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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
SIS
1451
Sound Income Strategies
Florida
$24K
CPA
1452
Cowen Prime Advisors
New York
$24K +$23.9K +350 New
WLPWM
1453
Walled Lake Planning & Wealth Management
Illinois
$24K +$23.9K +350 New
RFM
1454
Royal Fund Management
Florida
$23K +$2.25K +33 +11%
WPA
1455
West Paces Advisors
Georgia
$21.9K
OIA
1456
Optimum Investment Advisors
Illinois
$21K -$13.6K -200 -40%
IA
1457
IndexIQ Advisors
New York
$21K +$20.3K +298 New
TI
1458
tru Independence
Oregon
$21K +$21.3K +313 New
C
1459
Cerebellum
California
$20K -$392K -5,754 -95%
TCM
1460
Tanaka Capital Management
New York
$20K
BCM
1461
Bourgeon Capital Management
Connecticut
$18K +$68 +1 +0.4%
WAS
1462
Winch Advisory Services
Wisconsin
$17K -$4.16K -61 -20%
PCA
1463
Providence Capital Advisors
North Carolina
$17K
PA
1464
Procyon Advisors
Connecticut
$17K +$16.8K +247 New
RWML
1465
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$16.5K
GTAM
1466
Global Trust Asset Management
Florida
$16K
SC
1467
Solstein Capital
California
$16K +$15.8K +232 New
PFGIA
1468
Patriot Financial Group Insurance Agency
Massachusetts
$15K -$68 -1 -0.4%
JWA
1469
JFS Wealth Advisors
Pennsylvania
$15K +$6.82K +100 +86%
PCFFS
1470
Pacific Center for Financial Services
California
$14K -$13.6K -200 -50%
PO
1471
Private Ocean
California
$14K
VCS
1472
Vaughan & Co Securities
New Jersey
$13.8K +$13.6K +200 New
TFA
1473
Tobias Financial Advisors
Florida
$13K +$13.6K +200 New
FBT
1474
First Bank & Trust
South Dakota
$12K -$31.8K -466 -73%
LWM
1475
Liberty Wealth Management
California
$12K -$2.52K -37 -17%

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.