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Colgate-Palmolive

1,510 hedge funds and large institutions have $45.9B invested in Colgate-Palmolive in 2019 Q4 according to their latest regulatory filings, with 177 funds opening new positions, 473 increasing their positions, 588 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 177 | Existing positions closed: 94

4% more funds holding

Funds holding: 1,4471,510 (+63)

0.1% more ownership

Funds ownership: 77.8%77.9% (+0.1%)

6% less capital invested

Capital invested by funds: $48.9B → $45.9B (-$3.02B)

16% less call options, than puts

Call options by funds: $309M | Put options by funds: $366M

18% less funds holding in top 10

Funds holding in top 10: 2218 (-4)

20% less repeat investments, than reductions

Existing positions increased: 473 | Existing positions reduced: 588

Holders
1,510
Holders Change
+63
Holders Change %
+4.35%
% of All Funds
29.75%
Holding in Top 10
18
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-18.18%
% of All Funds
0.35%
New
177
Increased
473
Reduced
588
Closed
94
Calls
$309M
Puts
$366M
Net Calls
-$57.1M
Net Calls Change
-$220M
Name Holding Trade Value Shares
Change
Change in
Stake
MWA
1426
Moser Wealth Advisors
Washington
$45K +$44.3K +650 New
TFO
1427
Tarbox Family Office
California
$44K +$750 +11 +2%
MF
1428
Manchester Financial
California
$44K +$44K +645 New
EW
1429
Evoke Wealth
California
$43.4K +$9.2K +135 +27%
1W
1430
1776 Wealth
Georgia
$43K +$43.4K +636 New
GEA
1431
Glen Eagle Advisors
New Jersey
$42.4K +$34.1K +500 +431%
GI
1432
Gradient Investments
Minnesota
$42K -$136 -2 -0.3%
MA
1433
MCF Advisors
Kentucky
$41K
PR
1434
Payden & Rygel
California
$41K
CMA
1435
Cedar Mountain Advisors
Oregon
$41K +$40.6K +596 New
HWA
1436
Heritage Wealth Advisors
Virginia
$40.5K
KWM
1437
Keebeck Wealth Management
Illinois
$39K +$39K +572 New
WB
1438
West Bancorporation
Iowa
$38K +$38K +558 New
SFSIG
1439
San Francisco Sentry Investment Group
California
$36K -$11.9K -175 -25%
PP
1440
Pacifica Partners
Canada
$36K +$35.2K +517 New
EARNEST Partners
1441
EARNEST Partners
Georgia
$34K
ETI
1442
Enterprise Trust & Investment
California
$34K
PCA
1443
Peddock Capital Advisors
Massachusetts
$34K +$34.1K +500 New
LF
1444
Lee Financial
Texas
$33K
TCCM
1445
Timber Creek Capital Management
Massachusetts
$32K
EWM
1446
EPG Wealth Management
Georgia
$32K +$31.6K +464 New
HCA
1447
Horan Capital Advisors
Ohio
$30K
KFS
1448
Kelly Financial Services
Massachusetts
$29.4K +$136 +2 +0.5%
TC
1449
Trust Company
Kansas
$28K
ECM
1450
Estabrook Capital Management
New York
$24.1K

CL Hedge Fund Activity: Q4 2019 in Review

1,510 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Colgate-Palmolive (CL) for Q4 2019, worth a combined $45.9B — down 6.2% from $48.9B a quarter earlier.

Buyers outnumbered sellers: 177 funds opened new CL positions and 94 closed out — a net gain of 83 holders — while 473 added to existing stakes and 588 trimmed.

The largest buyer was Tikehau Investment Management, opening a new position worth an estimated $260M. The largest seller was Fiera Capital (Canada), cutting an estimated $244M.

  • 1,510 institutional investors held Colgate-Palmolive (CL) as of Q4 2019, up from 1,447 in Q3 2019.
  • Funds reported $45.9B of Colgate-Palmolive stock for Q4 2019, down 6.2% quarter-over-quarter.
  • 177 funds opened new Colgate-Palmolive positions in Q4 2019 and 94 closed out, a net change of +83 holders.
  • The largest Colgate-Palmolive buyer in Q4 2019 was Tikehau Investment Management, an estimated $260M added.
  • The largest Colgate-Palmolive seller in Q4 2019 was Fiera Capital (Canada), an estimated $244M sold.

Based on aggregated 13F filings for Q4 2019.