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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
SIAP
1351
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$29K
WAS
1352
Winch Advisory Services
Wisconsin
$28K -$5.17K -79 -15%
SIS
1353
Sound Income Strategies
Florida
$27K -$2.88K -44 -10%
EARNEST Partners
1354
EARNEST Partners
Georgia
$27K
WAM
1355
Watermark Asset Management
California
$27K
HCM
1356
Hilton Capital Management
New York
$27K +$27.5K +420 New
PCFFS
1357
Pacific Center for Financial Services
California
$26K
SIA
1358
Sit Investment Associates
Minnesota
$26K
SMFS
1359
Squar Milner Financial Services
California
$26K +$26.2K +400 New
WIM
1360
Westside Investment Management
California
$24.8K
ECM
1361
Estabrook Capital Management
New York
$22.7K
PHK
1362
Point72 Hong Kong
Hong Kong
$22K +$22.7K +347 New
RFM
1363
Royal Fund Management
Florida
$21K +$1.57K +24 +8%
WPA
1364
West Paces Advisors
Georgia
$20.6K
TCM
1365
Tanaka Capital Management
New York
$19K
IUHSA
1366
Itau Unibanco Holding S.A.
Brazil
$18K -$82.9K -1,267 -82%
CT
1367
Clearstead Trust
Maine
$18K -$37.6K -575 -68%
MIM
1368
Macroview Investment Management
Maryland
$18K +$65 +1 +0.4%
CWA
1369
Clarus Wealth Advisors
Arizona
$18K +$16.2K +247 New
ICM
1370
IMS Capital Management
Oregon
$18K +$18.6K +285 New
IP
1371
Isthmus Partners
Wisconsin
$17K
PCA
1372
Providence Capital Advisors
North Carolina
$16K
QCIG
1373
Quad-Cities Investment Group
Iowa
$16K +$16K +244 New
ML
1374
McAdam LLC
Pennsylvania
$15K
ANBT
1375
American National Bank & Trust
Texas
$14K

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.