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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
FC
1351
Ferris Capital
Massachusetts
$30K -$1K -16 -3%
ARMC
1352
American Research & Management Company
Massachusetts
$30K
KL
1353
KWMG LLC
Kansas
$30K
PCA
1354
Peddock Capital Advisors
Massachusetts
$30K
EAM
1355
Erste Asset Management
Austria
$29.5K +$31.3K +500 New
TCCM
1356
Timber Creek Capital Management
Massachusetts
$28K +$21K +336 +247%
PGWM
1357
Parisi Gray Wealth Management
New Jersey
$28K +$23.1K +369 +365%
W
1358
WealthOne
New York
$27K +$27.5K +439 New
SIAP
1359
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$26K
EARNEST Partners
1360
EARNEST Partners
Georgia
$25K
WAM
1361
Watermark Asset Management
California
$25K
TC
1362
Trust Company
Kansas
$24K -$37.5K -600 -60%
PO
1363
Private Ocean
California
$24K -$8.32K -133 -25%
HCM
1364
Hilton Capital Management
New York
$24K
PCFFS
1365
Pacific Center for Financial Services
California
$24K
SIA
1366
Sit Investment Associates
Minnesota
$24K
WA
1367
WealthTrust-Arizona
Arizona
$24K +$188 +3 +0.8%
ECM
1368
Estabrook Capital Management
New York
$20.8K
SIS
1369
Sound Income Strategies
Florida
$20K +$9.95K +159 +86%
WPA
1370
West Paces Advisors
Georgia
$18.9K
NWM
1371
Northwest Wealth Management
Iowa
$18K
RFM
1372
Royal Fund Management
Florida
$18K
WAS
1373
Winch Advisory Services
Wisconsin
$18K
AIA
1374
Alera Investment Advisors
Illinois
$18K +$18.7K +299 New
NS
1375
NewDay Solutions
New Hampshire
$18K +$18.8K +300 New

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.