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Colgate-Palmolive

1,651 hedge funds and large institutions have $57.2B invested in Colgate-Palmolive in 2020 Q4 according to their latest regulatory filings, with 214 funds opening new positions, 522 increasing their positions, 588 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

197% more first-time investments, than exits

New positions opened: 214 | Existing positions closed: 72

33% more funds holding in top 10

Funds holding in top 10: 1216 (+4)

11% more capital invested

Capital invested by funds: $51.7B → $57.2B (+$5.54B)

8% more funds holding

Funds holding: 1,5311,651 (+120)

0.26% less ownership

Funds ownership: 78.31%78.05% (-0.26%)

11% less repeat investments, than reductions

Existing positions increased: 522 | Existing positions reduced: 588

18% less call options, than puts

Call options by funds: $277M | Put options by funds: $337M

Holders
1,651
Holders Change
+120
Holders Change %
+7.84%
% of All Funds
29.21%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.28%
New
214
Increased
522
Reduced
588
Closed
72
Calls
$277M
Puts
$337M
Net Calls
-$61M
Net Calls Change
-$16.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
1626
CSat Investment Advisory
Michigan
$8K -$363K -4,384 -98%
HF
1627
Halpern Financial
Virginia
$7.7K
SWM
1628
Sugarloaf Wealth Management
Georgia
$7K +$83 +1 +1%
TC
1629
Truvestments Capital
Florida
$7K +$6.86K +83 New
HFA
1630
Hoover Financial Advisors
Pennsylvania
$7K +$7.53K +91 New
BFC
1631
Bedel Financial Consulting
Indiana
$6K
CWA
1632
Carolina Wealth Advisors
South Carolina
$6K
SFPG
1633
Stonebridge Financial Planning Group
Florida
$6K
MFT
1634
Moisand Fitzgerald Tamayo
Florida
$6K +$1.07K +13 +22%
IF
1635
Ironwood Financial
Arizona
$5K
LB
1636
Legacy Bridge
Iowa
$5K
PG
1637
Proffitt & Goodson
Tennessee
$5K
AFG
1638
Albion Financial Group
Utah
$5K +$4.71K +57 New
APWA
1639
Atlas Private Wealth Advisors
New Jersey
$4K
TLFA
1640
True Link Financial Advisors
California
$4K +$3.64K +44 New
HCM
1641
Horrell Capital Management
Arkansas
$3K
MAWCM
1642
Mine & Arao Wealth Creation & Management
California
$3K
PCA
1643
Providence Capital Advisors
North Carolina
$3K
SFO
1644
Standard Family Office
South Dakota
$3K +$2.98K +36 New
TFA
1645
Transamerica Financial Advisors
Florida
$1K -$744 -9 -45%
FI
1646
Fosun International
China
$694 +$676K +8,170 New
NDSI
1647
Newman Dignan & Sheerar Inc
Rhode Island
$215 +$208K +2,520 New
CBTWT
1648
Community Bank & Trust (Waco, Texas)
Texas
$203 +$197K +2,379 New
TI
1649
tru Independence
Oregon
$24 +$23.3K +282 New
CIM
1650
CCLA Investment Management
United Kingdom
-$56.8M -736,560 Closed

CL Hedge Fund Activity: Q4 2020 in Review

1,651 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Colgate-Palmolive (CL) for Q4 2020, worth a combined $57.2B — up 11% from $51.7B a quarter earlier.

Buyers outnumbered sellers: 214 funds opened new CL positions and 72 closed out — a net gain of 142 holders — while 522 added to existing stakes and 588 trimmed.

The largest buyer was American Century Companies, adding an estimated $234M. The largest seller was State Street, cutting an estimated $205M.

  • 1,651 institutional investors held Colgate-Palmolive (CL) as of Q4 2020, up from 1,531 in Q3 2020.
  • Funds reported $57.2B of Colgate-Palmolive stock for Q4 2020, up 11% quarter-over-quarter.
  • 214 funds opened new Colgate-Palmolive positions in Q4 2020 and 72 closed out, a net change of +142 holders.
  • The largest Colgate-Palmolive buyer in Q4 2020 was American Century Companies, an estimated $234M added.
  • The largest Colgate-Palmolive seller in Q4 2020 was State Street, an estimated $205M sold.

Based on aggregated 13F filings for Q4 2020.