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Colgate-Palmolive

1,651 hedge funds and large institutions have $57.2B invested in Colgate-Palmolive in 2020 Q4 according to their latest regulatory filings, with 214 funds opening new positions, 522 increasing their positions, 588 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

197% more first-time investments, than exits

New positions opened: 214 | Existing positions closed: 72

33% more funds holding in top 10

Funds holding in top 10: 1216 (+4)

11% more capital invested

Capital invested by funds: $51.7B → $57.2B (+$5.54B)

8% more funds holding

Funds holding: 1,5311,651 (+120)

0.26% less ownership

Funds ownership: 78.31%78.05% (-0.26%)

11% less repeat investments, than reductions

Existing positions increased: 522 | Existing positions reduced: 588

18% less call options, than puts

Call options by funds: $277M | Put options by funds: $337M

Holders
1,651
Holders Change
+120
Holders Change %
+7.84%
% of All Funds
29.21%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.28%
New
214
Increased
522
Reduced
588
Closed
72
Calls
$277M
Puts
$337M
Net Calls
-$61M
Net Calls Change
-$16.4M
Name Holding Trade Value Shares
Change
Change in
Stake
TW
1701
Transform Wealth
Colorado
-$215K -2,790 Closed
EIA
1702
Edgemoor Investment Advisors
Maryland
-$202K -2,623 Closed
WPW
1703
Waldron Private Wealth
Pennsylvania
-$201K -2,608 Closed
FFA
1704
Founders Financial Alliance
North Carolina
-$153K -1,906 Closed
AIM
1705
Arcadia Investment Management
Michigan
-$108K -1,400 Closed
BWM
1706
BNC Wealth Management
Oregon
-$93K -1,200 Closed
PCM
1707
Penserra Capital Management
California
-$80K -1,044 Closed
SIA
1708
SeaBridge Investment Advisors
New Jersey
-$80K -1,042 Closed
RA
1709
Rational Advisors
New York
-$75K -972 Closed
JWM
1710
Jeppson Wealth Management
California
-$51K -667 Closed
HCA
1711
Horan Capital Advisors
Ohio
-$33K -432 Closed
AA
1712
Advisory Alpha
Michigan
-$28K -364 Closed
PCWA
1713
Pacific Capital Wealth Advisors
California
-$15K -200 Closed
SMG
1714
Spectrum Management Group
Indiana
-$8K -104 Closed
TF
1715
TimeScale Financial
Massachusetts
-$8K -102 Closed
GCA
1716
Greenwood Capital Associates
South Carolina
-$8K -100 Closed
JSC
1717
Jackson Square Capital
California
-$6K -80 Closed
PWM
1718
Provident Wealth Management
Tennessee
-$6K -78 Closed
CA
1719
Crewe Advisors
Utah
-$4K -49 Closed
WCG
1720
Weaver Consulting Group
California
-$4K -45 Closed
AWM
1721
Adams Wealth Management
Utah
-$2K -20 Closed
LWA
1722
Lenox Wealth Advisors
New York
+$83 +1 New
CWM
1723
Curi Wealth Management
North Carolina
+$910 +11 New

CL Hedge Fund Activity: Q4 2020 in Review

1,651 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Colgate-Palmolive (CL) for Q4 2020, worth a combined $57.2B — up 11% from $51.7B a quarter earlier.

Buyers outnumbered sellers: 214 funds opened new CL positions and 72 closed out — a net gain of 142 holders — while 522 added to existing stakes and 588 trimmed.

The largest buyer was American Century Companies, adding an estimated $234M. The largest seller was State Street, cutting an estimated $205M.

  • 1,651 institutional investors held Colgate-Palmolive (CL) as of Q4 2020, up from 1,531 in Q3 2020.
  • Funds reported $57.2B of Colgate-Palmolive stock for Q4 2020, up 11% quarter-over-quarter.
  • 214 funds opened new Colgate-Palmolive positions in Q4 2020 and 72 closed out, a net change of +142 holders.
  • The largest Colgate-Palmolive buyer in Q4 2020 was American Century Companies, an estimated $234M added.
  • The largest Colgate-Palmolive seller in Q4 2020 was State Street, an estimated $205M sold.

Based on aggregated 13F filings for Q4 2020.