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Colgate-Palmolive

1,517 hedge funds and large institutions have $49.2B invested in Colgate-Palmolive in 2020 Q2 according to their latest regulatory filings, with 115 funds opening new positions, 511 increasing their positions, 583 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 81

31% more call options, than puts

Call options by funds: $410M | Put options by funds: $313M

10% more capital invested

Capital invested by funds: $44.6B → $49.2B (+$4.62B)

2% more funds holding

Funds holding: 1,4941,517 (+23)

0.02% less ownership

Funds ownership: 78.48%78.46% (-0.02%)

12% less repeat investments, than reductions

Existing positions increased: 511 | Existing positions reduced: 583

16% less funds holding in top 10

Funds holding in top 10: 2521 (-4)

Holders
1,517
Holders Change
+23
Holders Change %
+1.54%
% of All Funds
31.1%
Holding in Top 10
21
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-16%
% of All Funds
0.43%
New
115
Increased
511
Reduced
583
Closed
81
Calls
$410M
Puts
$313M
Net Calls
+$96.7M
Net Calls Change
-$51.6M
Name Holding Trade Value Shares
Change
Change in
Stake
RIM
1476
Rockbridge Investment Management
New York
$10K +$9.95K +140 New
VEA
1477
Virtus ETF Advisers
New York
$10K +$10K +141 New
LWM
1478
Liberty Wealth Management
California
$9K -$3.98K -56 -32%
FRA
1479
Front Row Advisors
California
$9K
IRC
1480
Investors Research Corp
Georgia
$9K
KC
1481
Knuff & Co
California
$9K
EWA
1482
Evolution Wealth Advisors
Florida
$9K +$8.88K +125 New
RWML
1483
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$8.5K +$355 +5 +5%
MIM
1484
Macroview Investment Management
Maryland
$8K
JWA
1485
JFS Wealth Advisors
Pennsylvania
$7K
SMG
1486
Spectrum Management Group
Indiana
$7K
LWM
1487
Lenox Wealth Management
Ohio
$7K +$1.49K +21 +24%
RIA
1488
RPG Investment Advisory
California
$7K +$7.25K +102 New
HF
1489
Halpern Financial
Virginia
$6.59K +$6.39K +90 New
DCM
1490
Davis Capital Management
Florida
$6K
JSC
1491
Jackson Square Capital
California
$6K
TC
1492
Truvestments Capital
Florida
$6K
SWM
1493
Sugarloaf Wealth Management
Georgia
$6K +$71 +1 +1%
BFC
1494
Bedel Financial Consulting
Indiana
$5K -$213 -3 -4%
CWA
1495
Carolina Wealth Advisors
South Carolina
$5K
LB
1496
Legacy Bridge
Iowa
$5K
SFPG
1497
Stonebridge Financial Planning Group
Florida
$5K
IF
1498
Ironwood Financial
Arizona
$5K +$4.47K +63 New
WR
1499
Watson Rebecca
$5K +$4.97K +70 New
MFT
1500
Moisand Fitzgerald Tamayo
Florida
$4K

CL Hedge Fund Activity: Q2 2020 in Review

1,517 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Colgate-Palmolive (CL) for Q2 2020, worth a combined $49.2B — up 10% from $44.6B a quarter earlier.

Buyers outnumbered sellers: 115 funds opened new CL positions and 81 closed out — a net gain of 34 holders — while 511 added to existing stakes and 583 trimmed.

The largest buyer was Capital World Investors, adding an estimated $711M. The largest seller was Vanguard Group, cutting an estimated $201M.

  • 1,517 institutional investors held Colgate-Palmolive (CL) as of Q2 2020, up from 1,494 in Q1 2020.
  • Funds reported $49.2B of Colgate-Palmolive stock for Q2 2020, up 10% quarter-over-quarter.
  • 115 funds opened new Colgate-Palmolive positions in Q2 2020 and 81 closed out, a net change of +34 holders.
  • The largest Colgate-Palmolive buyer in Q2 2020 was Capital World Investors, an estimated $711M added.
  • The largest Colgate-Palmolive seller in Q2 2020 was Vanguard Group, an estimated $201M sold.

Based on aggregated 13F filings for Q2 2020.