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Colgate-Palmolive

1,680 hedge funds and large institutions have $51B invested in Colgate-Palmolive in 2023 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 543 increasing their positions, 693 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more call options, than puts

Call options by funds: $458M | Put options by funds: $250M

38% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 81

1% more funds holding

Funds holding: 1,6581,680 (+22)

1% more capital invested

Capital invested by funds: $50.6B → $51B (+$363M)

1.26% less ownership

Funds ownership: 80.98%79.73% (-1.3%)

13% less funds holding in top 10

Funds holding in top 10: 1513 (-2)

22% less repeat investments, than reductions

Existing positions increased: 543 | Existing positions reduced: 693

Holders
1,680
Holders Change
+22
Holders Change %
+1.33%
% of All Funds
26.37%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.2%
New
112
Increased
543
Reduced
693
Closed
81
Calls
$458M
Puts
$250M
Net Calls
+$208M
Net Calls Change
+$54.9M
Name Holding Trade Value Shares
Change
Change in
Stake
CF
1351
Centaurus Financial
California
$252K -$50.9K -658 -17%
WHG
1352
Westwood Holdings Group
Texas
$252K -$26.5K -342 -9%
ZIC
1353
ZWJ Investment Counsel
Georgia
$250K -$29.3K -379 -10%
WAP
1354
Wealthcare Advisory Partners
Pennsylvania
$250K +$7.43K +96 +3%
WPC
1355
Waters Parkerson & Co
Louisiana
$250K
AT
1356
Arden Trust
Delaware
$249K -$85.1K -1,099 -25%
HCM
1357
Hengehold Capital Management
Ohio
$249K
MC
1358
Middleton & Co
Massachusetts
$248K
CWM
1359
Compass Wealth Management
Connecticut
$248K
KCPG
1360
Kavar Capital Partners Group
Kansas
$247K -$4.26K -55 -2%
PCA
1361
Prosperity Capital Advisors
Ohio
$247K
FIM
1362
Fernwood Investment Management
Massachusetts
$247K
OLA
1363
Oliver Luxxe Assets
New Jersey
$247K
SG
1364
StoneX Group
New York
$246K +$20K +259 +9%
HI
1365
Hudock Inc
Pennsylvania
$245K -$3.25K -42 -1%
SW
1366
SteelPeak Wealth
California
$244K +$245K +3,169 New
CAG
1367
Crestwood Advisors Group
Massachusetts
$244K +$6.5K +84 +3%
SAM
1368
S.A. Mason
Michigan
$244K
SIA
1369
Schechter Investment Advisors
Michigan
$243K +$29.7K +384 +14%
WPP
1370
Whalerock Point Partners
Rhode Island
$243K +$6.19K +80 +3%
SIC
1371
Sigma Investment Counselors
Michigan
$243K
PA
1372
Procyon Advisors
Connecticut
$243K -$4.1K -53 -2%
FAB
1373
First American Bank
Illinois
$242K
CCWM
1374
Cassaday & Co Wealth Management
Virginia
$241K -$63.7K -823 -21%
SFS
1375
Strategic Financial Services
New York
$241K

CL Hedge Fund Activity: Q2 2023 in Review

1,680 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Colgate-Palmolive (CL) for Q2 2023, worth a combined $51B — up 0.72% from $50.6B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new CL positions and 81 closed out — a net gain of 31 holders — while 543 added to existing stakes and 693 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $1.08B. The largest seller was Third Point, exiting entirely with an estimated $830M sold.

  • 1,680 institutional investors held Colgate-Palmolive (CL) as of Q2 2023, up from 1,658 in Q1 2023.
  • Funds reported $51B of Colgate-Palmolive stock for Q2 2023, up 0.72% quarter-over-quarter.
  • 112 funds opened new Colgate-Palmolive positions in Q2 2023 and 81 closed out, a net change of +31 holders.
  • The largest Colgate-Palmolive buyer in Q2 2023 was T. Rowe Price Associates, an estimated $1.08B added.
  • The largest Colgate-Palmolive seller in Q2 2023 was Third Point, an estimated $830M sold.

Based on aggregated 13F filings for Q2 2023.