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Colgate-Palmolive

1,741 hedge funds and large institutions have $54.9B invested in Colgate-Palmolive in 2023 Q4 according to their latest regulatory filings, with 228 funds opening new positions, 562 increasing their positions, 642 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

172% more call options, than puts

Call options by funds: $1.12B | Put options by funds: $412M

162% more first-time investments, than exits

New positions opened: 228 | Existing positions closed: 87

16% more capital invested

Capital invested by funds: $47.5B → $54.9B (+$7.41B)

7% more funds holding

Funds holding: 1,6211,741 (+120)

3.04% more ownership

Funds ownership: 80.51%83.55% (+3%)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

12% less repeat investments, than reductions

Existing positions increased: 562 | Existing positions reduced: 642

Holders
1,741
Holders Change
+120
Holders Change %
+7.4%
% of All Funds
25.38%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
228
Increased
562
Reduced
642
Closed
87
Calls
$1.12B
Puts
$412M
Net Calls
+$707M
Net Calls Change
+$816M
Name Holding Trade Value Shares
Change
Change in
Stake
OLA
1376
Oliver Luxxe Assets
New Jersey
$256K +$752 +10 +0.3%
GF
1377
Gimbal Financial
Indiana
$256K +$241K +3,210 New
MMA
1378
Miracle Mile Advisors
California
$256K -$977 -13 -0.4%
FIM
1379
Fernwood Investment Management
Massachusetts
$255K
LCM
1380
LVM Capital Management
Michigan
$255K -$33.6K -447 -12%
ZIG
1381
Zullo Investment Group
Pennsylvania
$255K +$7.07K +94 +3%
MWM
1382
Mission Wealth Management
California
$254K +$240K +3,189 New
HI
1383
Hudock Inc
Pennsylvania
$254K +$150 +2 +0.1%
SS
1384
Sunbelt Securities
Texas
$254K -$4.51K -60 -2%
WPC
1385
White Pine Capital
Minnesota
$253K -$1.43K -19 -0.6%
WPP
1386
Whalerock Point Partners
Rhode Island
$251K
SIC
1387
Sigma Investment Counselors
Michigan
$251K
QC
1388
Quent Capital
New York
$250K -$23.8K -316 -9%
LOPW
1389
Live Oak Private Wealth
North Carolina
$250K -$10.2K -135 -4%
LNB
1390
Ledyard National Bank
$249K
MW
1391
Marcum Wealth
Ohio
$249K -$2.63K -35 -1%
GPA
1392
Garrison Point Advisors
California
$248K
FTIS
1393
First Trust Investment Solutions
Florida
$247K +$233K +3,104 New
HIC
1394
Hartline Investment Corp
Illinois
$247K
HIA
1395
Harbor Investment Advisory
Maryland
$247K
NC
1396
NBW Capital
Massachusetts
$247K +$233K +3,097 New
AAS
1397
Ameritas Advisory Services
Nebraska
$244K -$109K -1,453 -33%
AMG
1398
Asset Management Group
Connecticut
$244K +$1.43K +19 +0.6%
BWP
1399
Baldwin Wealth Partners
Massachusetts
$244K -$45.1K -600 -16%
EFA
1400
Evernest Financial Advisors
Indiana
$244K +$230K +3,055 New

CL Hedge Fund Activity: Q4 2023 in Review

1,741 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Colgate-Palmolive (CL) for Q4 2023, worth a combined $54.9B — up 16% from $47.5B a quarter earlier.

Buyers outnumbered sellers: 228 funds opened new CL positions and 87 closed out — a net gain of 141 holders — while 562 added to existing stakes and 642 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.65B. The largest seller was Wellington Management Group, cutting an estimated $303M.

  • 1,741 institutional investors held Colgate-Palmolive (CL) as of Q4 2023, up from 1,621 in Q3 2023.
  • Funds reported $54.9B of Colgate-Palmolive stock for Q4 2023, up 16% quarter-over-quarter.
  • 228 funds opened new Colgate-Palmolive positions in Q4 2023 and 87 closed out, a net change of +141 holders.
  • The largest Colgate-Palmolive buyer in Q4 2023 was Morgan Stanley, an estimated $1.65B added.
  • The largest Colgate-Palmolive seller in Q4 2023 was Wellington Management Group, an estimated $303M sold.

Based on aggregated 13F filings for Q4 2023.