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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
PFGIA
1326
Patriot Financial Group Insurance Agency
Massachusetts
$54K +$43.2K +691 +329%
LF
1327
Lee Financial
Texas
$51K
CWM
1328
Catamount Wealth Management
Connecticut
$49K
GI
1329
Gradient Investments
Minnesota
$48K -$813 -13 -2%
SL
1330
Salomon & Ludwin
Virginia
$48K +$50.1K +800 New
IFAM
1331
Institutional & Family Asset Management
Colorado
$47K
BWM
1332
BerganKDV Wealth Management
Minnesota
$47K +$49.4K +790 New
VNA
1333
Valley National Advisers
Pennsylvania
$46K +$6.88K +110 +16%
KAS
1334
Kemnay Advisory Services
New York
$45K
GAM
1335
Gemmer Asset Management
California
$43K
CFN
1336
Cordasco Financial Network
Florida
$42K
AP
1337
Arlington Partners
Alabama
$40K
EWA
1338
ERTS Wealth Advisors
Michigan
$40K +$41.9K +670 New
CAL
1339
Capital Advisors Ltd
Ohio
$39K
MA
1340
MCF Advisors
Kentucky
$36K
OIA
1341
Optimum Investment Advisors
Illinois
$36K
PR
1342
Payden & Rygel
California
$36K
TFO
1343
Tarbox Family Office
California
$36K +$250 +4 +0.7%
LC
1344
Lindbrook Capital
California
$36K +$38.5K +616 New
PAMU
1345
Pictet Asset Management (UK)
United Kingdom
$35.2K -$6.65M -106,300 -15%
HWA
1346
Heritage Wealth Advisors
Virginia
$34K -$19.2K -307 -34%
APSP
1347
Asset Planning Services (Pennsylvania)
Pennsylvania
$33K +$188 +3 +0.5%
LFA
1348
Legacy Financial Advisors
Kentucky
$33K +$813 +13 +2%
BWL
1349
Bogart Wealth LLC
Virginia
$32K +$188 +3 +0.6%
GCM
1350
Grisanti Capital Management
New York
$31K

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.