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Colgate-Palmolive

1,741 hedge funds and large institutions have $54.9B invested in Colgate-Palmolive in 2023 Q4 according to their latest regulatory filings, with 228 funds opening new positions, 562 increasing their positions, 642 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

172% more call options, than puts

Call options by funds: $1.12B | Put options by funds: $412M

162% more first-time investments, than exits

New positions opened: 228 | Existing positions closed: 87

16% more capital invested

Capital invested by funds: $47.5B → $54.9B (+$7.41B)

7% more funds holding

Funds holding: 1,6211,741 (+120)

3.04% more ownership

Funds ownership: 80.51%83.55% (+3%)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

12% less repeat investments, than reductions

Existing positions increased: 562 | Existing positions reduced: 642

Holders
1,741
Holders Change
+120
Holders Change %
+7.4%
% of All Funds
25.38%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
228
Increased
562
Reduced
642
Closed
87
Calls
$1.12B
Puts
$412M
Net Calls
+$707M
Net Calls Change
+$816M
Name Holding Trade Value Shares
Change
Change in
Stake
CT
1276
Colonial Trust
South Carolina
$312K +$134K +1,785 +84%
OC
1277
Oarsman Capital
Wisconsin
$312K -$3.76K -50 -1%
MAG
1278
M3 Advisory Group
Massachusetts
$310K +$293K +3,893 New
KA
1279
Kovack Advisors
Florida
$309K +$45.3K +603 +18%
IP
1280
Investment Partners
Ohio
$309K +$977 +13 +0.3%
AC
1281
AlphaCore Capital
California
$308K -$11.4K -151 -4%
AMBIA
1282
Allen Mooney & Barnes Investment Advisors
Georgia
$308K +$14.9K +198 +5%
EWM
1283
Evermay Wealth Management
Virginia
$307K +$526 +7 +0.2%
CAGAS
1284
Capital Advisory Group Advisory Services
Minnesota
$307K -$4.59K -61 -2%
WA
1285
Waverly Advisors
Alabama
$307K +$6.54K +87 +2%
EVM
1286
Evelyn V. Moreno
$306K +$289K +3,841 New
ORC
1287
O'Rourke & Company
Massachusetts
$306K
CWM
1288
C2C Wealth Management
Arizona
$304K +$7.52K +100 +3%
SAM
1289
Strategy Asset Managers
California
$304K +$376 +5 +0.1%
PCM
1290
Penserra Capital Management
California
$303K -$61.6K -819 -18%
RIM
1291
Reliant Investment Management
Tennessee
$303K
GIP
1292
Greatmark Investment Partners
Georgia
$302K
SIMG
1293
Sonora Investment Management Group
Arizona
$299K -$13.1K -174 -4%
FBB
1294
Fulton Breakefield Broenniman
Maryland
$299K
AT
1295
Arvest Trust
Oklahoma
$297K
NAMP
1296
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$297K
RP
1297
Rowlandmiller & Partners
Georgia
$296K
CC
1298
Cadinha & Co
Hawaii
$295K
IF
1299
Insight Folios
North Carolina
$294K -$3.16K -42 -1%
RWM
1300
Revisor Wealth Management
Ohio
$290K -$82.2K -1,093 -23%

CL Hedge Fund Activity: Q4 2023 in Review

1,741 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Colgate-Palmolive (CL) for Q4 2023, worth a combined $54.9B — up 16% from $47.5B a quarter earlier.

Buyers outnumbered sellers: 228 funds opened new CL positions and 87 closed out — a net gain of 141 holders — while 562 added to existing stakes and 642 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.65B. The largest seller was Wellington Management Group, cutting an estimated $303M.

  • 1,741 institutional investors held Colgate-Palmolive (CL) as of Q4 2023, up from 1,621 in Q3 2023.
  • Funds reported $54.9B of Colgate-Palmolive stock for Q4 2023, up 16% quarter-over-quarter.
  • 228 funds opened new Colgate-Palmolive positions in Q4 2023 and 87 closed out, a net change of +141 holders.
  • The largest Colgate-Palmolive buyer in Q4 2023 was Morgan Stanley, an estimated $1.65B added.
  • The largest Colgate-Palmolive seller in Q4 2023 was Wellington Management Group, an estimated $303M sold.

Based on aggregated 13F filings for Q4 2023.