We are live on ! Find out more
CL icon

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
SFG
1301
Sovereign Financial Group
Connecticut
$289K -$7.52K -100 -3%
SWM
1302
Silverlake Wealth Management
Vermont
$287K +$3.83K +51 +1%
IAIM
1303
International Assets Investment Management
Florida
$287K +$24.5K +326 +10%
LJAC
1304
L.J. Altfest & Co
New York
$287K
AIM
1305
Alhambra Investment Management
Florida
$287K
SBWIC
1306
Schaper Benz & Wise Investment Counsel
Wisconsin
$287K
G
1307
GenTrust
Florida
$287K
PFA
1308
Pure Financial Advisors
California
$286K -$1.2K -16 -0.4%
SSW
1309
Smith Shellnut Wilson
Mississippi
$285K -$77.7K -1,034 -22%
PIM
1310
Penobscot Investment Management
Massachusetts
$285K
OPWM
1311
Oxinas Partners Wealth Management
Indiana
$285K -$67.7K -900 -20%
3IP
1312
3Chopt Investment Partners
Virginia
$285K +$269K +3,575 New
NF
1313
Nikulski Financial
Iowa
$285K
BCM
1314
Becker Capital Management
Oregon
$285K
FCP
1315
Fidelis Capital Partners
Florida
$284K +$268K +3,566 New
FAFN
1316
First Affirmative Financial Network
Colorado
$284K +$18.6K +248 +7%
HWMG
1317
Hurlow Wealth Management Group
Indiana
$283K -$150 -2 -0.1%
ECM
1318
Evergreen Capital Management
Washington
$283K -$104K -1,386 -28%
CS
1319
Cannell & Spears
New York
$283K +$11K +146 +4%
BA
1320
Bristlecone Advisors
Washington
$283K +$75 +1 +0%
ZIM
1321
Zacks Investment Management
Illinois
$282K -$28.3K -377 -10%
MG
1322
Marex Group
$281K +$265K +3,528 New
JWM
1323
Jeppson Wealth Management
California
$281K +$1.96K +26 +0.7%
OAM
1324
Occidental Asset Management
California
$281K -$21.1K -281 -7%
SWM
1325
Seaside Wealth Management
California
$280K

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.