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Colgate-Palmolive

1,510 hedge funds and large institutions have $45.9B invested in Colgate-Palmolive in 2019 Q4 according to their latest regulatory filings, with 177 funds opening new positions, 473 increasing their positions, 588 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 177 | Existing positions closed: 94

4% more funds holding

Funds holding: 1,4471,510 (+63)

0.1% more ownership

Funds ownership: 77.8%77.9% (+0.1%)

6% less capital invested

Capital invested by funds: $48.9B → $45.9B (-$3.02B)

16% less call options, than puts

Call options by funds: $309M | Put options by funds: $366M

18% less funds holding in top 10

Funds holding in top 10: 2218 (-4)

20% less repeat investments, than reductions

Existing positions increased: 473 | Existing positions reduced: 588

Holders
1,510
Holders Change
+63
Holders Change %
+4.35%
% of All Funds
29.75%
Holding in Top 10
18
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-18.18%
% of All Funds
0.35%
New
177
Increased
473
Reduced
588
Closed
94
Calls
$309M
Puts
$366M
Net Calls
-$57.1M
Net Calls Change
-$220M
Name Holding Trade Value Shares
Change
Change in
Stake
SFG
1276
SevenBridge Financial Group
Pennsylvania
$226K
FFG
1277
Frisch Financial Group
New York
$225K -$66.8K -980 -23%
PB
1278
Pinnacle Bancorp
Nebraska
$225K -$27.3K -400 -11%
PWMAG
1279
Pinnacle Wealth Management Advisory Group
New Jersey
$225K
ATIA
1280
American Trust Investment Advisors
New Hampshire
$223K -$1.71K -25 -0.8%
HGWM
1281
Harvest Group Wealth Management
Massachusetts
$222K -$26.4K -387 -11%
EF
1282
Empirical Finance
Pennsylvania
$222K +$219K +3,218 New
DHFB
1283
Dixon Hubard Feinour & Brown
Virginia
$220K
LCM
1284
LVM Capital Management
Michigan
$220K
PP
1285
Parplus Partners
New York
$220K +$218K +3,191 New
WP
1286
WealthShield Partners
North Carolina
$220K +$218K +3,193 New
CT
1287
Columbia Trust
Oregon
$220K +$218K +3,200 New
WWM
1288
Windsor Wealth Management
Indiana
$219K -$5.18K -76 -2%
HCM
1289
Hengehold Capital Management
Ohio
$219K
CPO
1290
Cerity Partners OCIO
New York
$214K -$26.2K -384 -12%
1832 Asset Management
1291
1832 Asset Management
Ontario, Canada
$214K +$62.9K +923 +42%
APW
1292
Acima Private Wealth
Virginia
$213K +$35.2K +516 +20%
DAC
1293
Dividend Assets Capital
South Carolina
$212K -$13.6K -200 -6%
HWMG
1294
Hurlow Wealth Management Group
Indiana
$212K -$8.86K -130 -4%
BCM
1295
Becker Capital Management
Oregon
$212K
HKAM
1296
Horizon Kinetics Asset Management
New York
$212K
FNBOSM
1297
First National Bank of South Miami
Florida
$209K
BAM
1298
Belpointe Asset Management
Nevada
$209K +$78.7K +1,155 +61%
FFN
1299
Focus Financial Network
Minnesota
$209K +$545 +8 +0.3%
APC
1300
Aspire Private Capital
North Carolina
$208K

CL Hedge Fund Activity: Q4 2019 in Review

1,510 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Colgate-Palmolive (CL) for Q4 2019, worth a combined $45.9B — down 6.2% from $48.9B a quarter earlier.

Buyers outnumbered sellers: 177 funds opened new CL positions and 94 closed out — a net gain of 83 holders — while 473 added to existing stakes and 588 trimmed.

The largest buyer was Tikehau Investment Management, opening a new position worth an estimated $260M. The largest seller was Fiera Capital (Canada), cutting an estimated $244M.

  • 1,510 institutional investors held Colgate-Palmolive (CL) as of Q4 2019, up from 1,447 in Q3 2019.
  • Funds reported $45.9B of Colgate-Palmolive stock for Q4 2019, down 6.2% quarter-over-quarter.
  • 177 funds opened new Colgate-Palmolive positions in Q4 2019 and 94 closed out, a net change of +83 holders.
  • The largest Colgate-Palmolive buyer in Q4 2019 was Tikehau Investment Management, an estimated $260M added.
  • The largest Colgate-Palmolive seller in Q4 2019 was Fiera Capital (Canada), an estimated $244M sold.

Based on aggregated 13F filings for Q4 2019.