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Colgate-Palmolive

1,427 hedge funds and large institutions have $38.8B invested in Colgate-Palmolive in 2018 Q4 according to their latest regulatory filings, with 154 funds opening new positions, 393 increasing their positions, 641 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more call options, than puts

Call options by funds: $721M | Put options by funds: $403M

41% more first-time investments, than exits

New positions opened: 154 | Existing positions closed: 109

37% more funds holding in top 10

Funds holding in top 10: 1926 (+7)

2% more funds holding

Funds holding: 1,3941,427 (+33)

0.16% more ownership

Funds ownership: 75.81%75.97% (+0.16%)

12% less capital invested

Capital invested by funds: $43.9B → $38.8B (-$5.13B)

39% less repeat investments, than reductions

Existing positions increased: 393 | Existing positions reduced: 641

Holders
1,427
Holders Change
+33
Holders Change %
+2.37%
% of All Funds
31.79%
Holding in Top 10
26
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+36.84%
% of All Funds
0.58%
New
154
Increased
393
Reduced
641
Closed
109
Calls
$721M
Puts
$403M
Net Calls
+$319M
Net Calls Change
+$384M
Name Holding Trade Value Shares
Change
Change in
Stake
CAS
1476
Cue Advisory Services
Arizona
-$257K -3,840 Closed
SCG
1477
Sonata Capital Group
Washington
-$248K -3,710 Closed
MCM
1478
McRae Capital Management
New Jersey
-$248K -3,700 Closed
AAM
1479
Aureus Asset Management
Massachusetts
-$244K -3,646 Closed
UCMOK
1480
United Capital Management of KS
Kansas
-$239K -3,514 Closed
BOS
1481
Bank of Stockton
California
-$230K -3,449 Closed
LCM
1482
LVM Capital Management
Michigan
-$230K -3,434 Closed
JT
1483
Jump Trading
Illinois
-$230K -3,431 Closed
AC
1484
Alexandria Capital
Virginia
-$228K -3,405 Closed
HCM
1485
Hengehold Capital Management
Ohio
-$226K -3,381 Closed
FPCM
1486
Financial Partners Capital Management
New York
-$224K -3,350 Closed
MCA
1487
Morris Capital Advisors
Pennsylvania
-$224K -3,344 Closed
KA
1488
Kovack Advisors
Florida
-$223K -3,328 Closed
STMM
1489
South Texas Money Management
Texas
-$222K -3,312 Closed
DRD
1490
Dennis R. Delaney
-$218K -3,280 Closed
DAC
1491
Dividend Assets Capital
South Carolina
-$219K -3,274 Closed
WSCM
1492
Wellington Shields Capital Management
New York
-$218K -3,250 Closed
WAG
1493
Winthrop Advisory Group
Massachusetts
-$209K -3,127 Closed
SHA
1494
Seneca House Advisors
Virginia
-$208K -3,111 Closed
SCA
1495
Snowden Capital Advisors
New York
-$207K -3,087 Closed
PWW
1496
Pettyjohn Wood & White
Virginia
-$207K -3,086 Closed
HK
1497
Horizon Kinetics
New York
-$206K -3,074 Closed
LDB
1498
Lee, Danner & Bass
Tennessee
-$203K -3,031 Closed
EIA
1499
Eldridge Investment Advisors
New Hampshire
-$202K -3,025 Closed
BCA
1500
Benchmark Capital Advisors
New York
-$201K -3,000 Closed

CL Hedge Fund Activity: Q4 2018 in Review

1,427 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Colgate-Palmolive (CL) for Q4 2018, worth a combined $38.8B — down 12% from $43.9B a quarter earlier.

Buyers outnumbered sellers: 154 funds opened new CL positions and 109 closed out — a net gain of 45 holders — while 393 added to existing stakes and 641 trimmed.

The largest buyer was BlackRock, adding an estimated $453M. The largest seller was UBS Group, cutting an estimated $665M.

  • 1,427 institutional investors held Colgate-Palmolive (CL) as of Q4 2018, up from 1,394 in Q3 2018.
  • Funds reported $38.8B of Colgate-Palmolive stock for Q4 2018, down 12% quarter-over-quarter.
  • 154 funds opened new Colgate-Palmolive positions in Q4 2018 and 109 closed out, a net change of +45 holders.
  • The largest Colgate-Palmolive buyer in Q4 2018 was BlackRock, an estimated $453M added.
  • The largest Colgate-Palmolive seller in Q4 2018 was UBS Group, an estimated $665M sold.

Based on aggregated 13F filings for Q4 2018.