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Colgate-Palmolive

1,531 hedge funds and large institutions have $51.7B invested in Colgate-Palmolive in 2020 Q3 according to their latest regulatory filings, with 105 funds opening new positions, 535 increasing their positions, 584 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 77

5% more capital invested

Capital invested by funds: $49.2B → $51.7B (+$2.49B)

1% more funds holding

Funds holding: 1,5171,531 (+14)

0.15% less ownership

Funds ownership: 78.46%78.31% (-0.15%)

8% less repeat investments, than reductions

Existing positions increased: 535 | Existing positions reduced: 584

15% less call options, than puts

Call options by funds: $254M | Put options by funds: $298M

43% less funds holding in top 10

Funds holding in top 10: 2112 (-9)

Holders
1,531
Holders Change
+14
Holders Change %
+0.92%
% of All Funds
30.89%
Holding in Top 10
12
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-42.86%
% of All Funds
0.24%
New
105
Increased
535
Reduced
584
Closed
77
Calls
$254M
Puts
$298M
Net Calls
-$44.5M
Net Calls Change
-$141M
Name Holding Trade Value Shares
Change
Change in
Stake
SBL
1376
Sargent Bickham Lagudis
Colorado
$120K +$30.8K +404 +35%
KTC
1377
Kistler-Tiffany Companies
Pennsylvania
$119K +$26.7K +350 +30%
PO
1378
Private Ocean
California
$118K
FCB
1379
First Command Bank
Texas
$117K
FCFS
1380
First Command Financial Services
Texas
$117K
KCM
1381
Kathmere Capital Management
Pennsylvania
$117K +$116K +1,522 New
FMB
1382
Field & Main Bank
Kentucky
$116K
HL
1383
Harding Loevner
New Jersey
$115K -$146M -1,920,528 -100%
TFGT
1384
TS Financial Group (TSFG)
Illinois
$115K
OSNBOA
1385
Old Second National Bank of Aurora
Illinois
$114K
HR
1386
Howe & Rusling
New York
$113K
DI
1387
Disciplined Investments
Oklahoma
$112K -$5.26K -69 -5%
LS
1388
Leelyn Smith
Illinois
$110K
AIM
1389
Arcadia Investment Management
Michigan
$108K
BCA
1390
Berman Capital Advisors
Georgia
$105K -$66.5K -872 -39%
AAP
1391
Arax Advisory Partners
Colorado
$104K +$305 +4 +0.3%
HFRG
1392
Houlihan Financial Resource Group
Virginia
$100K +$90K +1,180 New
AAM
1393
Advisors Asset Management
Colorado
$96K +$94.5K +1,240 New
FCM
1394
Firestone Capital Management
Florida
$93K -$3.51K -46 -4%
PCTC
1395
Perkins Coie Trust Company
Washington
$93K -$305 -4 -0.3%
BWM
1396
BNC Wealth Management
Oregon
$93K +$91.5K +1,200 New
CIA
1397
Cascade Investment Advisors
Oregon
$92.6K
PMFA
1398
Plante Moran Financial Advisors
Michigan
$92K -$7.47K -98 -8%
IRAG
1399
Investment Research & Advisory Group
Georgia
$90K
CAL
1400
Capital Analysts LLC
Pennsylvania
$89K +$152 +2 +0.2%

CL Hedge Fund Activity: Q3 2020 in Review

1,531 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Colgate-Palmolive (CL) for Q3 2020, worth a combined $51.7B — up 5.1% from $49.2B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new CL positions and 77 closed out — a net gain of 28 holders — while 535 added to existing stakes and 584 trimmed.

The largest buyer was BlackRock, adding an estimated $286M. The largest seller was Caisse de Depot et Placement du Quebec (CDPQ), cutting an estimated $231M.

  • 1,531 institutional investors held Colgate-Palmolive (CL) as of Q3 2020, up from 1,517 in Q2 2020.
  • Funds reported $51.7B of Colgate-Palmolive stock for Q3 2020, up 5.1% quarter-over-quarter.
  • 105 funds opened new Colgate-Palmolive positions in Q3 2020 and 77 closed out, a net change of +28 holders.
  • The largest Colgate-Palmolive buyer in Q3 2020 was BlackRock, an estimated $286M added.
  • The largest Colgate-Palmolive seller in Q3 2020 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $231M sold.

Based on aggregated 13F filings for Q3 2020.