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Colgate-Palmolive

1,427 hedge funds and large institutions have $38.8B invested in Colgate-Palmolive in 2018 Q4 according to their latest regulatory filings, with 154 funds opening new positions, 393 increasing their positions, 641 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more call options, than puts

Call options by funds: $721M | Put options by funds: $403M

41% more first-time investments, than exits

New positions opened: 154 | Existing positions closed: 109

37% more funds holding in top 10

Funds holding in top 10: 1926 (+7)

2% more funds holding

Funds holding: 1,3941,427 (+33)

0.16% more ownership

Funds ownership: 75.81%75.97% (+0.16%)

12% less capital invested

Capital invested by funds: $43.9B → $38.8B (-$5.13B)

39% less repeat investments, than reductions

Existing positions increased: 393 | Existing positions reduced: 641

Holders
1,427
Holders Change
+33
Holders Change %
+2.37%
% of All Funds
31.79%
Holding in Top 10
26
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+36.84%
% of All Funds
0.58%
New
154
Increased
393
Reduced
641
Closed
109
Calls
$721M
Puts
$403M
Net Calls
+$319M
Net Calls Change
+$384M
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
1301
Baystate Wealth Management
Massachusetts
$73K +$501 +8 +0.7%
PCTC
1302
Perkins Coie Trust Company
Washington
$72K
CIA
1303
Cascade Investment Advisors
Oregon
$71.4K
HPC
1304
HM Payson & Co
Maine
$71K -$7.8M -124,729 -99%
WAP
1305
Wealthcare Advisory Partners
Pennsylvania
$71K -$1.06K -17 -1%
CA
1306
Centerpoint Advisors
Massachusetts
$70K -$24.3K -389 -25%
NFG
1307
Next Financial Group
Texas
$70K +$14.8K +236 +25%
IAS
1308
IMA Advisory Services
Colorado
$66K
GT
1309
Glenmede Trust
Pennsylvania
$65.5K -$1.39M -22,211 -2%
BWA
1310
Burt Wealth Advisors
Maryland
$65K
PWM
1311
PRW Wealth Management
Massachusetts
$65K +$67.8K +1,084 New
MPWT
1312
MassMutual Private Wealth & Trust
Connecticut
$62K -$15.6K -250 -19%
SIA
1313
SeaBridge Investment Advisors
New Jersey
$62K
NSB
1314
Norway Savings Bank
Maine
$61K -$2.06K -33 -3%
THWM
1315
Taylor Hoffman Wealth Management
Virginia
$61K
PAI
1316
Pittenger & Anderson Inc
Nebraska
$60K -$34.3K -549 -35%
CBT
1317
Central Bank & Trust
Kentucky
$60K
FMP
1318
Financial Management Professionals
Texas
$60K
MWA
1319
Meridian Wealth Advisors
Texas
$60K +$62.6K +1,000 New
BWA
1320
BDO Wealth Advisors
Florida
$59K
FCA
1321
FinTrust Capital Advisors
South Carolina
$59K +$62.5K +999 New
WANY
1322
Wealthspire Advisors (New York)
New York
$58K +$60.8K +972 New
FMTCOCP
1323
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$57K +$18.8K +300 +46%
RFA
1324
Reilly Financial Advisors
California
$56K
TWA
1325
TCI Wealth Advisors
Arizona
$54K -$3.25K -52 -5%

CL Hedge Fund Activity: Q4 2018 in Review

1,427 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Colgate-Palmolive (CL) for Q4 2018, worth a combined $38.8B — down 12% from $43.9B a quarter earlier.

Buyers outnumbered sellers: 154 funds opened new CL positions and 109 closed out — a net gain of 45 holders — while 393 added to existing stakes and 641 trimmed.

The largest buyer was BlackRock, adding an estimated $453M. The largest seller was UBS Group, cutting an estimated $665M.

  • 1,427 institutional investors held Colgate-Palmolive (CL) as of Q4 2018, up from 1,394 in Q3 2018.
  • Funds reported $38.8B of Colgate-Palmolive stock for Q4 2018, down 12% quarter-over-quarter.
  • 154 funds opened new Colgate-Palmolive positions in Q4 2018 and 109 closed out, a net change of +45 holders.
  • The largest Colgate-Palmolive buyer in Q4 2018 was BlackRock, an estimated $453M added.
  • The largest Colgate-Palmolive seller in Q4 2018 was UBS Group, an estimated $665M sold.

Based on aggregated 13F filings for Q4 2018.