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Colgate-Palmolive

1,189 hedge funds and large institutions have $42.7B invested in Colgate-Palmolive in 2014 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 426 increasing their positions, 482 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 47

0% less funds holding

Funds holding: 1,1931,189 (-4)

1.45% less ownership

Funds ownership: 73.19%71.74% (-1.4%)

7% less capital invested

Capital invested by funds: $45.6B → $42.7B (-$2.98B)

12% less repeat investments, than reductions

Existing positions increased: 426 | Existing positions reduced: 482

14% less call options, than puts

Call options by funds: $284M | Put options by funds: $331M

33% less funds holding in top 10

Funds holding in top 10: 4027 (-13)

Holders
1,189
Holders Change
-4
Holders Change %
-0.34%
% of All Funds
34.49%
Holding in Top 10
27
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-32.5%
% of All Funds
0.78%
New
50
Increased
426
Reduced
482
Closed
47
Calls
$284M
Puts
$331M
Net Calls
-$47.3M
Net Calls Change
-$56.3M
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$4.28B -$62.6M -949,238 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.43B +$38.7M +586,559 +1%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$2.74B -$161M -2,443,358 -5%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$1.66B -$2.4M -36,426 -0.1%
BIT
5
BlackRock Institutional Trust
California
$1.57B -$7.61M -115,321 -0.5%
Massachusetts Financial Services
6
Massachusetts Financial Services
Massachusetts
$1.44B +$12.2M +184,265 +0.8%
JP Morgan Chase
7
JP Morgan Chase
New York
$793M +$209M +3,164,574 +35%
Northern Trust
8
Northern Trust
Illinois
$786M -$20.4M -308,777 -2%
Renaissance Technologies
9
Renaissance Technologies
New York
$719M +$93.5M +1,417,200 +15%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$637M +$64.3M +975,203 +11%
JHIU
11
Janus Henderson Investors US
Colorado
$629M -$126M -1,904,077 -16%
BFA
12
BlackRock Fund Advisors
California
$613M +$19.8M +300,505 +3%
Wells Fargo
13
Wells Fargo
California
$565M -$6.94M -105,188 -1%
State Farm Mutual Automobile Insurance
14
State Farm Mutual Automobile Insurance
Illinois
$557M
Capital World Investors
15
Capital World Investors
California
$541M
Grantham, Mayo, Van Otterloo & Co (GMO)
16
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$515M -$4.26M -64,620 -0.8%
U
17
UBS
Switzerland
$480M +$51.3M +777,282 +12%
Bank of America
18
Bank of America
North Carolina
$464M +$6.48M +98,260 +1%
BG
19
BlackRock Group
United Kingdom
$449M -$2.14M -32,514 -0.5%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$413M -$3.08M -46,724 -0.7%
Caisse de Depot et Placement du Quebec (CDPQ)
21
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$406M -$1.42M -21,500 -0.3%
Morgan Stanley
22
Morgan Stanley
New York
$401M -$98.6M -1,495,101 -20%
Norges Bank
23
Norges Bank
Norway
$375M -$380M -5,756,799 -50%
O
24
OppenheimerFunds
New York
$355M +$1.05M +15,960 +0.3%
Goldman Sachs
25
Goldman Sachs
New York
$352M -$65.3M -990,514 -16%

CL Hedge Fund Activity: Q3 2014 in Review

1,189 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Colgate-Palmolive (CL) for Q3 2014, worth a combined $42.7B — down 6.5% from $45.6B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new CL positions and 47 closed out — a net gain of 3 holders — while 426 added to existing stakes and 482 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $209M. The largest seller was Norges Bank, cutting an estimated $380M.

  • 1,189 institutional investors held Colgate-Palmolive (CL) as of Q3 2014, down from 1,193 in Q2 2014.
  • Funds reported $42.7B of Colgate-Palmolive stock for Q3 2014, down 6.5% quarter-over-quarter.
  • 50 funds opened new Colgate-Palmolive positions in Q3 2014 and 47 closed out, a net change of +3 holders.
  • The largest Colgate-Palmolive buyer in Q3 2014 was JP Morgan Chase, an estimated $209M added.
  • The largest Colgate-Palmolive seller in Q3 2014 was Norges Bank, an estimated $380M sold.

Based on aggregated 13F filings for Q3 2014.