
1270
BSW Wealth Partners
Colorado
$299K -$619 -8 -0.2%
AAS
1271
Annex Advisory Services
Wisconsin
$299K +$25.9K +334 +9%
CG
1272
Cutler Group
California
$298K +$70.1K +906 +30%
SAM
1273
Strategy Asset Managers
California
$297K +$464 +6 +0.2%
IP
1274
Investment Partners
Ohio
$297K -$17.3K -224 -5%
AF
1275
Advisornet Financial
Minnesota
$294K -$9.68K -125 -3%

CL Hedge Fund Activity: Q2 2023 in Review

1,680 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Colgate-Palmolive (CL) for Q2 2023, worth a combined $51B — up 0.72% from $50.6B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new CL positions and 81 closed out — a net gain of 31 holders — while 543 added to existing stakes and 693 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $1.08B. The largest seller was Third Point, exiting entirely with an estimated $830M sold.

  • 1,680 institutional investors held Colgate-Palmolive (CL) as of Q2 2023, up from 1,658 in Q1 2023.
  • Funds reported $51B of Colgate-Palmolive stock for Q2 2023, up 0.72% quarter-over-quarter.
  • 112 funds opened new Colgate-Palmolive positions in Q2 2023 and 81 closed out, a net change of +31 holders.
  • The largest Colgate-Palmolive buyer in Q2 2023 was T. Rowe Price Associates, an estimated $1.08B added.
  • The largest Colgate-Palmolive seller in Q2 2023 was Third Point, an estimated $830M sold.

Based on aggregated 13F filings for Q2 2023.