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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
HWA
1526
HHM Wealth Advisors
Tennessee
$70.1K
MTIC
1527
Missouri Trust & Investment Company
Missouri
$70.1K +$31K +400 +78%
JWM
1528
Janiczek Wealth Management
Colorado
$70K +$4.8K +62 +7%
MCM
1529
MV Capital Management
Maryland
$69.5K -$464 -6 -0.7%
RCG
1530
Rock Creek Group
District of Columbia
$68.6K -$9.6K -124 -12%
DI
1531
Disciplined Investments
Oklahoma
$68.2K -$5.11K -66 -7%
HIIFS
1532
Harel Insurance Investments & Financial Services
Israel
$66K -$172K -2,220 -72%
BCPWM
1533
Bradley & Co Private Wealth Management
Florida
$65.2K
WPWM
1534
Western Pacific Wealth Management
Illinois
$65.1K
TSWM
1535
Tyler-Stone Wealth Management
Ohio
$65K +$65.5K +846 New
MCM
1536
McMillion Capital Management
North Carolina
$63.9K +$64.2K +830 New
NL
1537
NVWM LLC
Pennsylvania
$63.8K -$232K -3,000 -78%
HWA
1538
Heritage Wealth Advisors
Virginia
$62.2K
BFPW
1539
BOK Financial Private Wealth
Colorado
$61.2K
PP
1540
PrairieView Partners
Minnesota
$61K -$851 -11 -1%
BWM
1541
BerganKDV Wealth Management
Minnesota
$60.9K -$8.36K -108 -12%
IFAM
1542
Institutional & Family Asset Management
Colorado
$59K -$2.01K -26 -3%
HCP
1543
Hexagon Capital Partners
Arkansas
$57.8K -$8.75K -113 -13%
CAL
1544
Capital Analysts LLC
Pennsylvania
$57K -$8.98K -116 -14%
ME
1545
McIlrath & Eck
Washington
$56.7K
AT
1546
Avalon Trust
New Mexico
$56.4K -$6.19K -80 -10%
FCG
1547
Financial Connections Group
California
$54K -$97.9K -1,265 -64%
BAM
1548
Bellevue Asset Management
Washington
$53.9K
JGCM
1549
Joseph Group Capital Management
Ohio
$53.9K
WWP
1550
WR Wealth Planners
Missouri
$53.9K +$15.5K +200 +40%

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.