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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
VCM
1551
Versant Capital Management
Arizona
$105K +$2.18K +29 +2%
GC
1552
Garde Capital
Washington
$104K +$97.7K +1,300 New
CSB
1553
City State Bank
Iowa
$102K
EBA
1554
Eagle Bay Advisors
New York
$99.1K -$35.1K -467 -27%
HWA
1555
Heritage Wealth Advisors
Virginia
$96.3K +$30.1K +400 +50%
AA
1556
AlphaMark Advisors
Kentucky
$96K
GCM
1557
Galibier Capital Management
Ontario, Canada
$95.7K
ATC
1558
Advantage Trust Company
Kansas
$94.1K +$88.8K +1,181 New
TFGT
1559
TS Financial Group (TSFG)
Illinois
$94K
FFA
1560
First Foundation Advisors
California
$94K -$304K -4,047 -77%
JFA
1561
JNBA Financial Advisors
Minnesota
$93.8K
BHWM
1562
Beaird Harris Wealth Management
Texas
$91.2K +$301 +4 +0.4%
CWC
1563
Carolinas Wealth Consulting
North Carolina
$89.5K -$28.2K -375 -3%
AF
1564
Advisornet Financial
Minnesota
$87.7K -$37.1K -494 -31%
Twin Tree Management
1565
Twin Tree Management
Texas
$84.7K +$79.8K +1,062 New
KFI
1566
Key Financial Inc
Pennsylvania
$82.8K
CAC
1567
Core Alternative Capital
Georgia
$82.6K -$8.65K -115 -10%
NF
1568
Norwood Financial
Pennsylvania
$82.1K
LFG
1569
Larson Financial Group
Missouri
$81.9K +$902 +12 +1%
FMP
1570
Financial Management Professionals
Texas
$81K
PMFA
1571
Plante Moran Financial Advisors
Michigan
$80.2K +$1.65K +22 +2%
CCMW
1572
Cypress Capital Management (Wyoming)
Wyoming
$79.7K -$42.1K -560 -36%
WSC
1573
Wellington Shields & Co
New York
$79.7K
CTC
1574
Cetera Trust Company
Minnesota
$79.7K +$75.2K +1,000 New
BEI
1575
Benjamin Edwards Inc
Missouri
$79K +$226 +3 +0.3%

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.