We are live on ! Find out more
CL icon

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
QCIG
1401
Quad-Cities Investment Group
Iowa
$7K +$63 +1 +0.8%
JWA
1402
JFS Wealth Advisors
Pennsylvania
$6K
MIM
1403
Macroview Investment Management
Maryland
$6K
SIAS
1404
Shine Investment Advisory Services
Colorado
$6K
GWMIA
1405
Global Wealth Management Investment Advisory
Florida
$6K +$5.82K +93 New
FGC
1406
Financial Gravity Companies
Texas
$6K +$6.01K +96 New
FTI
1407
Fiduciary Trust International
Massachusetts
$6K +$6.13K +98 New
AIM
1408
Assured Investment Management
New York
$6K +$6.82K +109 New
NC
1409
NewSquare Capital
Pennsylvania
$5K
RWML
1410
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$4.11K
MFT
1411
Moisand Fitzgerald Tamayo
Florida
$4K -$50.2K -802 -93%
BFC
1412
Bedel Financial Consulting
Indiana
$4K
CT
1413
Clearstead Trust
Maine
$4K
NSG
1414
Nalls Sherbakoff Group
Tennessee
$4K +$4.5K +72 New
ME
1415
McIlrath & Eck
Washington
$3K +$2.94K +47 New
UB
1416
UMB Bank
Missouri
$2.11K +$100K +1,604 +5%
HIM
1417
Hillsdale Investment Management
Ontario, Canada
$2K -$1.25K -20 -40%
HS
1418
Horan Securities
United States
$2K
HCM
1419
Horrell Capital Management
Arkansas
$2K
SA
1420
SRH Advisors
Kansas
$2K
TVWM
1421
Tower View Wealth Management
Wisconsin
$2K +$63 +1 +3%
LC
1422
Lavaca Capital
Texas
$2K +$2.5K +40 New
WA
1423
WBH Advisory
Maryland
$1.29K -$64K -1,023 -4%
GEA
1424
Glen Eagle Advisors
New Jersey
$1.25K +$1.31K +21 New
LFG
1425
Larson Financial Group
Missouri
$1K +$688 +11 New

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.