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Colgate-Palmolive

1,657 hedge funds and large institutions have $50.6B invested in Colgate-Palmolive in 2023 Q1 according to their latest regulatory filings, with 124 funds opening new positions, 584 increasing their positions, 611 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more call options, than puts

Call options by funds: $590M | Put options by funds: $436M

1.88% more ownership

Funds ownership: 79.1%80.98% (+1.9%)

3% less capital invested

Capital invested by funds: $52.1B → $50.6B (-$1.51B)

4% less repeat investments, than reductions

Existing positions increased: 584 | Existing positions reduced: 611

5% less first-time investments, than exits

New positions opened: 124 | Existing positions closed: 130

2% less funds holding

Funds holding: 1,6981,657 (-41)

35% less funds holding in top 10

Funds holding in top 10: 2315 (-8)

Holders
1,657
Holders Change
-41
Holders Change %
-2.41%
% of All Funds
26.41%
Holding in Top 10
15
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-34.78%
% of All Funds
0.24%
New
124
Increased
584
Reduced
611
Closed
130
Calls
$590M
Puts
$436M
Net Calls
+$153M
Net Calls Change
+$107M
Name Holding Trade Value Shares
Change
Change in
Stake
FFA
1726
Founders Financial Alliance
North Carolina
-$232K -2,951 Closed
STA
1727
Summit Trail Advisors
New York
-$229K -2,902 Closed
ACM
1728
Ategra Capital Management
Virginia
-$222K -2,814 Closed
RZH
1729
Relyea Zuckerberg Hanson
Connecticut
-$221K -2,808 Closed
IAN
1730
Integrated Advisors Network
Texas
-$219K -2,777 Closed
CGFA
1731
Colton Groome Financial Advisors
North Carolina
-$215K -2,732 Closed
JF
1732
JSF Financial
California
-$215K -2,730 Closed
EB
1733
Eastern Bank
Massachusetts
-$211K -2,683 Closed
GP
1734
Girard Partners
Pennsylvania
-$211K -2,673 Closed
CFO
1735
Collective Family Office
Pennsylvania
-$209K -2,653 Closed
PFM
1736
Patton Fund Management
Texas
-$209K -2,652 Closed
MAA
1737
Matrix Asset Advisors
New York
-$209K -2,650 Closed
EWM
1738
EPG Wealth Management
Georgia
-$208K -2,640 Closed
HFM
1739
Harvest Fund Management
China
-$207K -2,633 Closed
PJSIMP
1740
P.J. Schmidt Investment Management (PJS)
Wisconsin
-$207K -2,625 Closed
FAIM
1741
Financial Advocates Investment Management
Washington
-$207K -2,624 Closed
APG
1742
Abacus Planning Group
South Carolina
-$206K -2,619 Closed
HVIA
1743
Hudson Valley Investment Advisors
New York
-$206K -2,613 Closed
GFP
1744
Gryphon Financial Partners
Ohio
-$206K -2,611 Closed
SSA
1745
South Street Advisors
New York
-$205K -2,600 Closed
AOWM
1746
Alpha Omega Wealth Management
Virginia
-$204K -2,595 Closed
RCWM
1747
Royal Capital Wealth Management
Indiana
-$204K -2,592 Closed
CWAG
1748
Compton Wealth Advisory Group
Virginia
-$204K -2,584 Closed
ACP
1749
Aviance Capital Partners
Florida
-$202K -2,569 Closed
OWA
1750
Opal Wealth Advisors
New York
-$202K -2,567 Closed

CL Hedge Fund Activity: Q1 2023 in Review

1,657 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Colgate-Palmolive (CL) for Q1 2023, worth a combined $50.6B — down 2.9% from $52.1B a quarter earlier.

Sellers outnumbered buyers: 130 funds closed out of CL and 124 opened new positions — a net loss of 6 holders — while 611 trimmed existing stakes and 584 added.

The largest buyer was Sarasin & Partners, adding an estimated $361M. The largest seller was D.E. Shaw & Co, cutting an estimated $316M.

  • 1,657 institutional investors held Colgate-Palmolive (CL) as of Q1 2023, down from 1,698 in Q4 2022.
  • Funds reported $50.6B of Colgate-Palmolive stock for Q1 2023, down 2.9% quarter-over-quarter.
  • 124 funds opened new Colgate-Palmolive positions in Q1 2023 and 130 closed out, a net change of -6 holders.
  • The largest Colgate-Palmolive buyer in Q1 2023 was Sarasin & Partners, an estimated $361M added.
  • The largest Colgate-Palmolive seller in Q1 2023 was D.E. Shaw & Co, an estimated $316M sold.

Based on aggregated 13F filings for Q1 2023.