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Colgate-Palmolive

1,510 hedge funds and large institutions have $45.9B invested in Colgate-Palmolive in 2019 Q4 according to their latest regulatory filings, with 177 funds opening new positions, 473 increasing their positions, 588 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 177 | Existing positions closed: 94

4% more funds holding

Funds holding: 1,4471,510 (+63)

0.1% more ownership

Funds ownership: 77.8%77.9% (+0.1%)

6% less capital invested

Capital invested by funds: $48.9B → $45.9B (-$3.02B)

16% less call options, than puts

Call options by funds: $309M | Put options by funds: $366M

18% less funds holding in top 10

Funds holding in top 10: 2218 (-4)

20% less repeat investments, than reductions

Existing positions increased: 473 | Existing positions reduced: 588

Holders
1,510
Holders Change
+63
Holders Change %
+4.35%
% of All Funds
29.75%
Holding in Top 10
18
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-18.18%
% of All Funds
0.35%
New
177
Increased
473
Reduced
588
Closed
94
Calls
$309M
Puts
$366M
Net Calls
-$57.1M
Net Calls Change
-$220M
Name Holding Trade Value Shares
Change
Change in
Stake
GA
1551
Geller Advisors
New York
-$264K -3,585 Closed
BAAM
1552
Baker Avenue Asset Management
California
-$259K -3,524 Closed
AWM
1553
Altium Wealth Management
New York
-$248K -3,372 Closed
IA
1554
IFG Advisory
Georgia
-$245K -3,338 Closed
WIP
1555
Wellesley Investment Partners
Massachusetts
-$240K -3,259 Closed
WAG
1556
Winthrop Advisory Group
Massachusetts
-$237K -3,226 Closed
JWM
1557
JFG Wealth Management
Colorado
-$235K -3,200 Closed
PWW
1558
Pettyjohn Wood & White
Virginia
-$227K -3,086 Closed
DRD
1559
Dennis R. Delaney
-$222K -3,015 Closed
ACI
1560
Alpha Cubed Investments
California
-$221K -3,006 Closed
BOS
1561
Bank of Stockton
California
-$217K -2,955 Closed
CAM
1562
Claret Asset Management
Quebec, Canada
-$217K -2,954 Closed
PL
1563
Perpetual Ltd
Australia
-$213K -2,900 Closed
TW
1564
Transform Wealth
Colorado
-$212K -2,891 Closed
FVSAZ
1565
Flossbach von Storch AG Zurich
Switzerland
-$210K -2,850 Closed
TA
1566
Thor Advisors
New York
-$206K -2,805 Closed
DE
1567
Day & Ennis
Georgia
-$206K -2,801 Closed
ACP
1568
Aviance Capital Partners
Florida
-$206K -2,800 Closed
CCMG
1569
Clark Capital Management Group
Pennsylvania
-$206K -2,800 Closed
SWM
1570
SVA Wealth Management
Wisconsin
-$204K -2,773 Closed
B
1571
Bellecapital
Switzerland
-$204K -2,769 Closed
HVIA
1572
Hudson Valley Investment Advisors
New York
-$203K -2,763 Closed
DWM
1573
Dakota Wealth Management
Florida
-$203K -2,757 Closed
EIA
1574
Eldridge Investment Advisors
New Hampshire
-$202K -2,750 Closed
SAA
1575
Southeast Asset Advisors
Georgia
-$202K -2,749 Closed

CL Hedge Fund Activity: Q4 2019 in Review

1,510 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Colgate-Palmolive (CL) for Q4 2019, worth a combined $45.9B — down 6.2% from $48.9B a quarter earlier.

Buyers outnumbered sellers: 177 funds opened new CL positions and 94 closed out — a net gain of 83 holders — while 473 added to existing stakes and 588 trimmed.

The largest buyer was Tikehau Investment Management, opening a new position worth an estimated $260M. The largest seller was Fiera Capital (Canada), cutting an estimated $244M.

  • 1,510 institutional investors held Colgate-Palmolive (CL) as of Q4 2019, up from 1,447 in Q3 2019.
  • Funds reported $45.9B of Colgate-Palmolive stock for Q4 2019, down 6.2% quarter-over-quarter.
  • 177 funds opened new Colgate-Palmolive positions in Q4 2019 and 94 closed out, a net change of +83 holders.
  • The largest Colgate-Palmolive buyer in Q4 2019 was Tikehau Investment Management, an estimated $260M added.
  • The largest Colgate-Palmolive seller in Q4 2019 was Fiera Capital (Canada), an estimated $244M sold.

Based on aggregated 13F filings for Q4 2019.