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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
VWA
1726
Valued Wealth Advisors
Utah
$2.49K +$2.63K +35 New
DPW
1727
DiNuzzo Private Wealth
Pennsylvania
$2.39K +$2.26K +30 New
MBFW
1728
Morton Brown Family Wealth
Pennsylvania
$2.31K +$2.18K +29 New
RWPA
1729
Richard W. Paul & Associates
Michigan
$2.07K
PA
1730
Pineridge Advisors
Missouri
$1.99K +$1.88K +25 New
CJ
1731
Caitlin John
Michigan
$1.82K +$1.73K +23 New
TCA
1732
Trifecta Capital Advisors
Illinois
$1.44K
FSWA
1733
Financial Synergies Wealth Advisors
Texas
$1.34K +$150 +2 +13%
HWP
1734
Highline Wealth Partners
California
$1.27K
RS
1735
Rakuten Securities
Japan
$1.12K +$1.05K +14 New
WA
1736
WestEnd Advisors
North Carolina
$1.04K
LIWM
1737
Long Island Wealth Management
New York
$1K +$1.13K +15 New
CTB
1738
Country Trust Bank
Illinois
$877
CAM
1739
ClariVest Asset Management
California
$713 +$75 +1 +13%
PA
1740
PSI Advisors
Florida
$558
CTWM
1741
Cherry Tree Wealth Management
Minnesota
$359
DWM
1742
Dogwood Wealth Management
Kansas
$12
B
1743
Birchbrook
Maine
$2
Holocene Advisors
1744
Holocene Advisors
New York
-$279M -3,917,196 Closed
Viking Global Investors
1745
Viking Global Investors
Connecticut
-$101M -1,424,845 Closed
SAM
1746
Scopus Asset Management
New York
-$38.2M -537,500 Closed
CSS
1747
Cubist Systematic Strategies
Connecticut
-$17.2M -228,366 Closed
CIM
1748
Chiron Investment Management
New York
-$11.6M -163,351 Closed
DCM
1749
Dupont Capital Management
Delaware
-$10.3M -144,306 Closed
ECM
1750
Element Capital Management
New York
-$6.37M -89,566 Closed

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.