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Colgate-Palmolive

1,699 hedge funds and large institutions have $52.1B invested in Colgate-Palmolive in 2022 Q4 according to their latest regulatory filings, with 190 funds opening new positions, 573 increasing their positions, 591 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

179% more first-time investments, than exits

New positions opened: 190 | Existing positions closed: 68

14% more call options, than puts

Call options by funds: $380M | Put options by funds: $333M

13% more capital invested

Capital invested by funds: $46.2B → $52.1B (+$5.94B)

5% more funds holding

Funds holding: 1,6151,699 (+84)

0.11% more ownership

Funds ownership: 78.99%79.1% (+0.11%)

3% less repeat investments, than reductions

Existing positions increased: 573 | Existing positions reduced: 591

4% less funds holding in top 10

Funds holding in top 10: 2423 (-1)

Holders
1,699
Holders Change
+84
Holders Change %
+5.2%
% of All Funds
27.31%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.37%
New
190
Increased
573
Reduced
591
Closed
68
Calls
$380M
Puts
$333M
Net Calls
+$46.6M
Net Calls Change
-$92.9M
Name Holding Trade Value Shares
Change
Change in
Stake
CFD
1601
Creative Financial Designs
Indiana
$28K -$5.4K -72 -17%
DFCM
1602
Dark Forest Capital Management
Puerto Rico
$27.4K +$4.42K +59 +20%
WAM
1603
WFA Asset Management
Wisconsin
$27.3K +$150 +2 +0.6%
HNWAG
1604
High Net Worth Advisory Group
Florida
$27.1K
AWM
1605
Accurate Wealth Management
Florida
$27.1K +$25.9K +346 New
AWM
1606
Avior Wealth Management
Nebraska
$26.9K
JWA
1607
JFS Wealth Advisors
Pennsylvania
$26.3K
TAM
1608
Tucker Asset Management
Colorado
$25.7K
C
1609
Covestor
United Kingdom
$25K -$375 -5 -2%
MFT
1610
Moisand Fitzgerald Tamayo
Florida
$24.4K +$10.2K +136 +78%
CH
1611
Canton Hathaway
Rhode Island
$23K
SA
1612
SRH Advisors
Kansas
$22K -$45K -600 -68%
GAG
1613
Goodman Advisory Group
Massachusetts
$22K
HC
1614
Hoese & Co
Minnesota
$22K
PGAM
1615
Princeton Global Asset Management
New Jersey
$22K
TCM
1616
Tanaka Capital Management
New York
$22K
NFSG
1617
Newbridge Financial Services Group
Florida
$21.8K +$75 +1 +0.4%
BCM
1618
Bourgeon Capital Management
Connecticut
$21.7K +$150 +2 +0.7%
IFS
1619
Intelligent Financial Strategies
Minnesota
$21.5K +$20.5K +273 New
EE
1620
EWG Elevate
California
$20.5K +$19.5K +260 New
MFG
1621
Mendota Financial Group
Wisconsin
$20.1K +$19.1K +255 New
OIA
1622
Optimum Investment Advisors
Illinois
$19.7K
TWM
1623
Tradition Wealth Management
Minnesota
$19K +$2.25K +30 +15%
TAIM
1624
TD Ameritrade Investment Management
Nebraska
$19K +$18.1K +241 New
LFA
1625
Legend Financial Advisors
Pennsylvania
$19K +$11.2K +150 +165%

CL Hedge Fund Activity: Q4 2022 in Review

1,699 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Colgate-Palmolive (CL) for Q4 2022, worth a combined $52.1B — up 13% from $46.2B a quarter earlier.

Buyers outnumbered sellers: 190 funds opened new CL positions and 68 closed out — a net gain of 122 holders — while 573 added to existing stakes and 591 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $251M. The largest seller was Bank of New York Mellon, cutting an estimated $612M.

  • 1,699 institutional investors held Colgate-Palmolive (CL) as of Q4 2022, up from 1,615 in Q3 2022.
  • Funds reported $52.1B of Colgate-Palmolive stock for Q4 2022, up 13% quarter-over-quarter.
  • 190 funds opened new Colgate-Palmolive positions in Q4 2022 and 68 closed out, a net change of +122 holders.
  • The largest Colgate-Palmolive buyer in Q4 2022 was Morgan Stanley, an estimated $251M added.
  • The largest Colgate-Palmolive seller in Q4 2022 was Bank of New York Mellon, an estimated $612M sold.

Based on aggregated 13F filings for Q4 2022.