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Colgate-Palmolive

1,651 hedge funds and large institutions have $57.2B invested in Colgate-Palmolive in 2020 Q4 according to their latest regulatory filings, with 214 funds opening new positions, 522 increasing their positions, 588 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

197% more first-time investments, than exits

New positions opened: 214 | Existing positions closed: 72

33% more funds holding in top 10

Funds holding in top 10: 1216 (+4)

11% more capital invested

Capital invested by funds: $51.7B → $57.2B (+$5.54B)

8% more funds holding

Funds holding: 1,5311,651 (+120)

0.26% less ownership

Funds ownership: 78.31%78.05% (-0.26%)

11% less repeat investments, than reductions

Existing positions increased: 522 | Existing positions reduced: 588

18% less call options, than puts

Call options by funds: $277M | Put options by funds: $337M

Holders
1,651
Holders Change
+120
Holders Change %
+7.84%
% of All Funds
29.21%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.28%
New
214
Increased
522
Reduced
588
Closed
72
Calls
$277M
Puts
$337M
Net Calls
-$61M
Net Calls Change
-$16.4M
Name Holding Trade Value Shares
Change
Change in
Stake
TFGT
1476
TS Financial Group (TSFG)
Illinois
$122K -$4.88K -59 -4%
AA
1477
AlphaMark Advisors
Kentucky
$121K -$15.6K -189 -12%
BCA
1478
Berman Capital Advisors
Georgia
$119K +$2.4K +29 +2%
FCA
1479
FinTrust Capital Advisors
South Carolina
$117K +$53.7K +650 +90%
MIM
1480
Meridiem Investment Management
United Kingdom
$117K +$113K +1,370 New
SFP
1481
Sterling Financial Planning
New Jersey
$116K +$112K +1,360 New
AAP
1482
Arax Advisory Partners
Colorado
$115K +$248 +3 +0.2%
EFSCE
1483
Enterprise Financial Services Corp (EFSC)
Missouri
$112K -$54.2K -656 -33%
RPWA
1484
Regent Peak Wealth Advisors
Georgia
$112K +$109K +1,313 New
MPWT
1485
MassMutual Private Wealth & Trust
Connecticut
$111K +$33.7K +407 +46%
COCM
1486
Charter Oak Capital Management
New Hampshire
$110K +$106K +1,284 New
SBL
1487
Sargent Bickham Lagudis
Colorado
$107K -$25.1K -303 -19%
PFGIA
1488
Patriot Financial Group Insurance Agency
Massachusetts
$107K +$15.7K +190 +18%
BWM
1489
BerganKDV Wealth Management
Minnesota
$107K +$33.3K +403 +47%
PMFA
1490
Plante Moran Financial Advisors
Michigan
$105K +$2.81K +34 +3%
AA
1491
Addison Advisors
Vermont
$105K +$101K +1,226 New
AS
1492
Altshuler Shaham
Israel
$104K -$31.1K -376 -24%
PWA
1493
Phoenix Wealth Advisors
North Carolina
$104K +$101K +1,220 New
FCM
1494
Firestone Capital Management
Florida
$103K
PCTC
1495
Perkins Coie Trust Company
Washington
$103K
CIA
1496
Cascade Investment Advisors
Oregon
$103K
IRAG
1497
Investment Research & Advisory Group
Georgia
$100K
CAL
1498
Capital Analysts LLC
Pennsylvania
$99K +$165 +2 +0.2%
BWA
1499
BDO Wealth Advisors
Florida
$98K
PGAM
1500
Princeton Global Asset Management
New Jersey
$97K

CL Hedge Fund Activity: Q4 2020 in Review

1,651 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Colgate-Palmolive (CL) for Q4 2020, worth a combined $57.2B — up 11% from $51.7B a quarter earlier.

Buyers outnumbered sellers: 214 funds opened new CL positions and 72 closed out — a net gain of 142 holders — while 522 added to existing stakes and 588 trimmed.

The largest buyer was American Century Companies, adding an estimated $234M. The largest seller was State Street, cutting an estimated $205M.

  • 1,651 institutional investors held Colgate-Palmolive (CL) as of Q4 2020, up from 1,531 in Q3 2020.
  • Funds reported $57.2B of Colgate-Palmolive stock for Q4 2020, up 11% quarter-over-quarter.
  • 214 funds opened new Colgate-Palmolive positions in Q4 2020 and 72 closed out, a net change of +142 holders.
  • The largest Colgate-Palmolive buyer in Q4 2020 was American Century Companies, an estimated $234M added.
  • The largest Colgate-Palmolive seller in Q4 2020 was State Street, an estimated $205M sold.

Based on aggregated 13F filings for Q4 2020.