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Colgate-Palmolive

1,741 hedge funds and large institutions have $54.9B invested in Colgate-Palmolive in 2023 Q4 according to their latest regulatory filings, with 228 funds opening new positions, 562 increasing their positions, 642 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

172% more call options, than puts

Call options by funds: $1.12B | Put options by funds: $412M

162% more first-time investments, than exits

New positions opened: 228 | Existing positions closed: 87

16% more capital invested

Capital invested by funds: $47.5B → $54.9B (+$7.41B)

7% more funds holding

Funds holding: 1,6211,741 (+120)

3.04% more ownership

Funds ownership: 80.51%83.55% (+3%)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

12% less repeat investments, than reductions

Existing positions increased: 562 | Existing positions reduced: 642

Holders
1,741
Holders Change
+120
Holders Change %
+7.4%
% of All Funds
25.38%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
228
Increased
562
Reduced
642
Closed
87
Calls
$1.12B
Puts
$412M
Net Calls
+$707M
Net Calls Change
+$816M
Name Holding Trade Value Shares
Change
Change in
Stake
WA
1351
Wambolt & Associates
Colorado
$269K +$1.28K +17 +0.5%
AA
1352
Addison Advisors
Vermont
$268K +$12.6K +168 +5%
KA
1353
Klingman & Associates
New York
$268K -$977 -13 -0.4%
TIMH
1354
Tilt Investment Management Holdings
New York
$268K -$76.5K -1,018 -23%
CA
1355
Carson Advisory
Georgia
$268K +$150 +2 +0.1%
MSAM
1356
Moloney Securities Asset Management
Missouri
$267K -$6.47K -86 -2%
AFG
1357
Atomi Financial Group
New York
$267K +$252K +3,353 New
CFGA
1358
Cambridge Financial Group (Arizona)
Arizona
$267K +$252K +3,350 New
WFAG
1359
Wescott Financial Advisory Group
Pennsylvania
$267K +$301 +4 +0.1%
SG
1360
StoneX Group
New York
$266K -$2.26K -30 -0.9%
ARC
1361
Advisor Resource Council
Texas
$266K +$251K +3,341 New
FWP
1362
Falcon Wealth Planning
California
$266K
RMSCM
1363
R.M. Sincerbeaux Capital Management
New York
$266K
FL
1364
Fort LP
Maryland
$266K -$11K -146 -4%
DCM
1365
Donaldson Capital Management
Indiana
$265K -$11.4K -151 -4%
ACA
1366
Affinity Capital Advisors
California
$263K -$451 -6 -0.2%
FA
1367
Fountainhead AM
New Jersey
$261K
SAM
1368
S.A. Mason
Michigan
$260K +$301 +4 +0.1%
PCA
1369
Prosperity Capital Advisors
Ohio
$259K +$3.61K +48 +1%
LSPW
1370
Lake Street Private Wealth
Illinois
$258K +$243K +3,234 New
HCM
1371
Hengehold Capital Management
Ohio
$257K
MC
1372
Middleton & Co
Massachusetts
$257K
CWM
1373
Compass Wealth Management
Connecticut
$256K
WHG
1374
Westwood Holdings Group
Texas
$256K
Fisher Asset Management
1375
Fisher Asset Management
Washington
$256K +$220K +2,921 +1,011%

CL Hedge Fund Activity: Q4 2023 in Review

1,741 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Colgate-Palmolive (CL) for Q4 2023, worth a combined $54.9B — up 16% from $47.5B a quarter earlier.

Buyers outnumbered sellers: 228 funds opened new CL positions and 87 closed out — a net gain of 141 holders — while 562 added to existing stakes and 642 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.65B. The largest seller was Wellington Management Group, cutting an estimated $303M.

  • 1,741 institutional investors held Colgate-Palmolive (CL) as of Q4 2023, up from 1,621 in Q3 2023.
  • Funds reported $54.9B of Colgate-Palmolive stock for Q4 2023, up 16% quarter-over-quarter.
  • 228 funds opened new Colgate-Palmolive positions in Q4 2023 and 87 closed out, a net change of +141 holders.
  • The largest Colgate-Palmolive buyer in Q4 2023 was Morgan Stanley, an estimated $1.65B added.
  • The largest Colgate-Palmolive seller in Q4 2023 was Wellington Management Group, an estimated $303M sold.

Based on aggregated 13F filings for Q4 2023.