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Colgate-Palmolive

1,651 hedge funds and large institutions have $57.2B invested in Colgate-Palmolive in 2020 Q4 according to their latest regulatory filings, with 214 funds opening new positions, 522 increasing their positions, 588 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

197% more first-time investments, than exits

New positions opened: 214 | Existing positions closed: 72

33% more funds holding in top 10

Funds holding in top 10: 1216 (+4)

11% more capital invested

Capital invested by funds: $51.7B → $57.2B (+$5.54B)

8% more funds holding

Funds holding: 1,5311,651 (+120)

0.26% less ownership

Funds ownership: 78.31%78.05% (-0.26%)

11% less repeat investments, than reductions

Existing positions increased: 522 | Existing positions reduced: 588

18% less call options, than puts

Call options by funds: $277M | Put options by funds: $337M

Holders
1,651
Holders Change
+120
Holders Change %
+7.84%
% of All Funds
29.21%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.28%
New
214
Increased
522
Reduced
588
Closed
72
Calls
$277M
Puts
$337M
Net Calls
-$61M
Net Calls Change
-$16.4M
Name Holding Trade Value Shares
Change
Change in
Stake
AOWM
1351
Alpha Omega Wealth Management
Virginia
$244K -$8.27K -100 -3%
BSB
1352
Bangor Savings Bank
Maine
$244K -$827 -10 -0.3%
BOS
1353
Bank of Stockton
California
$244K
IWC
1354
Integrated Wealth Concepts
Massachusetts
$243K +$235K +2,838 New
MFW
1355
Mosaic Family Wealth
Missouri
$242K -$56.7K -686 -20%
T
1356
TRUADVICE
Florida
$242K +$256K +3,095 New
FANJ
1357
Financial Architects (New Jersey)
New Jersey
$241K +$1.65K +20 +0.7%
Kovitz Investment Group Partners
1358
Kovitz Investment Group Partners
Illinois
$241K +$11.2K +135 +5%
CPO
1359
Cerity Partners OCIO
New York
$241K +$18.4K +222 +9%
MNBTD
1360
Moody National Bank Trust Division
Texas
$240K
SAM
1361
S.A. Mason
Michigan
$240K +$248 +3 +0.1%
SWA
1362
Safir Wealth Advisors
New Hampshire
$240K +$232K +2,810 New
GIA
1363
Gladstone Institutional Advisory
Florida
$239K -$6.04K -73 -3%
GAM
1364
Gould Asset Management
California
$239K -$2.07K -25 -0.9%
GWSG
1365
GPS Wealth Strategies Group
Colorado
$239K +$13K +157 +6%
FFA
1366
First Foundation Advisors
California
$239K +$231K +2,791 New
VCG
1367
Vantage Consulting Group
Virginia
$239K +$231K +2,794 New
CAM
1368
Claret Asset Management
Quebec, Canada
$238K
OWP
1369
Obermeyer Wealth Partners
Colorado
$238K +$4.13K +50 +2%
HVP
1370
Hudson Value Partners
Florida
$238K +$232K +2,804 New
AC
1371
Athanor Capital
New York
$236K -$7.1M -85,884 -97%
FAT
1372
First American Trust
California
$235K -$3.13M -37,807 -93%
SAA
1373
Southeast Asset Advisors
Georgia
$235K
AAM
1374
Advisors Asset Management
Colorado
$234K +$124K +1,502 +121%
Cohen & Steers
1375
Cohen & Steers
New York
$233K

CL Hedge Fund Activity: Q4 2020 in Review

1,651 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Colgate-Palmolive (CL) for Q4 2020, worth a combined $57.2B — up 11% from $51.7B a quarter earlier.

Buyers outnumbered sellers: 214 funds opened new CL positions and 72 closed out — a net gain of 142 holders — while 522 added to existing stakes and 588 trimmed.

The largest buyer was American Century Companies, adding an estimated $234M. The largest seller was State Street, cutting an estimated $205M.

  • 1,651 institutional investors held Colgate-Palmolive (CL) as of Q4 2020, up from 1,531 in Q3 2020.
  • Funds reported $57.2B of Colgate-Palmolive stock for Q4 2020, up 11% quarter-over-quarter.
  • 214 funds opened new Colgate-Palmolive positions in Q4 2020 and 72 closed out, a net change of +142 holders.
  • The largest Colgate-Palmolive buyer in Q4 2020 was American Century Companies, an estimated $234M added.
  • The largest Colgate-Palmolive seller in Q4 2020 was State Street, an estimated $205M sold.

Based on aggregated 13F filings for Q4 2020.