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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
LFG
1551
Larson Financial Group
Missouri
$53.9K +$39.9K +515 +278%
OIS
1552
Okabena Investment Services
Minnesota
$53.9K +$45.7K +591 +542%
BIA
1553
Bell Investment Advisors
California
$53K +$464 +6 +0.9%
CAL
1554
Capital Advisors Ltd
Ohio
$53K +$21.7K +280 +68%
FMTCOCP
1555
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$52K
WP
1556
WealthPLAN Partners
Nebraska
$51.4K -$20.6K -266 -29%
BTI
1557
Blue Trust Inc
Georgia
$51K -$189K -2,444 -78%
PCTC
1558
Perkins Coie Trust Company
Washington
$50.2K -$24.7K -319 -33%
CA
1559
Centerpoint Advisors
Massachusetts
$50K
AAP
1560
Arax Advisory Partners
Colorado
$49.3K +$232 +3 +0.5%
GI
1561
Gradient Investments
Minnesota
$48.1K +$10.3K +133 +27%
LFA
1562
Level Financial Advisors
New York
$47.1K
MA
1563
MCF Advisors
Kentucky
$47.1K
FCT
1564
First Community Trust
Iowa
$46.8K
GTAM
1565
Global Trust Asset Management
Florida
$46.7K -$15.5K -200 -25%
MFA
1566
McClarren Financial Advisors
Pennsylvania
$46K +$310 +4 +0.7%
CA
1567
Crewe Advisors
Utah
$43.7K +$1.32K +17 +3%
CCP
1568
Carmel Capital Partners
California
$43.1K
WBC
1569
West Branch Capital
Massachusetts
$42.4K
KC
1570
Kepos Capital
New York
$38K +$37.9K +489 New
ZB
1571
Zions Bancorporation
Utah
$37.8K -$6.81K -88 -15%
AS
1572
Altshuler Shaham
Israel
$37.4K -$7.12K -92 -16%
GJIA
1573
Glass Jacobson Investment Advisors
Maryland
$35.7K +$35.8K +463 New
WTG
1574
West Tower Group
Virginia
$35.6K +$35.8K +462 New
TC
1575
Truvestments Capital
Florida
$35.1K +$1.94K +25 +6%

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.