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Colgate-Palmolive

1,447 hedge funds and large institutions have $48.9B invested in Colgate-Palmolive in 2019 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 489 increasing their positions, 569 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more call options, than puts

Call options by funds: $463M | Put options by funds: $300M

3% more capital invested

Capital invested by funds: $47.4B → $48.9B (+$1.58B)

0.54% more ownership

Funds ownership: 77.26%77.8% (+0.54%)

1% less funds holding

Funds holding: 1,4571,447 (-10)

2% less first-time investments, than exits

New positions opened: 80 | Existing positions closed: 82

8% less funds holding in top 10

Funds holding in top 10: 2422 (-2)

14% less repeat investments, than reductions

Existing positions increased: 489 | Existing positions reduced: 569

Holders
1,447
Holders Change
-10
Holders Change %
-0.69%
% of All Funds
31.73%
Holding in Top 10
22
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.33%
% of All Funds
0.48%
New
80
Increased
489
Reduced
569
Closed
82
Calls
$463M
Puts
$300M
Net Calls
+$163M
Net Calls Change
+$3.06M
Name Holding Trade Value Shares
Change
Change in
Stake
PHK
1501
Point72 Hong Kong
Hong Kong
-$211K -2,951 Closed
AOWM
1502
Alpha Omega Wealth Management
Virginia
-$211K -2,940 Closed
FRM
1503
Fox Run Management
Connecticut
-$208K -2,903 Closed
EIA
1504
Edgemoor Investment Advisors
Maryland
-$200K -2,797 Closed
ECM
1505
Evergreen Capital Management
Washington
-$200K -2,787 Closed
CVA
1506
Ceredex Value Advisors
Florida
-$198K -2,756 Closed
LA
1507
Legacy Advisors
Pennsylvania
-$142K -1,987 Closed
KCPG
1508
Kavar Capital Partners Group
Kansas
-$138K -1,929 Closed
BBA
1509
Braun-Bostich & Associates
Pennsylvania
-$124K -1,727 Closed
TFA
1510
Transamerica Financial Advisors
Florida
-$114K -1,590 Closed
SHJ
1511
Sharkey, Howes & Javer
Colorado
-$111K -1,548 Closed
EH
1512
Employers Holdings
Nevada
-$100K -1,400 Closed
TPWA
1513
TRUE Private Wealth Advisors
Oregon
-$86K -1,203 Closed
PCP
1514
Proficio Capital Partners
Massachusetts
-$81K -1,135 Closed
MS
1515
Mizuho Securities
Japan
-$72K -1,000 Closed
PCMK
1516
Paragon Capital Management (Kansas)
Kansas
-$60K -842 Closed
MF
1517
Manchester Financial
California
-$46K -645 Closed
GCM
1518
Grisanti Capital Management
New York
-$37K -520 Closed
MWM
1519
Meridian Wealth Management
Kentucky
-$363 -506 Closed
PCM
1520
Prelude Capital Management
New York
-$24K -330 Closed
CWA
1521
Clarus Wealth Advisors
Arizona
-$14K -198 Closed
AC
1522
Avestar Capital
New York
-$13K -197 Closed
JWM
1523
Janiczek Wealth Management
Colorado
-$11K -160 Closed
BEI
1524
Benjamin Edwards Inc
Missouri
-$6K -87 Closed
EWM
1525
Executive Wealth Management
Michigan
-$5K -74 Closed

CL Hedge Fund Activity: Q3 2019 in Review

1,447 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Colgate-Palmolive (CL) for Q3 2019, worth a combined $48.9B — up 3.3% from $47.4B a quarter earlier.

Sellers outnumbered buyers: 82 funds closed out of CL and 80 opened new positions — a net loss of 2 holders — while 569 trimmed existing stakes and 489 added.

The largest buyer was American Century Companies, adding an estimated $367M. The largest seller was Fidelity Investments, cutting an estimated $154M.

  • 1,447 institutional investors held Colgate-Palmolive (CL) as of Q3 2019, down from 1,457 in Q2 2019.
  • Funds reported $48.9B of Colgate-Palmolive stock for Q3 2019, up 3.3% quarter-over-quarter.
  • 80 funds opened new Colgate-Palmolive positions in Q3 2019 and 82 closed out, a net change of -2 holders.
  • The largest Colgate-Palmolive buyer in Q3 2019 was American Century Companies, an estimated $367M added.
  • The largest Colgate-Palmolive seller in Q3 2019 was Fidelity Investments, an estimated $154M sold.

Based on aggregated 13F filings for Q3 2019.