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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
LDB
1476
Lee, Danner & Bass
Tennessee
-$232K -3,236 Closed
LP
1477
LMR Partners
United Kingdom
-$239K -3,166 Closed
ECM
1478
Evergreen Capital Management
Washington
-$226K -3,153 Closed
EIA
1479
Eldridge Investment Advisors
New Hampshire
-$215K -3,000 Closed
NFC
1480
Northeast Financial Consultants
Connecticut
-$215K -3,000 Closed
FTC
1481
Farmers Trust Company
Ohio
-$214K -2,994 Closed
BOTW
1482
Bank of the West
California
-$208K -2,911 Closed
RW
1483
REDW Wealth
New Mexico
-$208K -2,908 Closed
EWM
1484
Evermay Wealth Management
Virginia
-$206K -2,870 Closed
NL
1485
NWAM LLC
Washington
-$202K -2,811 Closed
RGC
1486
Roberts, Glore & Co
Illinois
-$201K -2,804 Closed
WIC
1487
Woodmont Investment Counsel
Tennessee
-$201K -2,801 Closed
ACP
1488
Aviance Capital Partners
Florida
-$200K -2,800 Closed
FIM
1489
Fruth Investment Management
Texas
-$200K -2,800 Closed
EIA
1490
Edgemoor Investment Advisors
Maryland
-$201K -2,797 Closed
OBWP
1491
O'Brien Wealth Partners
Massachusetts
-$135K -1,880 Closed
IIC
1492
Integrated Investment Consultants
Michigan
-$122K -1,698 Closed
CIP
1493
Convergence Investment Partners
Florida
-$122K -1,697 Closed
ACM
1494
Armbruster Capital Management
New York
-$117K -1,630 Closed
SAM
1495
Security Asset Management
New York
-$111K -1,550 Closed
VCM
1496
Virtue Capital Management
Tennessee
-$97K -1,465 Closed
PWAG
1497
Polaris Wealth Advisory Group
California
-$102K -1,419 Closed
IWM
1498
IHT Wealth Management
Illinois
-$93K -1,332 Closed
POIA
1499
Pin Oak Investment Advisors
Texas
-$68K -945 Closed
RAM
1500
Riggs Asset Management
Pennsylvania
-$43K -600 Closed

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.