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Colgate-Palmolive

1,668 hedge funds and large institutions have $52.5B invested in Colgate-Palmolive in 2022 Q2 according to their latest regulatory filings, with 139 funds opening new positions, 543 increasing their positions, 616 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

260% more funds holding in top 10

Funds holding in top 10: 5 β†’ 18 (+13)

89% more call options, than puts

Call options by funds: $405M | Put options by funds: $214M

62% more first-time investments, than exits

New positions opened: 139 | Existing positions closed: 86

5% more capital invested

Capital invested by funds: $49.9B β†’ $52.5B (+$2.6B)

2% more funds holding

Funds holding: 1,632 β†’ 1,668 (+36)

0.39% more ownership

Funds ownership: 78.79% β†’ 79.18% (+0.39%)

12% less repeat investments, than reductions

Existing positions increased: 543 | Existing positions reduced: 616

Holders
1,668
Holders Change
+36
Holders Change %
+2.21%
% of All Funds
28.1%
Holding in Top 10
18
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+260%
% of All Funds
0.3%
New
139
Increased
543
Reduced
616
Closed
86
Calls
$405M
Puts
$214M
Net Calls
+$191M
Net Calls Change
+$107M
Name Holding Trade Value Shares
Change
Change in
Stake
SOAMC
1476
Spirit of America Management Corp
New York
$120K – – –
OCM
1477
Orion Capital Management
California
$120K +$117K +1,500 New
CWC
1478
Carolinas Wealth Consulting
North Carolina
$120K +$874K +11,178 +645%
KC
1479
Kenfarb & Co
Kentucky
$114K – – –
Bank of Montreal
1480
Bank of Montreal
Ontario, Canada
$113K -$8.78M -112,274 -7%
AA
1481
AlphaMark Advisors
Kentucky
$113K – – –
EWA
1482
EverSource Wealth Advisors
Alabama
$113K +$92.7K +1,186 +542%
MGIM
1483
M&G Investment Management
United Kingdom
$108K -$44.8M -573,286 -30%
WTA
1484
Washington Trust Advisors
Massachusetts
$108K -$34.9K -446 -25%
VNA
1485
Valley National Advisers
Pennsylvania
$106K +$15.4K +197 +17%
GC
1486
Garde Capital
Washington
$104K +$102K +1,300 New
CSB
1487
City State Bank
Iowa
$103K – – –
LCM
1488
Logan Capital Management
Pennsylvania
$102K – – –
TIM
1489
Tevis Investment Management
Texas
$102K – – –
EL
1490
EMFO LLC
Florida
$101K – – –
TC
1491
Trust Company
Kansas
$98K -$938 -12 -1%
PMFA
1492
Plante Moran Financial Advisors
Michigan
$98K +$1.41K +18 +1%
CIA
1493
Cascade Investment Advisors
Oregon
$96.2K – – –
AIP
1494
Ahrens Investment Partners
Louisiana
$96K – – –
FMB
1495
Field & Main Bank
Kentucky
$95K – – –
PGAM
1496
Princeton Global Asset Management
New Jersey
$94K – – –
TFGT
1497
TS Financial Group (TSFG)
Illinois
$94K – – –
FMP
1498
Financial Management Professionals
Texas
$93K +$10.9K +139 +14%
IRAG
1499
Investment Research & Advisory Group
Georgia
$92K – – –
EBA
1500
Eagle Bay Advisors
New York
$90.6K +$33.3K +426 +61%

CL Hedge Fund Activity: Q2 2022 in Review

1,668 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Colgate-Palmolive (CL) for Q2 2022, worth a combined $52.5B β€” up 5.2% from $49.9B a quarter earlier.

Buyers outnumbered sellers: 139 funds opened new CL positions and 86 closed out β€” a net gain of 53 holders β€” while 543 added to existing stakes and 616 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $553M. The largest seller was Wellington Management Group, cutting an estimated $208M.

  • 1,668 institutional investors held Colgate-Palmolive (CL) as of Q2 2022, up from 1,632 in Q1 2022.
  • Funds reported $52.5B of Colgate-Palmolive stock for Q2 2022, up 5.2% quarter-over-quarter.
  • 139 funds opened new Colgate-Palmolive positions in Q2 2022 and 86 closed out, a net change of +53 holders.
  • The largest Colgate-Palmolive buyer in Q2 2022 was Morgan Stanley, an estimated $553M added.
  • The largest Colgate-Palmolive seller in Q2 2022 was Wellington Management Group, an estimated $208M sold.

Based on aggregated 13F filings for Q2 2022.