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Colgate-Palmolive

1,621 hedge funds and large institutions have $47.5B invested in Colgate-Palmolive in 2023 Q3 according to their latest regulatory filings, with 101 funds opening new positions, 504 increasing their positions, 668 reducing their positions, and 140 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.79% more ownership

Funds ownership: 79.73%80.51% (+0.79%)

4% less funds holding

Funds holding: 1,6801,621 (-59)

7% less capital invested

Capital invested by funds: $51B → $47.5B (-$3.49B)

22% less call options, than puts

Call options by funds: $393M | Put options by funds: $502M

23% less funds holding in top 10

Funds holding in top 10: 1310 (-3)

25% less repeat investments, than reductions

Existing positions increased: 504 | Existing positions reduced: 668

28% less first-time investments, than exits

New positions opened: 101 | Existing positions closed: 140

Holders
1,621
Holders Change
-59
Holders Change %
-3.51%
% of All Funds
25.72%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.16%
New
101
Increased
504
Reduced
668
Closed
140
Calls
$393M
Puts
$502M
Net Calls
-$109M
Net Calls Change
-$318M
Name Holding Trade Value Shares
Change
Change in
Stake
LTI
1301
Laffer Tengler Investments
Tennessee
$249K
CAG
1302
Csenge Advisory Group
Florida
$248K -$11.4K -152 -4%
DCM
1303
Donaldson Capital Management
Indiana
$248K
FL
1304
Fort LP
Maryland
$247K
WW
1305
Waterfront Wealth
Kansas
$247K +$224 +3 +0.1%
PWM
1306
Paulson Wealth Management
Illinois
$246K +$259K +3,463 New
QC
1307
Quent Capital
New York
$246K -$114K -1,519 -31%
MSAM
1308
Moloney Securities Asset Management
Missouri
$245K -$120K -1,600 -32%
TCM
1309
Towercrest Capital Management
Pennsylvania
$244K +$75 +1 +0%
AAS
1310
Annex Advisory Services
Wisconsin
$243K -$33.9K -454 -12%
HWA
1311
Heartwood Wealth Advisors
Virginia
$243K -$90.3K -1,208 -26%
CS
1312
Cannell & Spears
New York
$242K
GCM
1313
Gables Capital Management
Florida
$242K
GDP
1314
Great Diamond Partners
Maine
$241K +$3.21K +43 +1%
KA
1315
Klingman & Associates
New York
$240K +$32.5K +435 +15%
SG
1316
StoneX Group
New York
$240K +$13.2K +177 +6%
CA
1317
Carson Advisory
Georgia
$239K -$9.79K -131 -4%
GKWIM
1318
Gerber Kawasaki Wealth & Investment Management
California
$239K -$287K -3,844 -53%
WFAG
1319
Wescott Financial Advisory Group
Pennsylvania
$238K
WA
1320
Wambolt & Associates
Colorado
$237K +$1.35K +18 +0.5%
FWP
1321
Falcon Wealth Planning
California
$237K
RMSCM
1322
R.M. Sincerbeaux Capital Management
New York
$237K
FAFN
1323
First Affirmative Financial Network
Colorado
$236K +$248K +3,315 New
FG
1324
Foster Group
Iowa
$236K -$89.2K -1,193 -26%
ACA
1325
Affinity Capital Advisors
California
$235K

CL Hedge Fund Activity: Q3 2023 in Review

1,621 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Colgate-Palmolive (CL) for Q3 2023, worth a combined $47.5B — down 6.8% from $51B a quarter earlier.

Sellers outnumbered buyers: 140 funds closed out of CL and 101 opened new positions — a net loss of 39 holders — while 668 trimmed existing stakes and 504 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $765M. The largest seller was BlackRock, cutting an estimated $229M.

  • 1,621 institutional investors held Colgate-Palmolive (CL) as of Q3 2023, down from 1,680 in Q2 2023.
  • Funds reported $47.5B of Colgate-Palmolive stock for Q3 2023, down 6.8% quarter-over-quarter.
  • 101 funds opened new Colgate-Palmolive positions in Q3 2023 and 140 closed out, a net change of -39 holders.
  • The largest Colgate-Palmolive buyer in Q3 2023 was T. Rowe Price Associates, an estimated $765M added.
  • The largest Colgate-Palmolive seller in Q3 2023 was BlackRock, an estimated $229M sold.

Based on aggregated 13F filings for Q3 2023.