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Colgate-Palmolive

1,651 hedge funds and large institutions have $57.2B invested in Colgate-Palmolive in 2020 Q4 according to their latest regulatory filings, with 214 funds opening new positions, 522 increasing their positions, 588 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

197% more first-time investments, than exits

New positions opened: 214 | Existing positions closed: 72

33% more funds holding in top 10

Funds holding in top 10: 1216 (+4)

11% more capital invested

Capital invested by funds: $51.7B → $57.2B (+$5.54B)

8% more funds holding

Funds holding: 1,5311,651 (+120)

0.26% less ownership

Funds ownership: 78.31%78.05% (-0.26%)

11% less repeat investments, than reductions

Existing positions increased: 522 | Existing positions reduced: 588

18% less call options, than puts

Call options by funds: $277M | Put options by funds: $337M

Holders
1,651
Holders Change
+120
Holders Change %
+7.84%
% of All Funds
29.21%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.28%
New
214
Increased
522
Reduced
588
Closed
72
Calls
$277M
Puts
$337M
Net Calls
-$61M
Net Calls Change
-$16.4M
Name Holding Trade Value Shares
Change
Change in
Stake
DBIA
1376
Dumont & Blake Investment Advisors
New Jersey
$233K +$331 +4 +0.1%
SWM
1377
SVA Wealth Management
Wisconsin
$232K -$2.31K -28 -1%
ARTA
1378
A.R.T. Advisors
New York
$231K +$223K +2,698 New
IC
1379
Intersect Capital
California
$231K +$223K +2,700 New
FIM
1380
Fruth Investment Management
Texas
$230K
IWS
1381
Insight Wealth Strategies
California
$230K +$5.29K +64 +2%
BAAM
1382
Baker Avenue Asset Management
California
$230K +$223K +2,700 New
QCG
1383
Quadrant Capital Group
Ohio
$229K +$19.2K +232 +10%
SW
1384
SteelPeak Wealth
California
$229K +$222K +2,679 New
EM
1385
Excalibur Management
Massachusetts
$228K -$2.07K -25 -0.9%
AAIM
1386
Asset Advisors Investment Management
Georgia
$228K
MAA
1387
Matrix Asset Advisors
New York
$227K
BFPW
1388
BOK Financial Private Wealth
Colorado
$227K +$219K +2,649 New
CFG
1389
Cooper Financial Group
California
$227K +$220K +2,656 New
CFA
1390
Carroll Financial Associates
North Carolina
$226K -$8.43K -102 -4%
SWA
1391
Stratos Wealth Advisors
Ohio
$226K +$218K +2,637 New
FAIM
1392
Financial Advocates Investment Management
Washington
$226K +$219K +2,644 New
HWA
1393
Heartwood Wealth Advisors
Virginia
$224K
PWPS
1394
Pinnacle Wealth Planning Services
Ohio
$224K +$217K +2,629 New
ABP
1395
Arthur B. Page
$223K -$8.27K -100 -4%
MPW
1396
Monterey Private Wealth
California
$223K +$215K +2,603 New
MPI
1397
Mairs & Power Inc
Minnesota
$222K
HFAS
1398
Hummer Financial Advisory Services
Illinois
$222K +$215K +2,600 New
SSA
1399
South Street Advisors
New York
$222K +$215K +2,600 New
ICM
1400
IMS Capital Management
Oregon
$221K +$214K +2,585 New

CL Hedge Fund Activity: Q4 2020 in Review

1,651 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Colgate-Palmolive (CL) for Q4 2020, worth a combined $57.2B — up 11% from $51.7B a quarter earlier.

Buyers outnumbered sellers: 214 funds opened new CL positions and 72 closed out — a net gain of 142 holders — while 522 added to existing stakes and 588 trimmed.

The largest buyer was American Century Companies, adding an estimated $234M. The largest seller was State Street, cutting an estimated $205M.

  • 1,651 institutional investors held Colgate-Palmolive (CL) as of Q4 2020, up from 1,531 in Q3 2020.
  • Funds reported $57.2B of Colgate-Palmolive stock for Q4 2020, up 11% quarter-over-quarter.
  • 214 funds opened new Colgate-Palmolive positions in Q4 2020 and 72 closed out, a net change of +142 holders.
  • The largest Colgate-Palmolive buyer in Q4 2020 was American Century Companies, an estimated $234M added.
  • The largest Colgate-Palmolive seller in Q4 2020 was State Street, an estimated $205M sold.

Based on aggregated 13F filings for Q4 2020.