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Colgate-Palmolive

1,447 hedge funds and large institutions have $48.9B invested in Colgate-Palmolive in 2019 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 489 increasing their positions, 569 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more call options, than puts

Call options by funds: $463M | Put options by funds: $300M

3% more capital invested

Capital invested by funds: $47.4B → $48.9B (+$1.58B)

0.54% more ownership

Funds ownership: 77.26%77.8% (+0.54%)

1% less funds holding

Funds holding: 1,4571,447 (-10)

2% less first-time investments, than exits

New positions opened: 80 | Existing positions closed: 82

8% less funds holding in top 10

Funds holding in top 10: 2422 (-2)

14% less repeat investments, than reductions

Existing positions increased: 489 | Existing positions reduced: 569

Holders
1,447
Holders Change
-10
Holders Change %
-0.69%
% of All Funds
31.73%
Holding in Top 10
22
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.33%
% of All Funds
0.48%
New
80
Increased
489
Reduced
569
Closed
82
Calls
$463M
Puts
$300M
Net Calls
+$163M
Net Calls Change
+$3.06M
Name Holding Trade Value Shares
Change
Change in
Stake
BWL
1376
Bogart Wealth LLC
Virginia
$41K
APSP
1377
Asset Planning Services (Pennsylvania)
Pennsylvania
$41K +$218 +3 +0.5%
OIA
1378
Optimum Investment Advisors
Illinois
$37K -$7.25K -100 -17%
EARNEST Partners
1379
EARNEST Partners
Georgia
$37K
ETI
1380
Enterprise Trust & Investment
California
$37K
GSWM
1381
Golden State Wealth Management
California
$37K
EW
1382
Evoke Wealth
California
$36.5K +$36K +496 New
LF
1383
Lee Financial
Texas
$35K
TCCM
1384
Timber Creek Capital Management
Massachusetts
$34K
KWA
1385
KCS Wealth Advisory
California
$33.5K +$33.1K +456 New
HCA
1386
Horan Capital Advisors
Ohio
$32K +$31.3K +432 New
KFS
1387
Kelly Financial Services
Massachusetts
$31.2K -$1.74K -24 -5%
HCM
1388
Hilton Capital Management
New York
$29K
LD
1389
Lipe & Dalton
New York
$29K
PCFFS
1390
Pacific Center for Financial Services
California
$29K
TC
1391
Trust Company
Kansas
$29K
JCM
1392
Julex Capital Management
Massachusetts
$27K +$9.58K +132 +57%
EAM
1393
Erste Asset Management
Austria
$25.9K
ECM
1394
Estabrook Capital Management
New York
$25.7K
SIS
1395
Sound Income Strategies
Florida
$25K
WPA
1396
West Paces Advisors
Georgia
$23.4K
WAS
1397
Winch Advisory Services
Wisconsin
$23K
RFM
1398
Royal Fund Management
Florida
$22K
TCM
1399
Tanaka Capital Management
New York
$21K
BCM
1400
Bourgeon Capital Management
Connecticut
$19K +$18.6K +256 New

CL Hedge Fund Activity: Q3 2019 in Review

1,447 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Colgate-Palmolive (CL) for Q3 2019, worth a combined $48.9B — up 3.3% from $47.4B a quarter earlier.

Sellers outnumbered buyers: 82 funds closed out of CL and 80 opened new positions — a net loss of 2 holders — while 569 trimmed existing stakes and 489 added.

The largest buyer was American Century Companies, adding an estimated $367M. The largest seller was Fidelity Investments, cutting an estimated $154M.

  • 1,447 institutional investors held Colgate-Palmolive (CL) as of Q3 2019, down from 1,457 in Q2 2019.
  • Funds reported $48.9B of Colgate-Palmolive stock for Q3 2019, up 3.3% quarter-over-quarter.
  • 80 funds opened new Colgate-Palmolive positions in Q3 2019 and 82 closed out, a net change of -2 holders.
  • The largest Colgate-Palmolive buyer in Q3 2019 was American Century Companies, an estimated $367M added.
  • The largest Colgate-Palmolive seller in Q3 2019 was Fidelity Investments, an estimated $154M sold.

Based on aggregated 13F filings for Q3 2019.