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Colgate-Palmolive

1,657 hedge funds and large institutions have $50.6B invested in Colgate-Palmolive in 2023 Q1 according to their latest regulatory filings, with 124 funds opening new positions, 584 increasing their positions, 611 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more call options, than puts

Call options by funds: $590M | Put options by funds: $436M

1.88% more ownership

Funds ownership: 79.1%80.98% (+1.9%)

3% less capital invested

Capital invested by funds: $52.1B → $50.6B (-$1.51B)

4% less repeat investments, than reductions

Existing positions increased: 584 | Existing positions reduced: 611

5% less first-time investments, than exits

New positions opened: 124 | Existing positions closed: 130

2% less funds holding

Funds holding: 1,6981,657 (-41)

35% less funds holding in top 10

Funds holding in top 10: 2315 (-8)

Holders
1,657
Holders Change
-41
Holders Change %
-2.41%
% of All Funds
26.41%
Holding in Top 10
15
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-34.78%
% of All Funds
0.24%
New
124
Increased
584
Reduced
611
Closed
130
Calls
$590M
Puts
$436M
Net Calls
+$153M
Net Calls Change
+$107M
Name Holding Trade Value Shares
Change
Change in
Stake
JWA
1576
JFS Wealth Advisors
Pennsylvania
$22.6K -$2.45K -33 -10%
QL
1577
Quarry LP
New York
$22.6K +$13.2K +178 +145%
WIM
1578
WealthPlan Investment Management
Nebraska
$22.5K +$22.3K +300 New
CH
1579
Canton Hathaway
Rhode Island
$22K
PGAM
1580
Princeton Global Asset Management
New Jersey
$21.1K
GAG
1581
Goodman Advisory Group
Massachusetts
$21K
SA
1582
SRH Advisors
Kansas
$21K
TCM
1583
Tanaka Capital Management
New York
$21K
HC
1584
Hoese & Co
Minnesota
$20.9K
BCM
1585
Bourgeon Capital Management
Connecticut
$20.8K +$74 +1 +0.4%
IFS
1586
Intelligent Financial Strategies
Minnesota
$20.6K
MFG
1587
Mendota Financial Group
Wisconsin
$19.3K
GC
1588
Gould Capital
Washington
$19.3K +$1.93K +26 +11%
OIA
1589
Optimum Investment Advisors
Illinois
$18.8K
SIC
1590
SJS Investment Consulting
Ohio
$18.1K +$223 +3 +1%
WPA
1591
West Paces Advisors
Georgia
$17.4K +$6.99K +94 +69%
WAS
1592
Winch Advisory Services
Wisconsin
$16K
Capstone Investment Advisors
1593
Capstone Investment Advisors
New York
$15.9K -$2.04M -27,461 -99%
CWP
1594
Concord Wealth Partners
Virginia
$15.4K -$36.7K -493 -71%
Kayne Anderson Rudnick Investment Management
1595
Kayne Anderson Rudnick Investment Management
California
$15K
AW
1596
Avion Wealth
Texas
$15K
AWM
1597
Atticus Wealth Management
Florida
$14.7K
LFA
1598
Legend Financial Advisors
Pennsylvania
$14.4K -$3.72K -50 -21%
SC
1599
Schubert & Co
Texas
$14K -$2.01K -27 -13%
LFG
1600
Larson Financial Group
Missouri
$13.9K

CL Hedge Fund Activity: Q1 2023 in Review

1,657 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Colgate-Palmolive (CL) for Q1 2023, worth a combined $50.6B — down 2.9% from $52.1B a quarter earlier.

Sellers outnumbered buyers: 130 funds closed out of CL and 124 opened new positions — a net loss of 6 holders — while 611 trimmed existing stakes and 584 added.

The largest buyer was Sarasin & Partners, adding an estimated $361M. The largest seller was D.E. Shaw & Co, cutting an estimated $316M.

  • 1,657 institutional investors held Colgate-Palmolive (CL) as of Q1 2023, down from 1,698 in Q4 2022.
  • Funds reported $50.6B of Colgate-Palmolive stock for Q1 2023, down 2.9% quarter-over-quarter.
  • 124 funds opened new Colgate-Palmolive positions in Q1 2023 and 130 closed out, a net change of -6 holders.
  • The largest Colgate-Palmolive buyer in Q1 2023 was Sarasin & Partners, an estimated $361M added.
  • The largest Colgate-Palmolive seller in Q1 2023 was D.E. Shaw & Co, an estimated $316M sold.

Based on aggregated 13F filings for Q1 2023.