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Colgate-Palmolive

1,531 hedge funds and large institutions have $51.7B invested in Colgate-Palmolive in 2020 Q3 according to their latest regulatory filings, with 105 funds opening new positions, 535 increasing their positions, 584 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 77

5% more capital invested

Capital invested by funds: $49.2B → $51.7B (+$2.49B)

1% more funds holding

Funds holding: 1,5171,531 (+14)

0.15% less ownership

Funds ownership: 78.46%78.31% (-0.15%)

8% less repeat investments, than reductions

Existing positions increased: 535 | Existing positions reduced: 584

15% less call options, than puts

Call options by funds: $254M | Put options by funds: $298M

43% less funds holding in top 10

Funds holding in top 10: 2112 (-9)

Holders
1,531
Holders Change
+14
Holders Change %
+0.92%
% of All Funds
30.89%
Holding in Top 10
12
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-42.86%
% of All Funds
0.24%
New
105
Increased
535
Reduced
584
Closed
77
Calls
$254M
Puts
$298M
Net Calls
-$44.5M
Net Calls Change
-$141M
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1476
Bourgeon Capital Management
Connecticut
$20K +$152 +2 +0.8%
OIA
1477
Optimum Investment Advisors
Illinois
$19K -$3.81K -50 -17%
EW
1478
Evoke Wealth
California
$19K -$686 -9 -4%
LFG
1479
Larson Financial Group
Missouri
$19K
WAS
1480
Winch Advisory Services
Wisconsin
$19K
AW
1481
Avion Wealth
Texas
$17K
SFSIG
1482
San Francisco Sentry Investment Group
California
$16K
PCFFS
1483
Pacific Center for Financial Services
California
$15K
CTB
1484
Country Trust Bank
Illinois
$15K +$15.2K +200 New
PCWA
1485
Pacific Capital Wealth Advisors
California
$15K +$15.2K +200 New
WLPWM
1486
Walled Lake Planning & Wealth Management
Illinois
$14K
HS
1487
Horan Securities
United States
$13K +$7.78K +102 +167%
SIAS
1488
Shine Investment Advisory Services
Colorado
$12K
RIM
1489
Rockbridge Investment Management
New York
$11K
RWML
1490
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$10.1K +$1.14K +15 +13%
FRA
1491
Front Row Advisors
California
$10K
JFA
1492
JNBA Financial Advisors
Minnesota
$10K
KC
1493
Knuff & Co
California
$10K
PFO
1494
Pathstone Family Office
New Jersey
$10K
IRC
1495
Investors Research Corp
Georgia
$9K
LWM
1496
Liberty Wealth Management
California
$9K
MIM
1497
Macroview Investment Management
Maryland
$9K +$76 +1 +0.9%
JWA
1498
JFS Wealth Advisors
Pennsylvania
$8K
RIA
1499
RPG Investment Advisory
California
$8K
SMG
1500
Spectrum Management Group
Indiana
$8K +$229 +3 +3%

CL Hedge Fund Activity: Q3 2020 in Review

1,531 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Colgate-Palmolive (CL) for Q3 2020, worth a combined $51.7B — up 5.1% from $49.2B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new CL positions and 77 closed out — a net gain of 28 holders — while 535 added to existing stakes and 584 trimmed.

The largest buyer was BlackRock, adding an estimated $286M. The largest seller was Caisse de Depot et Placement du Quebec (CDPQ), cutting an estimated $231M.

  • 1,531 institutional investors held Colgate-Palmolive (CL) as of Q3 2020, up from 1,517 in Q2 2020.
  • Funds reported $51.7B of Colgate-Palmolive stock for Q3 2020, up 5.1% quarter-over-quarter.
  • 105 funds opened new Colgate-Palmolive positions in Q3 2020 and 77 closed out, a net change of +28 holders.
  • The largest Colgate-Palmolive buyer in Q3 2020 was BlackRock, an estimated $286M added.
  • The largest Colgate-Palmolive seller in Q3 2020 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $231M sold.

Based on aggregated 13F filings for Q3 2020.