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1,206 hedge funds and large institutions have $18.8B invested in Clorox in 2021 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 412 increasing their positions, 487 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more call options, than puts

Call options by funds: $363M | Put options by funds: $286M

4% less funds holding

Funds holding: 1,2621,206 (-56)

4.69% less ownership

Funds ownership: 82.86%78.17% (-4.7%)

10% less capital invested

Capital invested by funds: $20.9B → $18.8B (-$2.15B)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

15% less repeat investments, than reductions

Existing positions increased: 412 | Existing positions reduced: 487

30% less first-time investments, than exits

New positions opened: 94 | Existing positions closed: 135

Holders
1,206
Holders Change
-56
Holders Change %
-4.44%
% of All Funds
21.18%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.12%
New
94
Increased
412
Reduced
487
Closed
135
Calls
$363M
Puts
$286M
Net Calls
+$76.9M
Net Calls Change
+$100M
Name Holding Trade Value Shares
Change
Change in
Stake
DT
501
Diversified Trust
Tennessee
$1.15M +$836K +4,345 +273%
CFA
502
Carroll Financial Associates
North Carolina
$1.12M -$31.2K -162 -3%
SSB
503
Sandy Spring Bank
Maryland
$1.12M +$15.6K +81 +1%
FNBOMD
504
First National Bank of Mount Dora
Florida
$1.11M -$1.15M -5,961 -51%
AAS
505
Avantax Advisory Services
Texas
$1.11M +$184K +957 +20%
DIA
506
Dean Investment Associates
Ohio
$1.1M -$111K -578 -9%
OQS
507
Occudo Quantitative Strategies
Florida
$1.1M -$387K -2,008 -26%
GT
508
Greenleaf Trust
Michigan
$1.1M -$92.6K -481 -8%
NMIMC
509
Northwestern Mutual Investment Management Company
Wisconsin
$1.1M -$234K -1,214 -18%
JFL
510
Jarislowsky, Fraser Ltd
Quebec, Canada
$1.1M
WB
511
WesBanco Bank
West Virginia
$1.1M +$1.1M +5,690 New
MCCP
512
Mission Creek Capital Partners
California
$1.08M -$3.08K -16 -0.3%
RMDI
513
R.M. Davis Inc
Maine
$1.07M -$169K -876 -14%
CAM
514
Cresset Asset Management
Illinois
$1.06M +$668K +3,470 +173%
FT
515
Fiduciary Trust
Massachusetts
$1.05M -$2.69K -14 -0.3%
S
516
SignatureFD
Georgia
$1.05M +$93K +483 +10%
JCM
517
Jag Capital Management
Missouri
$1.04M -$4.62K -24 -0.4%
MP
518
McDonald Partners
Ohio
$1.03M +$59.1K +307 +6%
EMG
519
ETF Managers Group
New Jersey
$1.03M +$1.02M +5,314 New
RJT
520
Raymond James Trust
Florida
$1.03M -$33.1K -172 -3%
EI
521
Ethic Inc
New York
$1.02M +$256K +1,328 +34%
GG
522
Gofen & Glossberg
Illinois
$1.02M +$188K +978 +23%
EP
523
Eudaimonia Partners
Tennessee
$1M -$28.7K -149 -3%
PAM
524
Pegasus Asset Management
New York
$995K +$20.2K +105 +2%
WT
525
Whittier Trust
California
$985K

CLX Hedge Fund Activity: Q1 2021 in Review

1,206 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Clorox (CLX) for Q1 2021, worth a combined $18.8B — down 10% from $20.9B a quarter earlier.

Sellers outnumbered buyers: 135 funds closed out of CLX and 94 opened new positions — a net loss of 41 holders — while 487 trimmed existing stakes and 412 added.

The largest buyer was Champlain Investment Partners, opening a new position worth an estimated $200M. The largest seller was Parnassus Investments, cutting an estimated $325M.

  • 1,206 institutional investors held Clorox (CLX) as of Q1 2021, down from 1,262 in Q4 2020.
  • Funds reported $18.8B of Clorox stock for Q1 2021, down 10% quarter-over-quarter.
  • 94 funds opened new Clorox positions in Q1 2021 and 135 closed out, a net change of -41 holders.
  • The largest Clorox buyer in Q1 2021 was Champlain Investment Partners, an estimated $200M added.
  • The largest Clorox seller in Q1 2021 was Parnassus Investments, an estimated $325M sold.

Based on aggregated 13F filings for Q1 2021.