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Colgate-Palmolive

1,741 hedge funds and large institutions have $54.9B invested in Colgate-Palmolive in 2023 Q4 according to their latest regulatory filings, with 228 funds opening new positions, 562 increasing their positions, 642 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

172% more call options, than puts

Call options by funds: $1.12B | Put options by funds: $412M

162% more first-time investments, than exits

New positions opened: 228 | Existing positions closed: 87

16% more capital invested

Capital invested by funds: $47.5B → $54.9B (+$7.41B)

7% more funds holding

Funds holding: 1,6211,741 (+120)

3.04% more ownership

Funds ownership: 80.51%83.55% (+3%)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

12% less repeat investments, than reductions

Existing positions increased: 562 | Existing positions reduced: 642

Holders
1,741
Holders Change
+120
Holders Change %
+7.4%
% of All Funds
25.38%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
228
Increased
562
Reduced
642
Closed
87
Calls
$1.12B
Puts
$412M
Net Calls
+$707M
Net Calls Change
+$816M
Name Holding Trade Value Shares
Change
Change in
Stake
HWA
1451
HCR Wealth Advisors
California
$218K +$205K +2,730 New
BOPW
1452
Brandywine Oak Private Wealth
Pennsylvania
$216K +$204K +2,711 New
IFG
1453
Independent Financial Group
California
$216K -$78.3K -1,041 -28%
SFS
1454
Strategic Financial Services
New York
$216K +$204K +2,710 New
LA
1455
Legacy Advisors
Pennsylvania
$215K -$95.6K -1,272 -32%
FGA
1456
Fortis Group Advisors
New Jersey
$215K
FIM
1457
Fruth Investment Management
Texas
$215K +$203K +2,700 New
NRW
1458
Nova R Wealth
Kansas
$214K +$202K +2,691 New
SAM
1459
Secure Asset Management
Michigan
$214K +$202K +2,683 New
BWM
1460
Baystate Wealth Management
Massachusetts
$213K +$1.28K +17 +0.6%
AAIM
1461
Asset Advisors Investment Management
Georgia
$213K +$201K +2,670 New
FFA
1462
Founders Financial Alliance
North Carolina
$212K +$200K +2,666 New
EL
1463
Essex LLC
Illinois
$211K +$199K +2,650 New
KIG
1464
Kessler Investment Group
Indiana
$211K +$199K +2,650 New
MAA
1465
Matrix Asset Advisors
New York
$211K +$199K +2,650 New
ADBIC
1466
A.D. Beadell Investment Counsel
Wisconsin
$211K +$199K +2,650 New
LAM
1467
L2 Asset Management
Massachusetts
$211K +$199K +2,642 New
AF
1468
Apexium Financial
Texas
$210K +$198K +2,640 New
EWM
1469
EPG Wealth Management
Georgia
$210K +$189K +2,520 New
SEP
1470
Southland Equity Partners
Missouri
$210K +$198K +2,638 New
MPIA
1471
Mountain Pacific Investment Advisers
Idaho
$210K +$198K +2,635 New
FWIA
1472
Fort Washington Investment Advisors
Ohio
$210K -$26.3K -350 -12%
NRG
1473
Nemes Rush Group
Michigan
$209K
LC
1474
Landaas & Company
Wisconsin
$209K +$197K +2,620 New
DCM
1475
DGS Capital Management
New Jersey
$209K +$197K +2,622 New

CL Hedge Fund Activity: Q4 2023 in Review

1,741 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Colgate-Palmolive (CL) for Q4 2023, worth a combined $54.9B — up 16% from $47.5B a quarter earlier.

Buyers outnumbered sellers: 228 funds opened new CL positions and 87 closed out — a net gain of 141 holders — while 562 added to existing stakes and 642 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.65B. The largest seller was Wellington Management Group, cutting an estimated $303M.

  • 1,741 institutional investors held Colgate-Palmolive (CL) as of Q4 2023, up from 1,621 in Q3 2023.
  • Funds reported $54.9B of Colgate-Palmolive stock for Q4 2023, up 16% quarter-over-quarter.
  • 228 funds opened new Colgate-Palmolive positions in Q4 2023 and 87 closed out, a net change of +141 holders.
  • The largest Colgate-Palmolive buyer in Q4 2023 was Morgan Stanley, an estimated $1.65B added.
  • The largest Colgate-Palmolive seller in Q4 2023 was Wellington Management Group, an estimated $303M sold.

Based on aggregated 13F filings for Q4 2023.