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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
WSCM
1501
Wellington Shields Capital Management
New York
$188K +$37.6K +500 +27%
MPWT
1502
MassMutual Private Wealth & Trust
Connecticut
$186K +$18.9K +252 +12%
CSC
1503
Caldwell Sutter Capital
California
$185K +$1.2K +16 +0.7%
AA
1504
Alta Advisers
United Kingdom
$183K
SOW
1505
State of Wyoming
Wyoming
$180K -$52.7K -701 -24%
RIM
1506
Rockbridge Investment Management
New York
$175K +$165K +2,191 New
WIA
1507
Wetzel Investment Advisors
Indiana
$173K +$163K +2,173 New
LJHT
1508
Laurie J. Hall Trustee
$172K -$7.52K -100 -4%
SIS
1509
Sound Income Strategies
Florida
$171K +$87.2K +1,160 +117%
BSC
1510
Brown Shipley & Co
United Kingdom
$170K -$238K -3,162 -60%
PIM
1511
Plato Investment Management
Australia
$170K +$161K +2,135 New
OPTFSNA
1512
Old Point Trust & Financial Services N A
Virginia
$167K +$157K +2,091 New
SPWM
1513
Spartan Planning & Wealth Management
North Carolina
$165K +$156K +2,069 +34,483%
MFC
1514
Mechanics Financial Corp
Ohio
$159K
RIM
1515
Rakuten Investment Management
Japan
$159K +$151K +2,009 New
AGWCA
1516
Annis Gardner Whiting Capital Advisors
Florida
$159K +$226 +3 +0.2%
WB
1517
Webster Bank
Connecticut
$156K
LS
1518
Livforsakringsbolaget Skandia
Sweden
$155K +$39.6K +527 +37%
IBOK
1519
Independence Bank of Kentucky
Kentucky
$154K -$3.76K -50 -3%
DAC
1520
Dividend Assets Capital
South Carolina
$152K
SC
1521
Steph & Co
Wisconsin
$146K -$6.92K -92 -5%
HCM
1522
Highlander Capital Management
New Jersey
$145K
MIA
1523
MeadowBrook Investment Advisors
Michigan
$143K +$135K +1,800 New
FFA
1524
Frazier Financial Advisors
Ohio
$142K +$134K +1,779 New
EWA
1525
EverSource Wealth Advisors
Alabama
$141K -$457K -6,084 -77%

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.