Colgate-Palmolive
1,393 hedge funds and large institutions have $43.9B invested in Colgate-Palmolive in 2018 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 429 increasing their positions, 601 reducing their positions, and 79 closing their positions.
3% more capital invested
Capital invested by funds: $42.7B → $43.9B (+$1.2B)
0.11% more ownership
Funds ownership: 75.7% → 75.81% (+0.11%)
2% less funds holding
Funds holding: 1,417 → 1,393 (-24)
5% less funds holding in top 10
Funds holding in top 10: 20 → 19 (-1)
13% less first-time investments, than exits
New positions opened: 69 | Existing positions closed: 79
16% less call options, than puts
Call options by funds: $352M | Put options by funds: $418M
29% less repeat investments, than reductions
Existing positions increased: 429 | Existing positions reduced: 601
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$209M |
| 2 |
GAM
Genesis Asset Managers
Guernsey, Channel Islands,
United Kingdom
|
+$184M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$114M |
| 4 |
Fundsmith LLP
London,
United Kingdom
|
+$98.2M |
| 5 |
State Street
Boston,
Massachusetts
|
+$84.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$167M |
| 2 |
ATO
Alecta Tjanstepension Omsesidigt
Stockholm,
Sweden
|
-$105M |
| 3 |
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
|
-$71.5M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$69.2M |
| 5 |
TCIM
TIAA CREF Investment Management
New York
|
-$68.6M |
CL Hedge Fund Activity: Q3 2018 in Review
1,393 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Colgate-Palmolive (CL) for Q3 2018, worth a combined $43.9B — up 2.8% from $42.7B a quarter earlier.
Sellers outnumbered buyers: 79 funds closed out of CL and 69 opened new positions — a net loss of 10 holders — while 601 trimmed existing stakes and 429 added.
The largest buyer was Wellington Management Group, adding an estimated $209M. The largest seller was Capital World Investors, cutting an estimated $167M.
- 1,393 institutional investors held Colgate-Palmolive (CL) as of Q3 2018, down from 1,417 in Q2 2018.
- Funds reported $43.9B of Colgate-Palmolive stock for Q3 2018, up 2.8% quarter-over-quarter.
- 69 funds opened new Colgate-Palmolive positions in Q3 2018 and 79 closed out, a net change of -10 holders.
- The largest Colgate-Palmolive buyer in Q3 2018 was Wellington Management Group, an estimated $209M added.
- The largest Colgate-Palmolive seller in Q3 2018 was Capital World Investors, an estimated $167M sold.
Based on aggregated 13F filings for Q3 2018.