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Colgate-Palmolive

1,635 hedge funds and large institutions have $52.8B invested in Colgate-Palmolive in 2021 Q2 according to their latest regulatory filings, with 116 funds opening new positions, 574 increasing their positions, 615 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 72

19% more call options, than puts

Call options by funds: $306M | Put options by funds: $257M

2% more funds holding

Funds holding: 1,6081,635 (+27)

3% more capital invested

Capital invested by funds: $51.1B → $52.8B (+$1.71B)

0.32% more ownership

Funds ownership: 77.37%77.7% (+0.32%)

0% more funds holding in top 10

Funds holding in top 10: 1313 (0)

7% less repeat investments, than reductions

Existing positions increased: 574 | Existing positions reduced: 615

Holders
1,635
Holders Change
+27
Holders Change %
+1.68%
% of All Funds
28.45%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.23%
New
116
Increased
574
Reduced
615
Closed
72
Calls
$306M
Puts
$257M
Net Calls
+$49.2M
Net Calls Change
+$21.1M
Name Holding Trade Value Shares
Change
Change in
Stake
IRC
1601
Investors Research Corp
Georgia
$10K
TAM
1602
Tucker Asset Management
Colorado
$9.52K
MIM
1603
Macroview Investment Management
Maryland
$9K +$82 +1 +0.9%
IF
1604
Ironwood Financial
Arizona
$9K +$3.43K +42 +67%
TLFA
1605
True Link Financial Advisors
California
$9K +$4.99K +61 +139%
GKIM
1606
GW&K Investment Management
Massachusetts
$9K +$8.67K +106 New
RIA
1607
RPG Investment Advisory
California
$8K
SWM
1608
Selective Wealth Management
Virginia
$8K
SN
1609
Sittner & Nelson
Oregon
$8K
HF
1610
Halpern Financial
Virginia
$7.32K -$1.88K -23 -20%
CWA
1611
Carolina Wealth Advisors
South Carolina
$6K
HFM
1612
Harvest Fund Management
China
$6K
SWM
1613
Sugarloaf Wealth Management
Georgia
$6K +$82 +1 +1%
RWML
1614
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$5.86K -$5.89K -72 -50%
LB
1615
Legacy Bridge
Iowa
$5K
MFT
1616
Moisand Fitzgerald Tamayo
Florida
$5K
PG
1617
Proffitt & Goodson
Tennessee
$5K
SFO
1618
Standard Family Office
South Dakota
$5K +$3.68K +45 +300%
AFG
1619
Albion Financial Group
Utah
$5K +$4.66K +57 New
ACA
1620
Atlas Capital Advisors
Wyoming
$3.9K +$3.92K +48 New
PCA
1621
Providence Capital Advisors
North Carolina
$3K -$3.08M -37,700 -100%
HWMA
1622
Heritage Wealth Management (Arizona)
Arizona
$3K -$26.9K -329 -91%
LWM
1623
Liberty Wealth Management
California
$3K -$9.73K -119 -78%
APWA
1624
Atlas Private Wealth Advisors
New Jersey
$3K
HCM
1625
Horrell Capital Management
Arkansas
$3K

CL Hedge Fund Activity: Q2 2021 in Review

1,635 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Colgate-Palmolive (CL) for Q2 2021, worth a combined $52.8B — up 3.3% from $51.1B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new CL positions and 72 closed out — a net gain of 44 holders — while 574 added to existing stakes and 615 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $254M. The largest seller was First Trust Advisors, cutting an estimated $149M.

  • 1,635 institutional investors held Colgate-Palmolive (CL) as of Q2 2021, up from 1,608 in Q1 2021.
  • Funds reported $52.8B of Colgate-Palmolive stock for Q2 2021, up 3.3% quarter-over-quarter.
  • 116 funds opened new Colgate-Palmolive positions in Q2 2021 and 72 closed out, a net change of +44 holders.
  • The largest Colgate-Palmolive buyer in Q2 2021 was Wellington Management Group, an estimated $254M added.
  • The largest Colgate-Palmolive seller in Q2 2021 was First Trust Advisors, an estimated $149M sold.

Based on aggregated 13F filings for Q2 2021.