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Colgate-Palmolive

1,621 hedge funds and large institutions have $47.5B invested in Colgate-Palmolive in 2023 Q3 according to their latest regulatory filings, with 101 funds opening new positions, 504 increasing their positions, 668 reducing their positions, and 140 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.79% more ownership

Funds ownership: 79.73%80.51% (+0.79%)

4% less funds holding

Funds holding: 1,6801,621 (-59)

7% less capital invested

Capital invested by funds: $51B → $47.5B (-$3.49B)

22% less call options, than puts

Call options by funds: $393M | Put options by funds: $502M

23% less funds holding in top 10

Funds holding in top 10: 1310 (-3)

25% less repeat investments, than reductions

Existing positions increased: 504 | Existing positions reduced: 668

28% less first-time investments, than exits

New positions opened: 101 | Existing positions closed: 140

Holders
1,621
Holders Change
-59
Holders Change %
-3.51%
% of All Funds
25.72%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.16%
New
101
Increased
504
Reduced
668
Closed
140
Calls
$393M
Puts
$502M
Net Calls
-$109M
Net Calls Change
-$318M
Name Holding Trade Value Shares
Change
Change in
Stake
RFA
1526
Register Financial Advisors
Georgia
$28.4K
EARNEST Partners
1527
EARNEST Partners
Georgia
$27.1K
JWA
1528
JFS Wealth Advisors
Pennsylvania
$26.8K +$2.77K +37 +11%
AS
1529
Altshuler Shaham
Israel
$26.7K -$8.22K -110 -23%
ZB
1530
Zions Bancorporation
Utah
$26.2K -$9.12K -122 -25%
WAM
1531
WFA Asset Management
Wisconsin
$25.1K +$224 +3 +0.9%
OIAM
1532
OFI Invest Asset Management
France
$25.1K +$28K +374 New
IUHSA
1533
Itau Unibanco Holding S.A.
Brazil
$22.8K -$75 -1 -0.3%
OA
1534
Operose Advisors
Wisconsin
$22.4K +$23.6K +315 New
VAG
1535
VisionPoint Advisory Group
Texas
$22.1K +$23.3K +311 New
MFT
1536
Moisand Fitzgerald Tamayo
Florida
$22K
SIS
1537
Strategic Investment Solutions
Illinois
$21.7K +$22.2K +297 New
BC
1538
Barrett & Company
Rhode Island
$21.3K
TAM
1539
Tucker Asset Management
Colorado
$20.7K
Fisher Asset Management
1540
Fisher Asset Management
Washington
$20.6K +$11.8K +158 +121%
HC
1541
Hoese & Co
Minnesota
$20.3K
NFSG
1542
Newbridge Financial Services Group
Florida
$20K -$7.33K -98 -26%
CH
1543
Canton Hathaway
Rhode Island
$20K
TCM
1544
Tanaka Capital Management
New York
$20K
PGAM
1545
Princeton Global Asset Management
New Jersey
$20K
BCM
1546
Bourgeon Capital Management
Connecticut
$20K +$150 +2 +0.7%
GAG
1547
Goodman Advisory Group
Massachusetts
$19.9K
IFS
1548
Intelligent Financial Strategies
Minnesota
$19.4K
CWAF
1549
Core Wealth Advisors (Florida)
Florida
$18.3K
GC
1550
Gould Capital
Washington
$18.2K

CL Hedge Fund Activity: Q3 2023 in Review

1,621 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Colgate-Palmolive (CL) for Q3 2023, worth a combined $47.5B — down 6.8% from $51B a quarter earlier.

Sellers outnumbered buyers: 140 funds closed out of CL and 101 opened new positions — a net loss of 39 holders — while 668 trimmed existing stakes and 504 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $765M. The largest seller was BlackRock, cutting an estimated $229M.

  • 1,621 institutional investors held Colgate-Palmolive (CL) as of Q3 2023, down from 1,680 in Q2 2023.
  • Funds reported $47.5B of Colgate-Palmolive stock for Q3 2023, down 6.8% quarter-over-quarter.
  • 101 funds opened new Colgate-Palmolive positions in Q3 2023 and 140 closed out, a net change of -39 holders.
  • The largest Colgate-Palmolive buyer in Q3 2023 was T. Rowe Price Associates, an estimated $765M added.
  • The largest Colgate-Palmolive seller in Q3 2023 was BlackRock, an estimated $229M sold.

Based on aggregated 13F filings for Q3 2023.