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Colgate-Palmolive

1,417 hedge funds and large institutions have $42.7B invested in Colgate-Palmolive in 2018 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 457 increasing their positions, 599 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.06% more ownership

Funds ownership: 74.64%75.7% (+1.1%)

6% less call options, than puts

Call options by funds: $415M | Put options by funds: $439M

9% less first-time investments, than exits

New positions opened: 85 | Existing positions closed: 93

1% less funds holding

Funds holding: 1,4381,417 (-21)

9% less capital invested

Capital invested by funds: $46.7B → $42.7B (-$4.04B)

17% less funds holding in top 10

Funds holding in top 10: 2420 (-4)

24% less repeat investments, than reductions

Existing positions increased: 457 | Existing positions reduced: 599

Holders
1,417
Holders Change
-21
Holders Change %
-1.46%
% of All Funds
32.44%
Holding in Top 10
20
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-16.67%
% of All Funds
0.46%
New
85
Increased
457
Reduced
599
Closed
93
Calls
$415M
Puts
$439M
Net Calls
-$24.2M
Net Calls Change
+$53.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.72B +$229M +3,499,575 +5%
BlackRock
2
BlackRock
New York
$3.47B -$31.4M -479,577 -0.9%
State Street
3
State Street
Massachusetts
$3.46B -$63.5M -970,302 -2%
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$2.11B +$222M +3,397,667 +12%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$1.3B +$104M +1,596,825 +9%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$1.27B +$111M +1,695,548 +9%
UBS Group
7
UBS Group
Switzerland
$833M -$51.4M -785,459 -6%
Loomis, Sayles & Company
8
Loomis, Sayles & Company
Massachusetts
$736M +$626M +9,572,470 +537%
First Eagle Investment Management
9
First Eagle Investment Management
New York
$724M +$219M +3,341,866 +43%
Northern Trust
10
Northern Trust
Illinois
$685M +$1.3M +19,942 +0.2%
Wells Fargo
11
Wells Fargo
California
$611M -$30.4M -464,185 -5%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$610M -$33.7K -515 -0%
Bank of America
13
Bank of America
North Carolina
$578M +$166M +2,542,396 +40%
State Farm Mutual Automobile Insurance
14
State Farm Mutual Automobile Insurance
Illinois
$565M
Norges Bank
15
Norges Bank
Norway
$530M -$11.9M -181,456 -2%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$513M -$431M -6,593,640 -45%
Renaissance Technologies
17
Renaissance Technologies
New York
$467M -$132M -2,022,700 -22%
O
18
OppenheimerFunds
New York
$440M +$26.5M +405,430 +6%
Morgan Stanley
19
Morgan Stanley
New York
$406M -$121M -1,842,853 -23%
Goldman Sachs
20
Goldman Sachs
New York
$362M -$146M -2,231,316 -29%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$335M +$37.3M +570,960 +12%
APG Asset Management
22
APG Asset Management
Netherlands
$325M +$15M +228,900 +4%
Fiera Capital (Canada)
23
Fiera Capital (Canada)
Quebec, Canada
$325M +$14.4M +219,925 +5%
Franklin Resources
24
Franklin Resources
California
$308M -$3.63M -55,504 -1%
D.E. Shaw & Co
25
D.E. Shaw & Co
New York
$303M +$85.9M +1,313,294 +39%

CL Hedge Fund Activity: Q2 2018 in Review

1,417 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Colgate-Palmolive (CL) for Q2 2018, worth a combined $42.7B — down 8.7% from $46.7B a quarter earlier.

Sellers outnumbered buyers: 93 funds closed out of CL and 85 opened new positions — a net loss of 8 holders — while 599 trimmed existing stakes and 457 added.

The largest buyer was Loomis, Sayles & Company, adding an estimated $626M. The largest seller was Fidelity Investments, cutting an estimated $431M.

  • 1,417 institutional investors held Colgate-Palmolive (CL) as of Q2 2018, down from 1,438 in Q1 2018.
  • Funds reported $42.7B of Colgate-Palmolive stock for Q2 2018, down 8.7% quarter-over-quarter.
  • 85 funds opened new Colgate-Palmolive positions in Q2 2018 and 93 closed out, a net change of -8 holders.
  • The largest Colgate-Palmolive buyer in Q2 2018 was Loomis, Sayles & Company, an estimated $626M added.
  • The largest Colgate-Palmolive seller in Q2 2018 was Fidelity Investments, an estimated $431M sold.

Based on aggregated 13F filings for Q2 2018.