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Colgate-Palmolive

1,614 hedge funds and large institutions have $46.2B invested in Colgate-Palmolive in 2022 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 570 increasing their positions, 601 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more call options, than puts

Call options by funds: $434M | Put options by funds: $295M

33% more funds holding in top 10

Funds holding in top 10: 1824 (+6)

0.19% less ownership

Funds ownership: 79.18%78.99% (-0.19%)

5% less repeat investments, than reductions

Existing positions increased: 570 | Existing positions reduced: 601

3% less funds holding

Funds holding: 1,6681,614 (-54)

12% less capital invested

Capital invested by funds: $52.5B → $46.2B (-$6.34B)

27% less first-time investments, than exits

New positions opened: 82 | Existing positions closed: 113

Holders
1,614
Holders Change
-54
Holders Change %
-3.24%
% of All Funds
27.8%
Holding in Top 10
24
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+33.33%
% of All Funds
0.41%
New
82
Increased
570
Reduced
601
Closed
113
Calls
$434M
Puts
$295M
Net Calls
+$140M
Net Calls Change
-$51.5M
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
1676
EPG Wealth Management
Georgia
-$213K -2,654 Closed
MAA
1677
Matrix Asset Advisors
New York
-$212K -2,650 Closed
HCC
1678
Hirtle Callaghan & Co
Pennsylvania
-$211K -2,629 Closed
HVIA
1679
Hudson Valley Investment Advisors
New York
-$209K -2,613 Closed
CWP
1680
Concord Wealth Partners
Virginia
-$209K -2,609 Closed
SSA
1681
South Street Advisors
New York
-$208K -2,600 Closed
MU
1682
Mirova US
Massachusetts
-$207K -2,592 Closed
SFA
1683
Source Financial Advisors
New York
-$207K -2,581 Closed
EM
1684
Excalibur Management
Massachusetts
-$205K -2,560 Closed
AWA
1685
Arkadios Wealth Advisors
Georgia
-$205K -2,556 Closed
SWA
1686
Sax Wealth Advisors
New Jersey
-$205K -2,552 Closed
IA
1687
Integrity Advisory
Kansas
-$204K -2,549 Closed
MC
1688
Montag & Caldwell
Georgia
-$204K -2,548 Closed
IGWM
1689
ICA Group Wealth Management
Colorado
-$211K -2,539 Closed
WAG
1690
Winthrop Advisory Group
Massachusetts
-$203K -2,535 Closed
ACP
1691
Aviance Capital Partners
Florida
-$203K -2,530 Closed
CCM
1692
Carlson Capital Management
Minnesota
-$202K -2,517 Closed
OWA
1693
Opal Wealth Advisors
New York
-$201K -2,504 Closed
IC
1694
Inscription Capital
Texas
-$200K -2,500 Closed
SCA
1695
STALEY CAPITAL ADVISERS
Pennsylvania
-$200K -2,500 Closed
NFC
1696
Northeast Financial Consultants
Connecticut
-$200K -2,498 Closed
SPWM
1697
Spartan Planning & Wealth Management
North Carolina
-$165K -2,105 -100%
HFS
1698
Heritage Financial Services
Massachusetts
-$167K -2,096 Closed
SWM
1699
Scissortail Wealth Management
Oklahoma
-$167K -1,962 Closed
PFGIA
1700
Patriot Financial Group Insurance Agency
Massachusetts
-$142K -1,772 Closed

CL Hedge Fund Activity: Q3 2022 in Review

1,614 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Colgate-Palmolive (CL) for Q3 2022, worth a combined $46.2B — down 12% from $52.5B a quarter earlier.

Sellers outnumbered buyers: 113 funds closed out of CL and 82 opened new positions — a net loss of 31 holders — while 601 trimmed existing stakes and 570 added.

The largest buyer was Third Point, adding an estimated $750M. The largest seller was Massachusetts Financial Services, cutting an estimated $1.11B.

  • 1,614 institutional investors held Colgate-Palmolive (CL) as of Q3 2022, down from 1,668 in Q2 2022.
  • Funds reported $46.2B of Colgate-Palmolive stock for Q3 2022, down 12% quarter-over-quarter.
  • 82 funds opened new Colgate-Palmolive positions in Q3 2022 and 113 closed out, a net change of -31 holders.
  • The largest Colgate-Palmolive buyer in Q3 2022 was Third Point, an estimated $750M added.
  • The largest Colgate-Palmolive seller in Q3 2022 was Massachusetts Financial Services, an estimated $1.11B sold.

Based on aggregated 13F filings for Q3 2022.