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Colgate-Palmolive

1,417 hedge funds and large institutions have $42.7B invested in Colgate-Palmolive in 2018 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 457 increasing their positions, 599 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.06% more ownership

Funds ownership: 74.64%75.7% (+1.1%)

6% less call options, than puts

Call options by funds: $415M | Put options by funds: $439M

9% less first-time investments, than exits

New positions opened: 85 | Existing positions closed: 93

1% less funds holding

Funds holding: 1,4381,417 (-21)

9% less capital invested

Capital invested by funds: $46.7B → $42.7B (-$4.04B)

17% less funds holding in top 10

Funds holding in top 10: 2420 (-4)

24% less repeat investments, than reductions

Existing positions increased: 457 | Existing positions reduced: 599

Holders
1,417
Holders Change
-21
Holders Change %
-1.46%
% of All Funds
32.44%
Holding in Top 10
20
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-16.67%
% of All Funds
0.46%
New
85
Increased
457
Reduced
599
Closed
93
Calls
$415M
Puts
$439M
Net Calls
-$24.2M
Net Calls Change
+$53.6M
Name Holding Trade Value Shares
Change
Change in
Stake
MWA
126
Marshall Wace Asia
Hong Kong
$42M -$44.5M -680,836 -51%
Mackenzie Financial
127
Mackenzie Financial
Ontario, Canada
$41.5M -$2.21M -33,722 -5%
PC
128
Packer & Co
Australia
$41M +$8.33M +127,336 +25%
GAM
129
Gotham Asset Management
New York
$40.3M +$29.4M +449,964 +262%
KeyBank National Association
130
KeyBank National Association
Ohio
$39.9M -$1.13M -17,288 -3%
Grantham, Mayo, Van Otterloo & Co (GMO)
131
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$39M +$317K +4,852 +0.8%
MP
132
Manikay Partners
New York
$38.9M
Public Sector Pension Investment Board (PSP Investments)
133
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$38.8M +$24M +366,500 +158%
Teacher Retirement System of Texas
134
Teacher Retirement System of Texas
Texas
$38.6M -$8.43M -128,925 -18%
BTW
135
Boston Trust Walden
Massachusetts
$37.2M +$1.72M +26,235 +5%
Toronto Dominion Bank
136
Toronto Dominion Bank
Ontario, Canada
$37.1M +$5.64M +86,262 +18%
UCFA
137
United Capital Financial Advisors
Texas
$37M +$8.88M +135,801 +31%
Ohio Public Employees Retirement System (OPERS)
138
Ohio Public Employees Retirement System (OPERS)
Ohio
$36.9M -$417K -6,381 -1%
YL
139
YCG LLC
Texas
$36.1M -$851K -13,011 -2%
ClearBridge Investments
140
ClearBridge Investments
New York
$36M -$2.71M -41,502 -7%
EPFB
141
Employees Provident Fund Board
Malaysia
$35.7M +$23.7M +362,614 +193%
PCA
142
Personal Capital Advisors
California
$35.4M +$3.83M +58,489 +12%
DWA
143
Douglass Winthrop Advisors
New York
$35.3M +$908K +13,876 +3%
SFFS
144
Stonehage Fleming Financial Services
Jersey
$35M +$5.73M +87,577 +19%
SC
145
Saturna Capital
Washington
$34.5M
AAMU
146
AEGON Asset Management (UK)
United Kingdom
$34.1M +$785 +12 +0%
NB
147
Norinchukin Bank
Japan
$34M +$4.04M +61,708 +13%
AG
148
Aperio Group
California
$33.5M -$2.95M -45,077 -8%
Royal London Asset Management
149
Royal London Asset Management
United Kingdom
$33.4M +$33.7M +515,517 New
Lazard Asset Management
150
Lazard Asset Management
New York
$31.1M +$35.5K +542 +0.1%

CL Hedge Fund Activity: Q2 2018 in Review

1,417 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Colgate-Palmolive (CL) for Q2 2018, worth a combined $42.7B — down 8.7% from $46.7B a quarter earlier.

Sellers outnumbered buyers: 93 funds closed out of CL and 85 opened new positions — a net loss of 8 holders — while 599 trimmed existing stakes and 457 added.

The largest buyer was Loomis, Sayles & Company, adding an estimated $626M. The largest seller was Fidelity Investments, cutting an estimated $431M.

  • 1,417 institutional investors held Colgate-Palmolive (CL) as of Q2 2018, down from 1,438 in Q1 2018.
  • Funds reported $42.7B of Colgate-Palmolive stock for Q2 2018, down 8.7% quarter-over-quarter.
  • 85 funds opened new Colgate-Palmolive positions in Q2 2018 and 93 closed out, a net change of -8 holders.
  • The largest Colgate-Palmolive buyer in Q2 2018 was Loomis, Sayles & Company, an estimated $626M added.
  • The largest Colgate-Palmolive seller in Q2 2018 was Fidelity Investments, an estimated $431M sold.

Based on aggregated 13F filings for Q2 2018.