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Colgate-Palmolive

1,621 hedge funds and large institutions have $47.5B invested in Colgate-Palmolive in 2023 Q3 according to their latest regulatory filings, with 101 funds opening new positions, 504 increasing their positions, 668 reducing their positions, and 140 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.79% more ownership

Funds ownership: 79.73%80.51% (+0.79%)

4% less funds holding

Funds holding: 1,6801,621 (-59)

7% less capital invested

Capital invested by funds: $51B → $47.5B (-$3.49B)

22% less call options, than puts

Call options by funds: $393M | Put options by funds: $502M

23% less funds holding in top 10

Funds holding in top 10: 1310 (-3)

25% less repeat investments, than reductions

Existing positions increased: 504 | Existing positions reduced: 668

28% less first-time investments, than exits

New positions opened: 101 | Existing positions closed: 140

Holders
1,621
Holders Change
-59
Holders Change %
-3.51%
% of All Funds
25.72%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.16%
New
101
Increased
504
Reduced
668
Closed
140
Calls
$393M
Puts
$502M
Net Calls
-$109M
Net Calls Change
-$318M
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
1476
MV Capital Management
Maryland
$68.1K +$4.19K +56 +6%
HWA
1477
HHM Wealth Advisors
Tennessee
$64.7K
MTIC
1478
Missouri Trust & Investment Company
Missouri
$64.7K
AWM
1479
Avior Wealth Management
Nebraska
$63.6K -$1.72K -23 -3%
BTI
1480
Blue Trust Inc
Georgia
$61K +$7.63K +102 +15%
BCPWM
1481
Bradley & Co Private Wealth Management
Florida
$60.2K
TSWM
1482
Tyler-Stone Wealth Management
Ohio
$60K
GI
1483
Gradient Investments
Minnesota
$58K +$14.4K +192 +31%
HWA
1484
Heritage Wealth Advisors
Virginia
$57.5K
RFA
1485
Resurgent Financial Advisors
Georgia
$57K -$52K -696 -46%
BFPW
1486
BOK Financial Private Wealth
Colorado
$56.5K
PP
1487
PrairieView Partners
Minnesota
$56K
CAL
1488
Capital Analysts LLC
Pennsylvania
$55K +$2.69K +36 +5%
CAL
1489
Capital Advisors Ltd
Ohio
$55K +$5.61K +75 +11%
IFAM
1490
Institutional & Family Asset Management
Colorado
$54.5K
NL
1491
NVWM LLC
Pennsylvania
$53.3K -$5.83K -78 -9%
ME
1492
McIlrath & Eck
Washington
$52.3K
WWP
1493
WR Wealth Planners
Missouri
$52K +$2.32K +31 +4%
BAM
1494
Bellevue Asset Management
Washington
$49.8K
JGCM
1495
Joseph Group Capital Management
Ohio
$49.8K
OIS
1496
Okabena Investment Services
Minnesota
$49.8K
AT
1497
Avalon Trust
New Mexico
$49.2K -$2.99K -40 -5%
FMTCOCP
1498
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$48K
HCP
1499
Hexagon Capital Partners
Arkansas
$47.7K -$5.98K -80 -11%
PCTC
1500
Perkins Coie Trust Company
Washington
$46.9K +$673 +9 +1%

CL Hedge Fund Activity: Q3 2023 in Review

1,621 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Colgate-Palmolive (CL) for Q3 2023, worth a combined $47.5B — down 6.8% from $51B a quarter earlier.

Sellers outnumbered buyers: 140 funds closed out of CL and 101 opened new positions — a net loss of 39 holders — while 668 trimmed existing stakes and 504 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $765M. The largest seller was BlackRock, cutting an estimated $229M.

  • 1,621 institutional investors held Colgate-Palmolive (CL) as of Q3 2023, down from 1,680 in Q2 2023.
  • Funds reported $47.5B of Colgate-Palmolive stock for Q3 2023, down 6.8% quarter-over-quarter.
  • 101 funds opened new Colgate-Palmolive positions in Q3 2023 and 140 closed out, a net change of -39 holders.
  • The largest Colgate-Palmolive buyer in Q3 2023 was T. Rowe Price Associates, an estimated $765M added.
  • The largest Colgate-Palmolive seller in Q3 2023 was BlackRock, an estimated $229M sold.

Based on aggregated 13F filings for Q3 2023.