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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
IWA
1426
Intercontinental Wealth Advisors
Texas
$211K -$108K -1,399 -34%
ITIM
1427
Indiana Trust & Investment Management
Indiana
$211K -$19.4K -250 -8%
SAM
1428
Secure Asset Management
Michigan
$210K +$851 +11 +0.4%
CFO
1429
CVA Family Office
Colorado
$210K +$16.5K +213 +8%
NP
1430
NorthRock Partners
Minnesota
$209K -$8.52K -110 -4%
LSPW
1431
Lake Street Private Wealth
Illinois
$209K -$9.91K -128 -5%
PFGIA
1432
Patriot Financial Group Insurance Agency
Massachusetts
$208K +$209K +2,705 New
SA
1433
SL Advisors
New Jersey
$208K
TLP
1434
Tri Locum Partners
New York
$208K +$209K +2,701 New
SSW
1435
Stone Summit Wealth
Florida
$208K
FIM
1436
Fruth Investment Management
Texas
$208K
LCM
1437
Laurion Capital Management
New York
$206K +$207K +2,677 New
AAIM
1438
Asset Advisors Investment Management
Georgia
$206K
BWM
1439
Baystate Wealth Management
Massachusetts
$204K +$71.7K +926 +54%
EL
1440
Essex LLC
Illinois
$204K -$27.1K -350 -12%
MAA
1441
Matrix Asset Advisors
New York
$204K +$205K +2,650 New
Wolverine Trading
1442
Wolverine Trading
Illinois
$203K -$1.28M -16,494 -86%
BWA
1443
BDO Wealth Advisors
Florida
$203K +$2.32K +30 +1%
GSB
1444
Greenfield Savings Bank
Massachusetts
$203K -$11.6K -150 -5%
LC
1445
Landaas & Company
Wisconsin
$202K -$16.3K -210 -7%
JEST
1446
JTC Employer Solutions Trustee
Jersey
$202K
MU
1447
Mirova US
Massachusetts
$202K +$203K +2,622 New
CFO
1448
Collective Family Office
Pennsylvania
$200K +$201K +2,602 New
OWA
1449
Opal Wealth Advisors
New York
$200K +$201K +2,601 New
SSA
1450
South Street Advisors
New York
$200K +$201K +2,600 New

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.