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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
PFGIA
1376
Patriot Financial Group Insurance Agency
Massachusetts
$13K -$4.51K -69 -25%
WC
1377
Whitney & Co
New York
$13K
EIP
1378
Epoch Investment Partners
New York
$11.3K -$911K -13,933 -7%
MSA
1379
Marino Stram & Associates
Massachusetts
$10K +$65 +1 +0.6%
PFO
1380
Pathstone Family Office
New Jersey
$10K +$65 +1 +0.7%
AC
1381
Avestar Capital
New York
$10K +$1.37K +21 +13%
EWM
1382
Elmwood Wealth Management
California
$9.05K
CB
1383
CNB Bank
Pennsylvania
$9K
JFA
1384
JNBA Financial Advisors
Minnesota
$9K
AIS
1385
Accurate Investment Solutions
Pennsylvania
$8K -$1.57K -24 -16%
FGAM
1386
Financial Gravity Asset Management
Texas
$8K -$327 -5 -4%
TCCM
1387
Timber Creek Capital Management
Massachusetts
$8K
PGWM
1388
Parisi Gray Wealth Management
New Jersey
$7K -$6.54K -100 -50%
JWA
1389
JFS Wealth Advisors
Pennsylvania
$7K +$6.61K +101 New
GBBWRPM
1390
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$6K -$981 -15 -13%
LWA
1391
Lowe Wealth Advisors
Maryland
$6K
NC
1392
NewSquare Capital
Pennsylvania
$6K
SIAS
1393
Shine Investment Advisory Services
Colorado
$6K
BFC
1394
Bedel Financial Consulting
Indiana
$5K
RCG
1395
Ruggie Capital Group
Florida
$5K
SWMG
1396
Signature Wealth Management Group
Georgia
$5K
TC
1397
Trilogy Capital
California
$5K +$523 +8 +11%
BCI
1398
Brinker Capital Investments
Pennsylvania
$5K +$1.24K +19 +37%
QAM
1399
QCI Asset Management
New York
$4K
ME
1400
McIlrath & Eck
Washington
$4K +$3.92K +60 New

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.