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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
MA
1401
MJP Associates
Connecticut
$219K +$212K +2,566 New
SWA
1402
Sax Wealth Advisors
New Jersey
$218K +$210K +2,545 New
SAM
1403
Secure Asset Management
Michigan
$218K +$211K +2,548 New
ACP
1404
Aviance Capital Partners
Florida
$218K +$211K +2,550 New
WP
1405
WealthSource Partners
California
$217K -$156K -1,882 -43%
NGA
1406
Naples Global Advisors
Florida
$217K +$210K +2,536 New
SEEDPG
1407
S.E.E.D. Planning Group
New York
$216K -$289K -3,495 -58%
APW
1408
Acima Private Wealth
Virginia
$215K
CL
1409
Choreo LLC
Illinois
$215K +$208K +2,510 New
WB
1410
Webster Bank
Connecticut
$214K -$4.13K -50 -2%
GC
1411
Grace Capital
Massachusetts
$214K
SOAMC
1412
Spirit of America Management Corp
New York
$214K
NJBEST
1413
New Jersey Better Educational Savings Trust
New Jersey
$214K +$207K +2,500 New
SCA
1414
STALEY CAPITAL ADVISERS
Pennsylvania
$214K +$207K +2,500 New
CHA
1415
Carmichael Hill & Associates
Maryland
$213K +$165 +2 +0.1%
RPGK
1416
Retirement Planning Group (Kansas)
Kansas
$213K +$206K +2,492 New
ITIM
1417
Indiana Trust & Investment Management
Indiana
$212K +$205K +2,478 New
VCP
1418
Vista Capital Partners
Oregon
$212K +$205K +2,479 New
LDB
1419
Lee, Danner & Bass
Tennessee
$212K +$205K +2,481 New
HVIA
1420
Hudson Valley Investment Advisors
New York
$211K +$204K +2,463 New
IA
1421
IFG Advisory
Georgia
$209K +$202K +2,446 New
NFG
1422
Next Financial Group
Texas
$206K
AFAS
1423
Acorn Financial Advisory Services
Virginia
$206K +$200K +2,414 New
OPTFSNA
1424
Old Point Trust & Financial Services N A
Virginia
$205K +$198K +2,400 New
PAM
1425
Peninsula Asset Management
Florida
$205K +$198K +2,400 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.