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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
LA
1301
Legacy Advisors
Pennsylvania
$70K
MBT
1302
Monroe Bank & Trust
Michigan
$69K
BCA
1303
Bay Colony Advisors
Massachusetts
$69K +$69.9K +1,068 New
SIA
1304
SeaBridge Investment Advisors
New Jersey
$68K
JA
1305
JOYN Advisors
Georgia
$68K +$27.8K +425 +67%
THWM
1306
Taylor Hoffman Wealth Management
Virginia
$67K -$3.92K -60 -5%
GI
1307
Gradient Investments
Minnesota
$66K -$43.5K -665 -39%
TWA
1308
TCI Wealth Advisors
Arizona
$66K +$3.27K +50 +5%
CPIG
1309
Chicago Partners Investment Group
Illinois
$65K -$14.1K -216 -18%
BWA
1310
BDO Wealth Advisors
Florida
$65K
CBT
1311
Central Bank & Trust
Kentucky
$65K
FMP
1312
Financial Management Professionals
Texas
$65K
LF
1313
Lee Financial
Texas
$65K
MSE
1314
MUFG Securities EMEA
United Kingdom
$63K +$63.9K +977 New
RFA
1315
Reilly Financial Advisors
California
$61K -$26.2K -400 -30%
GC
1316
Grace Capital
Massachusetts
$58K +$58.9K +900 New
MFT
1317
Moisand Fitzgerald Tamayo
Florida
$56K
IFAM
1318
Institutional & Family Asset Management
Colorado
$51K
CWM
1319
Catamount Wealth Management
Connecticut
$49K
KAS
1320
Kemnay Advisory Services
New York
$49K
GFP
1321
Gryphon Financial Partners
Ohio
$49K +$850 +13 +2%
Qube Research & Technologies (QRT)
1322
Qube Research & Technologies (QRT)
United Kingdom
$49K +$3.07K +47 +7%
GAM
1323
Gemmer Asset Management
California
$47K
KC
1324
KHP Capital
Oklahoma
$45K
NCM
1325
Northstar Capital Management
New York
$45K

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.