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Colgate-Palmolive

1,531 hedge funds and large institutions have $51.7B invested in Colgate-Palmolive in 2020 Q3 according to their latest regulatory filings, with 105 funds opening new positions, 535 increasing their positions, 584 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 77

5% more capital invested

Capital invested by funds: $49.2B → $51.7B (+$2.49B)

1% more funds holding

Funds holding: 1,5171,531 (+14)

0.15% less ownership

Funds ownership: 78.46%78.31% (-0.15%)

8% less repeat investments, than reductions

Existing positions increased: 535 | Existing positions reduced: 584

15% less call options, than puts

Call options by funds: $254M | Put options by funds: $298M

43% less funds holding in top 10

Funds holding in top 10: 2112 (-9)

Holders
1,531
Holders Change
+14
Holders Change %
+0.92%
% of All Funds
30.89%
Holding in Top 10
12
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-42.86%
% of All Funds
0.24%
New
105
Increased
535
Reduced
584
Closed
77
Calls
$254M
Puts
$298M
Net Calls
-$44.5M
Net Calls Change
-$141M
Name Holding Trade Value Shares
Change
Change in
Stake
APG
1301
Abacus Planning Group
South Carolina
$225K
VFP
1302
Verus Financial Partners
Virginia
$225K +$222K +2,913 New
NCM
1303
Noesis Capital Mangement
Florida
$224K
PL
1304
Perpetual Ltd
Australia
$224K
PWP
1305
Principle Wealth Partners
Connecticut
$224K
Cerity Partners
1306
Cerity Partners
New York
$222K -$1.91K -25 -0.9%
BSB
1307
Bangor Savings Bank
Maine
$221K
HWMG
1308
Hurlow Wealth Management Group
Indiana
$221K
HGWM
1309
Harvest Group Wealth Management
Massachusetts
$221K +$305 +4 +0.1%
GIA
1310
Gladstone Institutional Advisory
Florida
$221K +$219K +2,866 New
BOS
1311
Bank of Stockton
California
$220K
TA
1312
Tiedemann Advisors
New York
$220K +$218K +2,862 New
MCM
1313
Manchester Capital Management
Vermont
$218K -$72.1K -945 -25%
GAM
1314
Gould Asset Management
California
$217K -$168K -2,200 -44%
SAM
1315
S.A. Mason
Michigan
$217K +$152 +2 +0.1%
MNBTD
1316
Moody National Bank Trust Division
Texas
$217K +$214K +2,812 New
FANJ
1317
Financial Architects (New Jersey)
New Jersey
$216K +$18.7K +245 +10%
TW
1318
Transform Wealth
Colorado
$215K
CAM
1319
Claret Asset Management
Quebec, Canada
$214K -$3.43K -45 -2%
B
1320
Bellecapital
Switzerland
$214K
CAGAS
1321
Capital Advisory Group Advisory Services
Minnesota
$214K +$229 +3 +0.1%
JF
1322
JSF Financial
California
$214K +$212K +2,776 New
PW
1323
Price Wealth
Texas
$213K +$229 +3 +0.1%
CFA
1324
Carroll Financial Associates
North Carolina
$212K
SAA
1325
Southeast Asset Advisors
Georgia
$212K +$210K +2,749 New

CL Hedge Fund Activity: Q3 2020 in Review

1,531 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Colgate-Palmolive (CL) for Q3 2020, worth a combined $51.7B — up 5.1% from $49.2B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new CL positions and 77 closed out — a net gain of 28 holders — while 535 added to existing stakes and 584 trimmed.

The largest buyer was BlackRock, adding an estimated $286M. The largest seller was Caisse de Depot et Placement du Quebec (CDPQ), cutting an estimated $231M.

  • 1,531 institutional investors held Colgate-Palmolive (CL) as of Q3 2020, up from 1,517 in Q2 2020.
  • Funds reported $51.7B of Colgate-Palmolive stock for Q3 2020, up 5.1% quarter-over-quarter.
  • 105 funds opened new Colgate-Palmolive positions in Q3 2020 and 77 closed out, a net change of +28 holders.
  • The largest Colgate-Palmolive buyer in Q3 2020 was BlackRock, an estimated $286M added.
  • The largest Colgate-Palmolive seller in Q3 2020 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $231M sold.

Based on aggregated 13F filings for Q3 2020.