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988 hedge funds and large institutions have $15B invested in Clorox in 2018 Q4 according to their latest regulatory filings, with 139 funds opening new positions, 276 increasing their positions, 354 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 139 | Existing positions closed: 75

63% more funds holding in top 10

Funds holding in top 10: 813 (+5)

6% more funds holding

Funds holding: 933988 (+55)

1% less capital invested

Capital invested by funds: $15.2B → $15B (-$135M)

1.23% less ownership

Funds ownership: 78.75%77.51% (-1.2%)

17% less call options, than puts

Call options by funds: $101M | Put options by funds: $121M

22% less repeat investments, than reductions

Existing positions increased: 276 | Existing positions reduced: 354

Holders
988
Holders Change
+55
Holders Change %
+5.89%
% of All Funds
22.01%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.29%
New
139
Increased
276
Reduced
354
Closed
75
Calls
$101M
Puts
$121M
Net Calls
-$20.1M
Net Calls Change
-$42.1M
Name Holding Trade Value Shares
Change
Change in
Stake
FBT
251
First Bankers Trust
Kentucky
$3.17M +$1.52M +9,751 +90%
AssetMark Inc
252
AssetMark Inc
California
$3.11M -$3.85M -24,698 -55%
RI
253
Rudd International
Florida
$3.06M +$3.09M +19,860 New
PSUF
254
People's United Financial
Connecticut
$3.03M +$431K +2,764 +16%
SFS
255
Sowell Financial Services
Arkansas
$3.02M -$37.1K -238 -1%
BOCM
256
Bontempo Ohly Capital Management
Maryland
$3.01M +$26.8K +172 +0.9%
MCWS
257
McKinley Carter Wealth Services
West Virginia
$3M +$90.5K +581 +3%
SPC
258
Sigma Planning Corp
Michigan
$3M -$40.5K -260 -1%
EWM
259
Executive Wealth Management
Michigan
$3M +$3.03M +19,468 New
NMIMC
260
Northwestern Mutual Investment Management Company
Wisconsin
$2.97M -$492K -3,159 -14%
PI
261
Pettee Investors
Connecticut
$2.92M -$163K -1,046 -5%
WB
262
Webster Bank
Connecticut
$2.91M +$240K +1,541 +9%
BA
263
Bennicas & Associates
California
$2.91M -$33.8K -217 -1%
LIM
264
Leavell Investment Management
Alabama
$2.89M
Fuller & Thaler Asset Management
265
Fuller & Thaler Asset Management
California
$2.89M -$1.87M -12,023 -39%
AB
266
Amalgamated Bank
New York
$2.85M -$84.4K -542 -3%
GIA
267
GHP Investment Advisors
Colorado
$2.85M +$190K +1,218 +7%
Marshall Wace
268
Marshall Wace
United Kingdom
$2.82M +$2.85M +18,281 New
MML Investors Services
269
MML Investors Services
Massachusetts
$2.81M +$31.3K +201 +1%
AI
270
Atria Investments
North Carolina
$2.79M +$26.6K +171 +1%
MSA
271
Mason Street Advisors
Wisconsin
$2.77M -$1.4K -9 -0%
RMCM
272
Reynders McVeigh Capital Management
Massachusetts
$2.77M +$384K +2,465 +16%
MG
273
Mather Group
Illinois
$2.75M +$415K +2,663 +18%
NIC
274
Northwest Investment Counselors
Oregon
$2.74M +$3.74K +24 +0.1%
Wealth Enhancement Advisory Services
275
Wealth Enhancement Advisory Services
Minnesota
$2.73M +$2.76M +17,708 New

CLX Hedge Fund Activity: Q4 2018 in Review

988 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Clorox (CLX) for Q4 2018, worth a combined $15B — down 0.89% from $15.2B a quarter earlier.

Buyers outnumbered sellers: 139 funds opened new CLX positions and 75 closed out — a net gain of 64 holders — while 276 added to existing stakes and 354 trimmed.

The largest buyer was BlackRock, adding an estimated $117M. The largest seller was Morgan Stanley, cutting an estimated $177M.

  • 988 institutional investors held Clorox (CLX) as of Q4 2018, up from 933 in Q3 2018.
  • Funds reported $15B of Clorox stock for Q4 2018, down 0.89% quarter-over-quarter.
  • 139 funds opened new Clorox positions in Q4 2018 and 75 closed out, a net change of +64 holders.
  • The largest Clorox buyer in Q4 2018 was BlackRock, an estimated $117M added.
  • The largest Clorox seller in Q4 2018 was Morgan Stanley, an estimated $177M sold.

Based on aggregated 13F filings for Q4 2018.