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Colgate-Palmolive

1,741 hedge funds and large institutions have $54.9B invested in Colgate-Palmolive in 2023 Q4 according to their latest regulatory filings, with 228 funds opening new positions, 562 increasing their positions, 642 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

172% more call options, than puts

Call options by funds: $1.12B | Put options by funds: $412M

162% more first-time investments, than exits

New positions opened: 228 | Existing positions closed: 87

16% more capital invested

Capital invested by funds: $47.5B → $54.9B (+$7.41B)

7% more funds holding

Funds holding: 1,6211,741 (+120)

3.04% more ownership

Funds ownership: 80.51%83.55% (+3%)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

12% less repeat investments, than reductions

Existing positions increased: 562 | Existing positions reduced: 642

Holders
1,741
Holders Change
+120
Holders Change %
+7.4%
% of All Funds
25.38%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
228
Increased
562
Reduced
642
Closed
87
Calls
$1.12B
Puts
$412M
Net Calls
+$707M
Net Calls Change
+$816M
Name Holding Trade Value Shares
Change
Change in
Stake
EM
1476
Excalibur Management
Massachusetts
$208K +$197K +2,615 New
CT
1477
Clearstead Trust
Maine
$208K +$18K +240 +10%
IA
1478
IFG Advisory
Georgia
$208K +$196K +2,611 New
FAB
1479
First American Bank
Illinois
$208K +$196K +2,611 New
JEST
1480
JTC Employer Solutions Trustee
Jersey
$208K
DFCM
1481
Dark Forest Capital Management
Puerto Rico
$208K -$481K -6,393 -71%
SSA
1482
South Street Advisors
New York
$207K +$195K +2,600 New
IF
1483
Intrua Financial
Texas
$207K +$195K +2,596 New
IPWA
1484
International Private Wealth Advisors
California
$207K +$195K +2,592 New
HC
1485
Hamilton Capital
Ohio
$206K +$194K +2,585 New
GM
1486
GeoWealth Management
Illinois
$206K +$194K +2,581 New
CHA
1487
Carmichael Hill & Associates
Maryland
$206K -$24.3K -323 -11%
BDFN
1488
Bond & Devick Financial Network
Minnesota
$205K +$194K +2,576 New
GSB
1489
Greenfield Savings Bank
Massachusetts
$204K +$193K +2,563 New
ACP
1490
Aviance Capital Partners
Florida
$203K +$192K +2,550 New
MC
1491
Montag & Caldwell
Georgia
$203K +$192K +2,548 New
FNWM
1492
Financial Network Wealth Management
Utah
$201K +$190K +2,525 New
GSEP
1493
Golden State Equity Partners
California
$200K -$27.1K -361 -13%
APC
1494
Aspire Private Capital
North Carolina
$199K -$12.9K -172 -6%
APW
1495
Acima Private Wealth
Virginia
$198K
MSG
1496
Main Street Group
Virginia
$197K +$186K +2,475 New
N
1497
Natixis
France
$195K -$36.5M -484,824 -99%
ITIM
1498
Indiana Trust & Investment Management
Indiana
$194K
SWA
1499
SOA Wealth Advisors
New York
$193K -$4.44K -59 -2%
JFGIW
1500
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$191K +$20.8K +276 +13%

CL Hedge Fund Activity: Q4 2023 in Review

1,741 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Colgate-Palmolive (CL) for Q4 2023, worth a combined $54.9B — up 16% from $47.5B a quarter earlier.

Buyers outnumbered sellers: 228 funds opened new CL positions and 87 closed out — a net gain of 141 holders — while 562 added to existing stakes and 642 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.65B. The largest seller was Wellington Management Group, cutting an estimated $303M.

  • 1,741 institutional investors held Colgate-Palmolive (CL) as of Q4 2023, up from 1,621 in Q3 2023.
  • Funds reported $54.9B of Colgate-Palmolive stock for Q4 2023, up 16% quarter-over-quarter.
  • 228 funds opened new Colgate-Palmolive positions in Q4 2023 and 87 closed out, a net change of +141 holders.
  • The largest Colgate-Palmolive buyer in Q4 2023 was Morgan Stanley, an estimated $1.65B added.
  • The largest Colgate-Palmolive seller in Q4 2023 was Wellington Management Group, an estimated $303M sold.

Based on aggregated 13F filings for Q4 2023.