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Colgate-Palmolive

1,680 hedge funds and large institutions have $51B invested in Colgate-Palmolive in 2023 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 543 increasing their positions, 693 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more call options, than puts

Call options by funds: $458M | Put options by funds: $250M

38% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 81

1% more funds holding

Funds holding: 1,6581,680 (+22)

1% more capital invested

Capital invested by funds: $50.6B → $51B (+$363M)

1.26% less ownership

Funds ownership: 80.98%79.73% (-1.3%)

13% less funds holding in top 10

Funds holding in top 10: 1513 (-2)

22% less repeat investments, than reductions

Existing positions increased: 543 | Existing positions reduced: 693

Holders
1,680
Holders Change
+22
Holders Change %
+1.33%
% of All Funds
26.37%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.2%
New
112
Increased
543
Reduced
693
Closed
81
Calls
$458M
Puts
$250M
Net Calls
+$208M
Net Calls Change
+$54.9M
Name Holding Trade Value Shares
Change
Change in
Stake
KA
1401
Klingman & Associates
New York
$227K +$3.48K +45 +2%
PWM
1402
PRW Wealth Management
Massachusetts
$226K
MPW
1403
Monterey Private Wealth
California
$224K +$1.86K +24 +0.8%
IAN
1404
Integrated Advisors Network
Texas
$224K +$225K +2,910 New
CHA
1405
Carmichael Hill & Associates
Maryland
$224K +$46.6K +602 +26%
FFA
1406
Fortune Financial Advisors
Kansas
$224K +$225K +2,902 New
BONST
1407
Bank of Nova Scotia Trust
Ontario, Canada
$223K
CCM
1408
Carlson Capital Management
Minnesota
$223K
CT
1409
Columbia Trust
Oregon
$223K
DWT
1410
Dorsey & Whitney Trust
South Dakota
$223K -$58.5K -756 -21%
MCM
1411
Manchester Capital Management
Vermont
$221K +$2.55K +33 +1%
LNWTC
1412
Laird Norton Wetherby Trust Company
Washington
$221K
GSEP
1413
Golden State Equity Partners
California
$221K -$4.95K -64 -2%
FGA
1414
Fortis Group Advisors
New Jersey
$220K
SF
1415
Safeguard Financial
Wisconsin
$220K
PP
1416
PDS Planning
Ohio
$218K +$219K +2,826 New
DE
1417
Day & Ennis
Georgia
$218K -$4.41K -57 -2%
CFP
1418
Catalyst Financial Partners
Massachusetts
$217K +$218K +2,818 New
BOPW
1419
Brandywine Oak Private Wealth
Pennsylvania
$214K -$65K -840 -23%
Cohen & Steers
1420
Cohen & Steers
New York
$213K
SOW
1421
State of Wyoming
Wyoming
$212K +$74.3K +960 +53%
ETIA
1422
Epic Trust Investment Advisors
Washington
$212K +$213K +2,753 New
FFA
1423
Founders Financial Alliance
North Carolina
$212K +$213K +2,752 New
ATIA
1424
American Trust Investment Advisors
New Hampshire
$211K
SMWM
1425
Silvia McColl Wealth Management
California
$211K

CL Hedge Fund Activity: Q2 2023 in Review

1,680 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Colgate-Palmolive (CL) for Q2 2023, worth a combined $51B — up 0.72% from $50.6B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new CL positions and 81 closed out — a net gain of 31 holders — while 543 added to existing stakes and 693 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $1.08B. The largest seller was Third Point, exiting entirely with an estimated $830M sold.

  • 1,680 institutional investors held Colgate-Palmolive (CL) as of Q2 2023, up from 1,658 in Q1 2023.
  • Funds reported $51B of Colgate-Palmolive stock for Q2 2023, up 0.72% quarter-over-quarter.
  • 112 funds opened new Colgate-Palmolive positions in Q2 2023 and 81 closed out, a net change of +31 holders.
  • The largest Colgate-Palmolive buyer in Q2 2023 was T. Rowe Price Associates, an estimated $1.08B added.
  • The largest Colgate-Palmolive seller in Q2 2023 was Third Point, an estimated $830M sold.

Based on aggregated 13F filings for Q2 2023.