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Colgate-Palmolive

1,427 hedge funds and large institutions have $38.8B invested in Colgate-Palmolive in 2018 Q4 according to their latest regulatory filings, with 154 funds opening new positions, 393 increasing their positions, 641 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more call options, than puts

Call options by funds: $721M | Put options by funds: $403M

41% more first-time investments, than exits

New positions opened: 154 | Existing positions closed: 109

37% more funds holding in top 10

Funds holding in top 10: 1926 (+7)

2% more funds holding

Funds holding: 1,3941,427 (+33)

0.16% more ownership

Funds ownership: 75.81%75.97% (+0.16%)

12% less capital invested

Capital invested by funds: $43.9B → $38.8B (-$5.13B)

39% less repeat investments, than reductions

Existing positions increased: 393 | Existing positions reduced: 641

Holders
1,427
Holders Change
+33
Holders Change %
+2.37%
% of All Funds
31.79%
Holding in Top 10
26
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+36.84%
% of All Funds
0.58%
New
154
Increased
393
Reduced
641
Closed
109
Calls
$721M
Puts
$403M
Net Calls
+$319M
Net Calls Change
+$384M
Name Holding Trade Value Shares
Change
Change in
Stake
AAIM
1501
Asset Advisors Investment Management
Georgia
-$179K -2,670 Closed
ICM
1502
IMS Capital Management
Oregon
-$140K -2,085 Closed
IWP
1503
Icon Wealth Partners
Texas
-$124K -1,847 Closed
OBWP
1504
O'Brien Wealth Partners
Massachusetts
-$123K -1,840 Closed
PCM
1505
Price Capital Management
Louisiana
-$121K -1,800 Closed
CPH
1506
C Partners Holding
Switzerland
-$117K -1,753 Closed
PAMG
1507
Patton Albertson Miller Group
Tennessee
-$97K -1,500 Closed
PWAG
1508
Polaris Wealth Advisory Group
California
-$95K -1,419 Closed
MWM
1509
MinichMacGregor Wealth Management
New York
-$87K -1,309 Closed
TFS
1510
TrustCore Financial Services
Tennessee
-$86K -1,289 Closed
TPWA
1511
TRUE Private Wealth Advisors
Oregon
-$82.3K -1,229 Closed
LA
1512
Legacy Advisors
Pennsylvania
-$73K -1,087 Closed
MWPCG
1513
Measured Wealth Private Client Group
New Hampshire
-$62K -927 Closed
TG
1514
TLP Group
Illinois
-$50K -746 Closed
OWA
1515
One Wealth Advisors
California
-$35K -522 Closed
WA
1516
WP Advisors
California
-$33K -487 Closed
KJWM
1517
Kiley Juergens Wealth Management
Washington
-$32K -485 Closed
HI
1518
Harrington Investments
California
-$31K -460 Closed
SMFS
1519
Squar Milner Financial Services
California
-$27K -400 Closed
Financial Engines Advisors
1520
Financial Engines Advisors
California
-$20K -302 Closed
IP
1521
Isthmus Partners
Wisconsin
-$17K -260 Closed
ML
1522
McAdam LLC
Pennsylvania
-$15K -224 Closed
ANBT
1523
American National Bank & Trust
Texas
-$14K -215 Closed
AIIMS
1524
Analyst IMS Investment Management Services
Israel
-$13 -200 Closed
WC
1525
Whitney & Co
New York
-$12K -200 Closed

CL Hedge Fund Activity: Q4 2018 in Review

1,427 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Colgate-Palmolive (CL) for Q4 2018, worth a combined $38.8B — down 12% from $43.9B a quarter earlier.

Buyers outnumbered sellers: 154 funds opened new CL positions and 109 closed out — a net gain of 45 holders — while 393 added to existing stakes and 641 trimmed.

The largest buyer was BlackRock, adding an estimated $453M. The largest seller was UBS Group, cutting an estimated $665M.

  • 1,427 institutional investors held Colgate-Palmolive (CL) as of Q4 2018, up from 1,394 in Q3 2018.
  • Funds reported $38.8B of Colgate-Palmolive stock for Q4 2018, down 12% quarter-over-quarter.
  • 154 funds opened new Colgate-Palmolive positions in Q4 2018 and 109 closed out, a net change of +45 holders.
  • The largest Colgate-Palmolive buyer in Q4 2018 was BlackRock, an estimated $453M added.
  • The largest Colgate-Palmolive seller in Q4 2018 was UBS Group, an estimated $665M sold.

Based on aggregated 13F filings for Q4 2018.