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Colgate-Palmolive

1,680 hedge funds and large institutions have $51B invested in Colgate-Palmolive in 2023 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 543 increasing their positions, 693 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more call options, than puts

Call options by funds: $458M | Put options by funds: $250M

38% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 81

1% more funds holding

Funds holding: 1,6581,680 (+22)

1% more capital invested

Capital invested by funds: $50.6B → $51B (+$363M)

1.26% less ownership

Funds ownership: 80.98%79.73% (-1.3%)

13% less funds holding in top 10

Funds holding in top 10: 1513 (-2)

22% less repeat investments, than reductions

Existing positions increased: 543 | Existing positions reduced: 693

Holders
1,680
Holders Change
+22
Holders Change %
+1.33%
% of All Funds
26.37%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.2%
New
112
Increased
543
Reduced
693
Closed
81
Calls
$458M
Puts
$250M
Net Calls
+$208M
Net Calls Change
+$54.9M
Name Holding Trade Value Shares
Change
Change in
Stake
VWM
1626
Valley Wealth Managers
New Jersey
$12.2K
1832 Asset Management
1627
1832 Asset Management
Ontario, Canada
$12.1K -$3.76M -48,600 -100%
GFL
1628
Granite FO LLC
New Hampshire
$11.6K
RDFA
1629
Ritter Daniher Financial Advisory
Ohio
$11.6K
CAS
1630
Coppell Advisory Solutions
Texas
$10.9K +$11.1K +143 New
WAM
1631
Worth Asset Management
Texas
$10.9K +$11K +142 New
NECFA
1632
New England Capital Financial Advisors
Connecticut
$10.6K +$77 +1 +0.7%
Fisher Asset Management
1633
Fisher Asset Management
Washington
$10.1K
PIAS
1634
PCA Investment Advisory Services
Ohio
$10K +$10.1K +130 New
TC
1635
Tacita Capital
Ontario, Canada
$10K
RWML
1636
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$9.94K
MIM
1637
Macroview Investment Management
Maryland
$9.29K +$77 +1 +0.8%
GA
1638
GoalVest Advisory
New York
$9.24K +$9.29K +120 New
TAIM
1639
TD Ameritrade Investment Management
Nebraska
$9K -$4.1K -53 -32%
FRA
1640
Front Row Advisors
California
$9K
TVWM
1641
Tower View Wealth Management
Wisconsin
$9K +$9.06K +117 New
WOSD
1642
WFA of San Diego
California
$8.47K +$8.52K +110 New
NMG
1643
New Millennium Group
Utah
$8.01K
GWSA
1644
Global Wealth Strategies & Associates
Colorado
$7.7K
LWA
1645
Lowe Wealth Advisors
Maryland
$7.7K
ICM
1646
Intrepid Capital Management
Florida
$7.7K +$7.74K +100 New
MWM
1647
Mascoma Wealth Management
New Hampshire
$7.63K -$2.63K -34 -25%
SWM
1648
Sugarloaf Wealth Management
Georgia
$6.29K +$77 +1 +1%
CWA
1649
Carolina Wealth Advisors
South Carolina
$5.7K
NSG
1650
Nalls Sherbakoff Group
Tennessee
$5.36K

CL Hedge Fund Activity: Q2 2023 in Review

1,680 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Colgate-Palmolive (CL) for Q2 2023, worth a combined $51B — up 0.72% from $50.6B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new CL positions and 81 closed out — a net gain of 31 holders — while 543 added to existing stakes and 693 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $1.08B. The largest seller was Third Point, exiting entirely with an estimated $830M sold.

  • 1,680 institutional investors held Colgate-Palmolive (CL) as of Q2 2023, up from 1,658 in Q1 2023.
  • Funds reported $51B of Colgate-Palmolive stock for Q2 2023, up 0.72% quarter-over-quarter.
  • 112 funds opened new Colgate-Palmolive positions in Q2 2023 and 81 closed out, a net change of +31 holders.
  • The largest Colgate-Palmolive buyer in Q2 2023 was T. Rowe Price Associates, an estimated $1.08B added.
  • The largest Colgate-Palmolive seller in Q2 2023 was Third Point, an estimated $830M sold.

Based on aggregated 13F filings for Q2 2023.