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Colgate-Palmolive

1,820 hedge funds and large institutions have $65B invested in Colgate-Palmolive in 2024 Q2 according to their latest regulatory filings, with 159 funds opening new positions, 620 increasing their positions, 668 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

101% more first-time investments, than exits

New positions opened: 159 | Existing positions closed: 79

15% more call options, than puts

Call options by funds: $456M | Put options by funds: $398M

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

7% more capital invested

Capital invested by funds: $60.7B → $65B (+$4.29B)

3% more funds holding

Funds holding: 1,7661,820 (+54)

0.33% less ownership

Funds ownership: 82.06%81.73% (-0.33%)

7% less repeat investments, than reductions

Existing positions increased: 620 | Existing positions reduced: 668

Holders
1,820
Holders Change
+54
Holders Change %
+3.06%
% of All Funds
26.28%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.14%
New
159
Increased
620
Reduced
668
Closed
79
Calls
$456M
Puts
$398M
Net Calls
+$58.1M
Net Calls Change
-$679M
Name Holding Trade Value Shares
Change
Change in
Stake
NF
1326
Nikulski Financial
Iowa
$339K +$27.7K +300 +9%
BFG
1327
Baron Financial Group
New Jersey
$339K
ECM
1328
Evergreen Capital Management
Washington
$339K +$13K +141 +4%
HI
1329
Human Investing
Oregon
$338K -$49.2K -533 -13%
DCM
1330
Donaldson Capital Management
Indiana
$338K -$16.9K -183 -5%
AAS
1331
Annex Advisory Services
Wisconsin
$338K +$5.35K +58 +2%
SWP
1332
Significant Wealth Partners
Illinois
$337K -$271K -2,941 -46%
AA
1333
Addison Advisors
Vermont
$336K +$92 +1 +0%
SWM
1334
Silverlake Wealth Management
Vermont
$334K +$277 +3 +0.1%
ACP
1335
Aviance Capital Partners
Florida
$333K -$19.8K -215 -6%
IF
1336
Insight Folios
North Carolina
$332K -$4.8K -52 -1%
SIMG
1337
Sonora Investment Management Group
Arizona
$332K
TPA
1338
Trivium Point Advisory
Connecticut
$332K +$315K +3,417 New
KA
1339
Klingman & Associates
New York
$331K +$4.52K +49 +1%
BTWM
1340
Baker Tilly Wealth Management
Wisconsin
$331K -$306K -3,319 -49%
GCM
1341
Gables Capital Management
Florida
$330K
GWM
1342
Geneos Wealth Management
Colorado
$329K -$1.48K -16 -0.5%
CT
1343
Colonial Trust
South Carolina
$329K -$48.3K -524 -13%
MW
1344
Marcum Wealth
Ohio
$329K +$18.5K +201 +6%
WFAG
1345
Wescott Financial Advisory Group
Pennsylvania
$329K +$3.23K +35 +1%
DWT
1346
Dorsey & Whitney Trust
South Dakota
$328K -$23.9K -259 -7%
PCG
1347
Prosperity Consulting Group
Maryland
$327K +$23.7K +257 +8%
WPC
1348
Waters Parkerson & Co
Louisiana
$327K -$7.38K -80 -2%
CA
1349
Carson Advisory
Georgia
$327K +$184 +2 +0.1%
GCAC
1350
Guardian Capital Advisors (Canada)
Ontario, Canada
$326K

CL Hedge Fund Activity: Q2 2024 in Review

1,820 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Colgate-Palmolive (CL) for Q2 2024, worth a combined $65B — up 7.1% from $60.7B a quarter earlier.

Buyers outnumbered sellers: 159 funds opened new CL positions and 79 closed out — a net gain of 80 holders — while 620 added to existing stakes and 668 trimmed.

The largest buyer was GQG Partners, opening a new position worth an estimated $780M. The largest seller was Wellington Management Group, cutting an estimated $1.04B.

  • 1,820 institutional investors held Colgate-Palmolive (CL) as of Q2 2024, up from 1,766 in Q1 2024.
  • Funds reported $65B of Colgate-Palmolive stock for Q2 2024, up 7.1% quarter-over-quarter.
  • 159 funds opened new Colgate-Palmolive positions in Q2 2024 and 79 closed out, a net change of +80 holders.
  • The largest Colgate-Palmolive buyer in Q2 2024 was GQG Partners, an estimated $780M added.
  • The largest Colgate-Palmolive seller in Q2 2024 was Wellington Management Group, an estimated $1.04B sold.

Based on aggregated 13F filings for Q2 2024.