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Colgate-Palmolive

1,621 hedge funds and large institutions have $47.5B invested in Colgate-Palmolive in 2023 Q3 according to their latest regulatory filings, with 101 funds opening new positions, 504 increasing their positions, 668 reducing their positions, and 140 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.79% more ownership

Funds ownership: 79.73%80.51% (+0.79%)

4% less funds holding

Funds holding: 1,6801,621 (-59)

7% less capital invested

Capital invested by funds: $51B → $47.5B (-$3.49B)

22% less call options, than puts

Call options by funds: $393M | Put options by funds: $502M

23% less funds holding in top 10

Funds holding in top 10: 1310 (-3)

25% less repeat investments, than reductions

Existing positions increased: 504 | Existing positions reduced: 668

28% less first-time investments, than exits

New positions opened: 101 | Existing positions closed: 140

Holders
1,621
Holders Change
-59
Holders Change %
-3.51%
% of All Funds
25.72%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.16%
New
101
Increased
504
Reduced
668
Closed
140
Calls
$393M
Puts
$502M
Net Calls
-$109M
Net Calls Change
-$318M
Name Holding Trade Value Shares
Change
Change in
Stake
GCM
1401
Goldstream Capital Management
Hong Kong
$176K
SWA
1402
SOA Wealth Advisors
New York
$176K +$60.4K +808 +48%
ITIM
1403
Indiana Trust & Investment Management
Indiana
$173K -$22.1K -295 -11%
CT
1404
Clearstead Trust
Maine
$169K
CSC
1405
Caldwell Sutter Capital
California
$164K +$3.96K +53 +2%
AA
1406
Alta Advisers
United Kingdom
$164K
LJHT
1407
Laurie J. Hall Trustee
$160K
CLOS
1408
Compagnie Lombard Odier SCmA
Switzerland
$155K -$60.6K -811 -27%
BSB
1409
Bangor Savings Bank
Maine
$151K -$598 -8 -0.4%
CT
1410
Colonial Trust
South Carolina
$151K +$2.32K +31 +1%
JFGIW
1411
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$151K -$2.62K -35 -2%
MPWT
1412
MassMutual Private Wealth & Trust
Connecticut
$148K +$6.73K +90 +5%
MFC
1413
Mechanics Financial Corp
Ohio
$142K
AGWCA
1414
Annis Gardner Whiting Capital Advisors
Florida
$141K +$148K +1,986 New
IBOK
1415
Independence Bank of Kentucky
Kentucky
$141K -$4.49K -60 -3%
WB
1416
Webster Bank
Connecticut
$139K
SC
1417
Steph & Co
Wisconsin
$137K +$6.88K +92 +5%
DAC
1418
Dividend Assets Capital
South Carolina
$136K
BCP
1419
Blue Chip Partners
Michigan
$133K +$748 +10 +0.5%
JWM
1420
Janiczek Wealth Management
Colorado
$132K +$70.7K +945 +104%
WSCM
1421
Wellington Shields Capital Management
New York
$132K
BWAM
1422
Boyd Watterson Asset Management
Ohio
$130K
HCM
1423
Highlander Capital Management
New Jersey
$129K
MIA
1424
Milestone Investment Advisors
Wisconsin
$125K +$131K +1,758 New
EBA
1425
Eagle Bay Advisors
New York
$122K +$35.5K +475 +38%

CL Hedge Fund Activity: Q3 2023 in Review

1,621 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Colgate-Palmolive (CL) for Q3 2023, worth a combined $47.5B — down 6.8% from $51B a quarter earlier.

Sellers outnumbered buyers: 140 funds closed out of CL and 101 opened new positions — a net loss of 39 holders — while 668 trimmed existing stakes and 504 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $765M. The largest seller was BlackRock, cutting an estimated $229M.

  • 1,621 institutional investors held Colgate-Palmolive (CL) as of Q3 2023, down from 1,680 in Q2 2023.
  • Funds reported $47.5B of Colgate-Palmolive stock for Q3 2023, down 6.8% quarter-over-quarter.
  • 101 funds opened new Colgate-Palmolive positions in Q3 2023 and 140 closed out, a net change of -39 holders.
  • The largest Colgate-Palmolive buyer in Q3 2023 was T. Rowe Price Associates, an estimated $765M added.
  • The largest Colgate-Palmolive seller in Q3 2023 was BlackRock, an estimated $229M sold.

Based on aggregated 13F filings for Q3 2023.