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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
HWM
1376
Holloway Wealth Management
Florida
$17K
TCM
1377
Tanaka Capital Management
New York
$17K
JCM
1378
Julex Capital Management
Massachusetts
$17K +$18.8K +301 New
MOS
1379
MGO One Seven
Ohio
$16K +$17.8K +285 New
PCA
1380
Providence Capital Advisors
North Carolina
$15K
BAM
1381
Bruderman Asset Management
New York
$14K -$21.6K -346 -59%
EWM
1382
Executive Wealth Management
Michigan
$14K +$14.4K +230 New
SIAG
1383
Signet Investment Advisory Group
Rhode Island
$14K +$15.5K +247 New
RTC
1384
Riverview Trust Company
Washington
$13K +$13.3K +212 New
CWA
1385
Clarus Wealth Advisors
Arizona
$12K +$125 +2 +1%
WCM
1386
WealthBridge Capital Management
Ohio
$12K +$12.6K +202 New
WIM
1387
Westside Investment Management
California
$11.9K -$7.13K -114 -36%
MSA
1388
Marino Stram & Associates
Massachusetts
$10K
AC
1389
Avestar Capital
New York
$10K +$63 +1 +0.5%
QAM
1390
QCI Asset Management
New York
$10K +$6.51K +104 +176%
NIM
1391
NuWave Investment Management
New Jersey
$10K +$8.32K +133 +309%
CAM
1392
Close Asset Management
United Kingdom
$9K -$3.56M -56,955 -100%
CB
1393
CNB Bank
Pennsylvania
$9K
CI
1394
CX Institutional
Indiana
$9K +$9.63K +154 New
JFA
1395
JNBA Financial Advisors
Minnesota
$8K -$175K -2,804 -95%
AIS
1396
Accurate Investment Solutions
Pennsylvania
$8K
VRM
1397
Vectors Research Management
New York
$8K
EWM
1398
Elmwood Wealth Management
California
$8K +$63 +1 +0.7%
CFA
1399
Clarfeld Financial Advisors
New York
$8K +$8.01K +128 New
FRA
1400
Front Row Advisors
California
$7K

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.