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1,219 hedge funds and large institutions have $16.6B invested in Clorox in 2021 Q4 according to their latest regulatory filings, with 189 funds opening new positions, 344 increasing their positions, 485 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 189 | Existing positions closed: 84

37% more call options, than puts

Call options by funds: $450M | Put options by funds: $329M

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

7% more funds holding

Funds holding: 1,1341,219 (+85)

4% more capital invested

Capital invested by funds: $15.9B → $16.6B (+$684M)

0.3% less ownership

Funds ownership: 78.34%78.04% (-0.3%)

29% less repeat investments, than reductions

Existing positions increased: 344 | Existing positions reduced: 485

Holders
1,219
Holders Change
+85
Holders Change %
+7.5%
% of All Funds
18.76%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
189
Increased
344
Reduced
485
Closed
84
Calls
$450M
Puts
$329M
Net Calls
+$121M
Net Calls Change
+$123M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
501
Spire Wealth Management
Virginia
$996K +$521K +3,128 +121%
MBTD
502
Mechanics Bank - Trust Department
California
$994K -$233K -1,396 -20%
APA
503
American Portfolios Advisors
New York
$980K -$664K -3,986 -41%
SSB
504
Sandy Spring Bank
Maryland
$974K
AWM
505
Altium Wealth Management
New York
$966K +$473K +2,836 +105%
NMIMC
506
Northwestern Mutual Investment Management Company
Wisconsin
$964K -$8.67K -52 -0.9%
DCM
507
Donaldson Capital Management
Indiana
$960K -$33.2K -199 -3%
FAM
508
Fulcrum Asset Management
United Kingdom
$954K
VCM
509
Viewpoint Capital Management
Washington
$953K +$911K +5,466 New
WT
510
Whittier Trust
California
$947K +$54.7K +328 +6%
HH
511
Hilltop Holdings
Texas
$943K +$190K +1,138 +27%
RC
512
RegentAtlantic Capital
New Jersey
$942K +$71.8K +431 +9%
MME
513
Meag Munich Ergo
Germany
$917K -$912K -5,473 -51%
HSA
514
Hussman Strategic Advisors
Maryland
$907K -$167K -1,000 -16%
JCM
515
Jacobi Capital Management
Pennsylvania
$906K +$54K +324 +7%
CCM
516
Coldstream Capital Management
Washington
$901K -$127K -764 -13%
VPIM
517
Vanguard Personalized Indexing Management
California
$901K +$408K +2,445 +90%
LNWWM
518
Laird Norton Wetherby Wealth Management
California
$899K -$678K -4,067 -44%
TI
519
Tidal Investments
Wisconsin
$895K +$201K +1,207 +31%
KNW
520
Kesler Norman & Wride
Utah
$894K +$21.7K +130 +3%
JFL
521
Jarislowsky, Fraser Ltd
Quebec, Canada
$889K -$100K -600 -11%
MSFP
522
Mark Sheptoff Financial Planning
Connecticut
$889K
PSUF
523
People's United Financial
Connecticut
$886K -$1.08M -6,500 -56%
AIL
524
AGF Investments LLC
Ontario, Canada
$877K +$193K +1,159 +30%
BFA
525
Bragg Financial Advisors
North Carolina
$876K

CLX Hedge Fund Activity: Q4 2021 in Review

1,219 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Clorox (CLX) for Q4 2021, worth a combined $16.6B — up 4.3% from $15.9B a quarter earlier.

Buyers outnumbered sellers: 189 funds opened new CLX positions and 84 closed out — a net gain of 105 holders — while 344 added to existing stakes and 485 trimmed.

The largest buyer was Holocene Advisors, opening a new position worth an estimated $92.2M. The largest seller was Morgan Stanley, cutting an estimated $116M.

  • 1,219 institutional investors held Clorox (CLX) as of Q4 2021, up from 1,134 in Q3 2021.
  • Funds reported $16.6B of Clorox stock for Q4 2021, up 4.3% quarter-over-quarter.
  • 189 funds opened new Clorox positions in Q4 2021 and 84 closed out, a net change of +105 holders.
  • The largest Clorox buyer in Q4 2021 was Holocene Advisors, an estimated $92.2M added.
  • The largest Clorox seller in Q4 2021 was Morgan Stanley, an estimated $116M sold.

Based on aggregated 13F filings for Q4 2021.