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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
IRC
1601
Investors Research Corp
Georgia
$13.4K
JFA
1602
JNBA Financial Advisors
Minnesota
$13.3K
SIS
1603
Sound Income Strategies
Florida
$13K
TAIM
1604
TD Ameritrade Investment Management
Nebraska
$13K -$5.5K -74 -31%
GFL
1605
Granite FO LLC
New Hampshire
$12K +$11.2K +150 New
VWM
1606
Valley Wealth Managers
New Jersey
$11.9K
OIS
1607
Okabena Investment Services
Minnesota
$11.5K -$43.9K -591 -84%
BCMLT
1608
Beacon Capital Management LLC (Tennessee)
Tennessee
$11.3K
RDFA
1609
Ritter Daniher Financial Advisory
Ohio
$11.3K +$11.2K +150 New
CFD
1610
Creative Financial Designs
Indiana
$11.2K -$15.3K -206 -58%
MWM
1611
Mascoma Wealth Management
New Hampshire
$10.7K
NECFA
1612
New England Capital Financial Advisors
Connecticut
$10.2K +$74 +1 +0.7%
TC
1613
Tacita Capital
Ontario, Canada
$10K -$5.58K -75 -37%
Fisher Asset Management
1614
Fisher Asset Management
Washington
$9.84K -$242K -3,252 -96%
MIM
1615
Macroview Investment Management
Maryland
$9K +$74 +1 +0.8%
PCM
1616
Penserra Capital Management
California
$9K -$3.58M -48,155 -100%
FRA
1617
Front Row Advisors
California
$9K
JIR
1618
James Investment Research
Ohio
$8K
NMG
1619
New Millennium Group
Utah
$7.82K
LWA
1620
Lowe Wealth Advisors
Maryland
$7.51K -$9.59K -129 -56%
GWSA
1621
Global Wealth Strategies & Associates
Colorado
$7.51K
AWM
1622
Abound Wealth Management
Tennessee
$7.31K +$223 +3 +3%
ACA
1623
Atlas Capital Advisors
Wyoming
$6.84K
PCM
1624
Pointe Capital Management
Michigan
$6.46K +$6.39K +86 New
SWM
1625
Sugarloaf Wealth Management
Georgia
$6.1K

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.