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Colgate-Palmolive

1,699 hedge funds and large institutions have $52.1B invested in Colgate-Palmolive in 2022 Q4 according to their latest regulatory filings, with 190 funds opening new positions, 573 increasing their positions, 591 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

179% more first-time investments, than exits

New positions opened: 190 | Existing positions closed: 68

14% more call options, than puts

Call options by funds: $380M | Put options by funds: $333M

13% more capital invested

Capital invested by funds: $46.2B → $52.1B (+$5.94B)

5% more funds holding

Funds holding: 1,6151,699 (+84)

0.11% more ownership

Funds ownership: 78.99%79.1% (+0.11%)

3% less repeat investments, than reductions

Existing positions increased: 573 | Existing positions reduced: 591

4% less funds holding in top 10

Funds holding in top 10: 2423 (-1)

Holders
1,699
Holders Change
+84
Holders Change %
+5.2%
% of All Funds
27.31%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.37%
New
190
Increased
573
Reduced
591
Closed
68
Calls
$380M
Puts
$333M
Net Calls
+$46.6M
Net Calls Change
-$92.9M
Name Holding Trade Value Shares
Change
Change in
Stake
CB
1676
Centennial Bank
Arkansas
$2.76K +$2.62K +35 New
TWD
1677
True Wealth Design
Ohio
$2.74K +$2.62K +35 New
CSWM
1678
Cassady Schiller Wealth Management
Ohio
$2.68K +$2.55K +34 New
MAWCM
1679
Mine & Arao Wealth Creation & Management
California
$2.62K
TCM
1680
Tradewinds Capital Management
Washington
$2.05K +$1.95K +26 New
GBT
1681
Grove Bank & Trust
Florida
$2K +$1.5K +20 New
BAM
1682
Baldrige Asset Management
Pennsylvania
$2K +$1.87K +25 New
MCM
1683
Magnolia Capital Management
New York
$2K +$2.17K +29 New
MWC
1684
MBM Wealth Consultants
Missouri
$2K +$2.32K +31 New
HWP
1685
Highline Wealth Partners
California
$1.58K +$300 +4 +25%
LF
1686
Lee Financial
Texas
$1.5K
TCA
1687
Trifecta Capital Advisors
Illinois
$1.42K +$1.35K +18 New
FSWA
1688
Financial Synergies Wealth Advisors
Texas
$1.34K
TCOT
1689
Trust Company of Toledo
Ohio
$1.28K
ECM
1690
Everence Capital Management
Indiana
$1.2K -$207K -2,760 -15%
RCC
1691
Red Cedar Capital
Nebraska
$1K
FA
1692
Fiduciary Alliance
South Carolina
$979 +$900 +12 New
WA
1693
WestEnd Advisors
North Carolina
$788 +$150 +2 +25%
RA
1694
Rise Advisors
New York
$638
CMP
1695
Coston McIsaac & Partners
Maine
$624 +$3.22K +43 +0.5%
PA
1696
PSI Advisors
Florida
$552
ITIM
1697
Indiana Trust & Investment Management
Indiana
$235 +$224K +2,983 New
FGAM
1698
Financial Gravity Asset Management
Texas
$221 -$3.3K -44 -2%
DC
1699
Dendur Capital
New York
-$30.9M -440,000 Closed
PTC
1700
Petrus Trust Company
Texas
-$24.3M -346,362 Closed

CL Hedge Fund Activity: Q4 2022 in Review

1,699 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Colgate-Palmolive (CL) for Q4 2022, worth a combined $52.1B — up 13% from $46.2B a quarter earlier.

Buyers outnumbered sellers: 190 funds opened new CL positions and 68 closed out — a net gain of 122 holders — while 573 added to existing stakes and 591 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $251M. The largest seller was Bank of New York Mellon, cutting an estimated $612M.

  • 1,699 institutional investors held Colgate-Palmolive (CL) as of Q4 2022, up from 1,615 in Q3 2022.
  • Funds reported $52.1B of Colgate-Palmolive stock for Q4 2022, up 13% quarter-over-quarter.
  • 190 funds opened new Colgate-Palmolive positions in Q4 2022 and 68 closed out, a net change of +122 holders.
  • The largest Colgate-Palmolive buyer in Q4 2022 was Morgan Stanley, an estimated $251M added.
  • The largest Colgate-Palmolive seller in Q4 2022 was Bank of New York Mellon, an estimated $612M sold.

Based on aggregated 13F filings for Q4 2022.