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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
SHJ
1276
Sharkey, Howes & Javer
Colorado
$100K
AAP
1277
Arax Advisory Partners
Colorado
$99K -$38.6K -590 -28%
FCB
1278
First Command Bank
Texas
$99K
FCFS
1279
First Command Financial Services
Texas
$99K
RWP
1280
RWA Wealth Partners
Massachusetts
$97K +$55.6K +850 +133%
OSNBOA
1281
Old Second National Bank of Aurora
Illinois
$96K
IWP
1282
Icon Wealth Partners
Texas
$95K +$95.6K +1,461 New
AIM
1283
Arcadia Investment Management
Michigan
$91K
HT
1284
Heritage Trust
Oklahoma
$91K
PCP
1285
Proficio Capital Partners
Massachusetts
$90K -$14.3K -218 -14%
TC
1286
Trust Company
Kansas
$89K +$11.4K +175 +15%
DSN
1287
D. Scott Neal
Kentucky
$88K
TFS
1288
TrustCore Financial Services
Tennessee
$84K
MPWT
1289
MassMutual Private Wealth & Trust
Connecticut
$83.7K -$5.36K -82 -6%
NSB
1290
Norway Savings Bank
Maine
$82K
QCG
1291
Quadrant Capital Group
Ohio
$79K -$16.2K -247 -15%
CAGAS
1292
Capital Advisory Group Advisory Services
Minnesota
$79K
PCTC
1293
Perkins Coie Trust Company
Washington
$78K -$4.71K -72 -6%
WAP
1294
Wealthcare Advisory Partners
Pennsylvania
$78K +$1.11K +17 +1%
CIA
1295
Cascade Investment Advisors
Oregon
$77.8K -$13.1K -200 -14%
BWM
1296
Baystate Wealth Management
Massachusetts
$77K -$2.75K -42 -3%
IAS
1297
IMA Advisory Services
Colorado
$72K +$72.6K +1,110 New
MAM
1298
Meeder Asset Management
Ohio
$71.9K +$72.6K +1,110 New
BWA
1299
Burt Wealth Advisors
Maryland
$71K
BAM
1300
Bruderman Asset Management
New York
$71K +$523 +8 +0.7%

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.