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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
CFN
1326
Cordasco Financial Network
Florida
$45K +$45.8K +700 New
EAM
1327
Exane Asset Management
France
$43.4K +$43.8K +669 New
AP
1328
Arlington Partners
Alabama
$43K
VNA
1329
Valley National Advisers
Pennsylvania
$43K
FMTCOCP
1330
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$42K
MA
1331
MCF Advisors
Kentucky
$41K
OIA
1332
Optimum Investment Advisors
Illinois
$39K -$26.2K -400 -40%
PR
1333
Payden & Rygel
California
$39K
TFO
1334
Tarbox Family Office
California
$38K -$916 -14 -2%
TG
1335
TLP Group
Illinois
$38K +$37.9K +580 New
FC
1336
Ferris Capital
Massachusetts
$36K -$464K -7,099 -93%
BWL
1337
Bogart Wealth LLC
Virginia
$36K +$37K +566 New
PO
1338
Private Ocean
California
$35K
APSP
1339
Asset Planning Services (Pennsylvania)
Pennsylvania
$35K +$262 +4 +0.7%
GCM
1340
Grisanti Capital Management
New York
$34K
JAM
1341
Jolley Asset Management
North Carolina
$34K
OWA
1342
One Wealth Advisors
California
$34K
LFA
1343
Legacy Financial Advisors
Kentucky
$33K -$13K -198 -28%
MPPLM
1344
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$33K -$7.72K -118 -19%
ARMC
1345
American Research & Management Company
Massachusetts
$33K -$3.27K -50 -9%
PCA
1346
Peddock Capital Advisors
Massachusetts
$32K
KL
1347
KWMG LLC
Kansas
$32K +$32.7K +500 New
WA
1348
WP Advisors
California
$31K +$31.7K +484 New
KJWM
1349
Kiley Juergens Wealth Management
Washington
$31K +$31.7K +485 New
HI
1350
Harrington Investments
California
$30K

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.