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1,120 hedge funds and large institutions have $17.6B invested in Clorox in 2020 Q1 according to their latest regulatory filings, with 178 funds opening new positions, 386 increasing their positions, 385 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more funds holding in top 10

Funds holding in top 10: 1027 (+17)

128% more first-time investments, than exits

New positions opened: 178 | Existing positions closed: 78

15% more capital invested

Capital invested by funds: $15.4B → $17.6B (+$2.26B)

9% more funds holding

Funds holding: 1,0301,120 (+90)

1.26% more ownership

Funds ownership: 80.11%81.37% (+1.3%)

0% more repeat investments, than reductions

Existing positions increased: 386 | Existing positions reduced: 385

32% less call options, than puts

Call options by funds: $283M | Put options by funds: $415M

Holders
1,120
Holders Change
+90
Holders Change %
+8.74%
% of All Funds
24.68%
Holding in Top 10
27
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+170%
% of All Funds
0.59%
New
178
Increased
386
Reduced
385
Closed
78
Calls
$283M
Puts
$415M
Net Calls
-$132M
Net Calls Change
-$148M
Name Holding Trade Value Shares
Change
Change in
Stake
GIM
501
Grassi Investment Management
California
$1.04M
JFL
502
Jarislowsky, Fraser Ltd
Quebec, Canada
$1.03M
SWP
503
Stratos Wealth Partners
Ohio
$1.02M +$122K +739 +14%
V
504
Veritable
Delaware
$999K -$8.76K -53 -0.9%
ECM
505
Evergreen Capital Management
Washington
$997K +$951K +5,756 New
WS
506
Wedbush Securities
California
$995K +$93K +563 +11%
NIT
507
NumerixS Investment Technologies
British Columbia, Canada
$990K +$233K +1,413 +33%
MSFP
508
Mark Sheptoff Financial Planning
Connecticut
$988K -$33K -200 -3%
EP
509
Eudaimonia Partners
Tennessee
$988K +$155K +941 +20%
EGM
510
Engineers Gate Manager
New York
$987K +$667K +4,036 +243%
WSTAM
511
Wilbanks Smith & Thomas Asset Management
Virginia
$981K +$32.2K +195 +4%
MCCP
512
Mission Creek Capital Partners
California
$977K +$36.5K +221 +4%
HCM
513
Hall Capital Management
Rhode Island
$967K -$7.43K -45 -0.8%
CA
514
Continuum Advisory
Idaho
$955K +$904K +5,470 New
CFGS
515
Concourse Financial Group Securities
Alabama
$952K +$290K +1,756 +47%
MCM
516
Murphy Capital Management
New Jersey
$948K -$24K -145 -3%
LNC
517
Lincoln National Corp
Pennsylvania
$948K +$313K +1,894 +53%
UAS
518
United Asset Strategies
New York
$944K +$900K +5,448 New
FT
519
Fiduciary Trust
Massachusetts
$931K -$47.9K -290 -5%
CFA
520
Carroll Financial Associates
North Carolina
$931K +$410K +2,479 +86%
LSERS
521
Louisiana State Employees Retirement System
Louisiana
$918K -$116K -700 -12%
PAM
522
Palisade Asset Management
Minnesota
$916K
AIP
523
Ameritas Investment Partners
Nebraska
$913K -$129K -780 -13%
CT
524
Caldwell Trust
Florida
$909K +$330 +2 +0%
FHA
525
Flagship Harbor Advisors
Massachusetts
$905K +$144K +869 +20%

CLX Hedge Fund Activity: Q1 2020 in Review

1,120 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Clorox (CLX) for Q1 2020, worth a combined $17.6B — up 15% from $15.4B a quarter earlier.

Buyers outnumbered sellers: 178 funds opened new CLX positions and 78 closed out — a net gain of 100 holders — while 386 added to existing stakes and 385 trimmed.

The largest buyer was Bank of America, adding an estimated $174M. The largest seller was Parnassus Investments, cutting an estimated $419M.

  • 1,120 institutional investors held Clorox (CLX) as of Q1 2020, up from 1,030 in Q4 2019.
  • Funds reported $17.6B of Clorox stock for Q1 2020, up 15% quarter-over-quarter.
  • 178 funds opened new Clorox positions in Q1 2020 and 78 closed out, a net change of +100 holders.
  • The largest Clorox buyer in Q1 2020 was Bank of America, an estimated $174M added.
  • The largest Clorox seller in Q1 2020 was Parnassus Investments, an estimated $419M sold.

Based on aggregated 13F filings for Q1 2020.