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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
WA
1576
Wambolt & Associates
Colorado
-$201K -2,732 Closed
VIM
1577
Veritas Investment Management
United Kingdom
-$165K -2,250 Closed
AM
1578
Atwater Malick
Pennsylvania
-$144K -1,954 Closed
OFS
1579
Orrstown Financial Services
Pennsylvania
-$129K -1,730 Closed
CIAS
1580
Capital Investment Advisory Services
North Carolina
-$108K -1,474 Closed
CAGAS
1581
Capital Advisory Group Advisory Services
Minnesota
-$95K -1,291 Closed
WC
1582
Weil Company
California
-$90K -1,220 Closed
PCM
1583
Princeton Capital Management
New Jersey
-$86K -1,174 Closed
SB
1584
Strategic Blueprint
Georgia
-$59K -803 Closed
NCM
1585
Nelson Capital Management
California
-$59K -800 Closed
APSP
1586
Asset Planning Services (Pennsylvania)
Pennsylvania
-$41K -559 Closed
GSWM
1587
Golden State Wealth Management
California
-$37K -508 Closed
KWA
1588
KCS Wealth Advisory
California
-$33.5K -456 Closed
HCM
1589
Hilton Capital Management
New York
-$29K -400 Closed
LD
1590
Lipe & Dalton
New York
-$29K -400 Closed
EAM
1591
Erste Asset Management
Austria
-$23.9K -350 Closed
FAM
1592
Fred Alger Management
New York
-$17K -227 Closed
GWAG
1593
Garrett Wealth Advisory Group
Texas
-$13.1K -178 Closed
EWM
1594
Elmwood Wealth Management
California
-$11K -143 Closed
LGWM
1595
Litman Gregory Wealth Management
California
-$10K -137 Closed
QCIG
1596
Quad-Cities Investment Group
Iowa
-$9K -126 Closed
AS
1597
Altshuler Shaham
Israel
-$7K -89 Closed
ME
1598
McIlrath & Eck
Washington
-$3K -47 Closed
RTC
1599
Riverview Trust Company
Washington
-$3K -41 Closed
TVWM
1600
Tower View Wealth Management
Wisconsin
-$3K -40 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.