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Colgate-Palmolive

1,741 hedge funds and large institutions have $54.9B invested in Colgate-Palmolive in 2023 Q4 according to their latest regulatory filings, with 228 funds opening new positions, 562 increasing their positions, 642 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

172% more call options, than puts

Call options by funds: $1.12B | Put options by funds: $412M

162% more first-time investments, than exits

New positions opened: 228 | Existing positions closed: 87

16% more capital invested

Capital invested by funds: $47.5B → $54.9B (+$7.41B)

7% more funds holding

Funds holding: 1,6211,741 (+120)

3.04% more ownership

Funds ownership: 80.51%83.55% (+3%)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

12% less repeat investments, than reductions

Existing positions increased: 562 | Existing positions reduced: 642

Holders
1,741
Holders Change
+120
Holders Change %
+7.4%
% of All Funds
25.38%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
228
Increased
562
Reduced
642
Closed
87
Calls
$1.12B
Puts
$412M
Net Calls
+$707M
Net Calls Change
+$816M
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
1626
American Capital Advisory
Idaho
$38.6K +$36.4K +484 New
FCT
1627
First Community Trust
Iowa
$38.4K -$9.47K -126 -21%
BIA
1628
Bell Investment Advisors
California
$37.7K -$10.8K -143 -23%
ZB
1629
Zions Bancorporation
Utah
$37.4K +$7.52K +100 +27%
GJIA
1630
Glass Jacobson Investment Advisors
Maryland
$36.9K
KFS
1631
Kelly Financial Services
Massachusetts
$36.1K +$150 +2 +0.4%
MSWM
1632
McGlone Suttner Wealth Management
Wisconsin
$34.1K +$32.2K +428 New
KWAG
1633
Kiely Wealth Advisory Group
North Carolina
$33.3K +$30.1K +400 New
GTAM
1634
Global Trust Asset Management
Florida
$32.3K -$15K -200 -33%
CWAF
1635
Core Wealth Advisors (Florida)
Florida
$32.2K +$11K +146 +57%
AW
1636
Avion Wealth
Texas
$32K +$13.2K +175 +78%
AEPWM
1637
Atlantic Edge Private Wealth Management
Florida
$31.9K +$30.1K +400 New
Kayne Anderson Rudnick Investment Management
1638
Kayne Anderson Rudnick Investment Management
California
$31.4K -$7.67K -102 -21%
JWA
1639
JFS Wealth Advisors
Pennsylvania
$30.6K +$526 +7 +2%
GAMC
1640
Garner Asset Management Corp
Texas
$30.2K +$27.1K +360 New
WAM
1641
WFA Asset Management
Wisconsin
$28.4K +$150 +2 +0.6%
IUHSA
1642
Itau Unibanco Holding S.A.
Brazil
$27.2K +$1.5K +20 +6%
SIC
1643
SJS Investment Consulting
Ohio
$26.2K +$8.12K +108 +49%
AS
1644
Altshuler Shaham
Israel
$26.2K -$3.46K -46 -12%
LI
1645
Louisbourg Investments
New Brunswick, Canada
$26.1K +$24.6K +327 New
RCM
1646
Raleigh Capital Management
North Carolina
$25.6K +$5.64K +75 +30%
VAG
1647
VisionPoint Advisory Group
Texas
$24.7K -$75 -1 -0.3%
USB
1648
Union Savings Bank
Connecticut
$24.6K +$10.1K +134 +77%
AWM
1649
Abound Wealth Management
Tennessee
$24.2K +$7.59K +101 +50%
BC
1650
Barrett & Company
Rhode Island
$23.9K

CL Hedge Fund Activity: Q4 2023 in Review

1,741 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Colgate-Palmolive (CL) for Q4 2023, worth a combined $54.9B — up 16% from $47.5B a quarter earlier.

Buyers outnumbered sellers: 228 funds opened new CL positions and 87 closed out — a net gain of 141 holders — while 562 added to existing stakes and 642 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.65B. The largest seller was Wellington Management Group, cutting an estimated $303M.

  • 1,741 institutional investors held Colgate-Palmolive (CL) as of Q4 2023, up from 1,621 in Q3 2023.
  • Funds reported $54.9B of Colgate-Palmolive stock for Q4 2023, up 16% quarter-over-quarter.
  • 228 funds opened new Colgate-Palmolive positions in Q4 2023 and 87 closed out, a net change of +141 holders.
  • The largest Colgate-Palmolive buyer in Q4 2023 was Morgan Stanley, an estimated $1.65B added.
  • The largest Colgate-Palmolive seller in Q4 2023 was Wellington Management Group, an estimated $303M sold.

Based on aggregated 13F filings for Q4 2023.