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Colgate-Palmolive

1,680 hedge funds and large institutions have $51B invested in Colgate-Palmolive in 2023 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 543 increasing their positions, 693 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more call options, than puts

Call options by funds: $458M | Put options by funds: $250M

38% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 81

1% more funds holding

Funds holding: 1,6581,680 (+22)

1% more capital invested

Capital invested by funds: $50.6B → $51B (+$363M)

1.26% less ownership

Funds ownership: 80.98%79.73% (-1.3%)

13% less funds holding in top 10

Funds holding in top 10: 1513 (-2)

22% less repeat investments, than reductions

Existing positions increased: 543 | Existing positions reduced: 693

Holders
1,680
Holders Change
+22
Holders Change %
+1.33%
% of All Funds
26.37%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.2%
New
112
Increased
543
Reduced
693
Closed
81
Calls
$458M
Puts
$250M
Net Calls
+$208M
Net Calls Change
+$54.9M
Name Holding Trade Value Shares
Change
Change in
Stake
BEI
1501
Benjamin Edwards Inc
Missouri
$93K -$533K -6,882 -85%
GCM
1502
Galibier Capital Management
Ontario, Canada
$92.4K
TFGT
1503
TS Financial Group (TSFG)
Illinois
$91K
JFA
1504
JNBA Financial Advisors
Minnesota
$90.7K +$77.4K +1,000 +565%
IRAG
1505
Investment Research & Advisory Group
Georgia
$90.2K
CAC
1506
Core Alternative Capital
Georgia
$88.7K +$464 +6 +0.5%
BHWM
1507
Beaird Harris Wealth Management
Texas
$87.6K +$232 +3 +0.3%
CBT
1508
Central Bank & Trust
Kentucky
$87.3K
IAS
1509
IMA Advisory Services
Colorado
$85.5K
SSG
1510
Summit Securities Group
New York
$84K -$42.9K -554 -34%
Loomis, Sayles & Company
1511
Loomis, Sayles & Company
Massachusetts
$83K -$30.2K -390 -27%
KFI
1512
Key Financial Inc
Pennsylvania
$80K
FMP
1513
Financial Management Professionals
Texas
$78K
GEA
1514
Glen Eagle Advisors
New Jersey
$77.6K
WSC
1515
Wellington Shields & Co
New York
$77K
FFA
1516
Farther Finance Advisors
California
$77K +$1.7K +22 +2%
C
1517
Covestor
United Kingdom
$76K +$48.8K +631 +178%
PMFA
1518
Plante Moran Financial Advisors
Michigan
$75.8K -$17.8K -230 -19%
TFP
1519
Tilia Fiduciary Partners
North Carolina
$75.7K -$9.29K -120 -11%
FMB
1520
Field & Main Bank
Kentucky
$75.1K
TLA
1521
Tanglewood Legacy Advisors
Texas
$73.8K +$77 +1 +0.1%
NF
1522
Norwood Financial
Pennsylvania
$72.8K
Bank Julius Baer & Co
1523
Bank Julius Baer & Co
Switzerland
$72K -$32.8K -424 -31%
AWM
1524
Avior Wealth Management
Nebraska
$70.6K
KI
1525
Kapitalo Investimentos
Brazil
$70.3K +$70.6K +912 New

CL Hedge Fund Activity: Q2 2023 in Review

1,680 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Colgate-Palmolive (CL) for Q2 2023, worth a combined $51B — up 0.72% from $50.6B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new CL positions and 81 closed out — a net gain of 31 holders — while 543 added to existing stakes and 693 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $1.08B. The largest seller was Third Point, exiting entirely with an estimated $830M sold.

  • 1,680 institutional investors held Colgate-Palmolive (CL) as of Q2 2023, up from 1,658 in Q1 2023.
  • Funds reported $51B of Colgate-Palmolive stock for Q2 2023, up 0.72% quarter-over-quarter.
  • 112 funds opened new Colgate-Palmolive positions in Q2 2023 and 81 closed out, a net change of +31 holders.
  • The largest Colgate-Palmolive buyer in Q2 2023 was T. Rowe Price Associates, an estimated $1.08B added.
  • The largest Colgate-Palmolive seller in Q2 2023 was Third Point, an estimated $830M sold.

Based on aggregated 13F filings for Q2 2023.