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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
IGWM
1676
ICA Group Wealth Management
Colorado
$14.3K +$13.5K +180 New
IRC
1677
Investors Research Corp
Georgia
$14.2K
MFT
1678
Moisand Fitzgerald Tamayo
Florida
$13.6K -$10.5K -140 -45%
CFD
1679
Creative Financial Designs
Indiana
$13.3K -$301 -4 -2%
SR
1680
Syntax Research
Florida
$13.2K -$1.5K -20 -11%
CAM
1681
Creekmur Asset Management
Illinois
$13.2K +$12.4K +165 New
RDFA
1682
Ritter Daniher Financial Advisory
Ohio
$12K
IPW
1683
Impact Partnership Wealth
Georgia
$11.7K
EC
1684
EntryPoint Capital
New York
$11.5K +$10.8K +144 New
NECFA
1685
New England Capital Financial Advisors
Connecticut
$11.1K +$75 +1 +0.7%
BCMLT
1686
Beacon Capital Management LLC (Tennessee)
Tennessee
$10.7K -$5.94K -79 -34%
DRS
1687
Deane Retirement Strategies
Louisiana
$10.3K -$1.87M -24,850 -99%
RWML
1688
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$10.3K
OA
1689
Operose Advisors
Wisconsin
$9.88K -$14.4K -191 -61%
LFA
1690
Legend Financial Advisors
Pennsylvania
$9.8K +$2.41K +32 +35%
MIM
1691
Macroview Investment Management
Maryland
$9.73K +$75 +1 +0.8%
FRA
1692
Front Row Advisors
California
$9.72K
DCM
1693
Davis Capital Management
Florida
$9.01K +$8.5K +113 New
NMG
1694
New Millennium Group
Utah
$8.29K
RFG
1695
RFP Financial Group
Georgia
$8.21K +$7.74K +103 New
GWSA
1696
Global Wealth Strategies & Associates
Colorado
$7.97K
LWA
1697
Lowe Wealth Advisors
Maryland
$7.97K
MWM
1698
Mascoma Wealth Management
New Hampshire
$7.97K
RL
1699
Rogco LP
Oklahoma
$7.97K
VWM
1700
Valley Wealth Managers
New Jersey
$7.97K

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.