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858 hedge funds and large institutions have $12.5B invested in Clorox in 2017 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 271 increasing their positions, 334 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 60

36% more call options, than puts

Call options by funds: $102M | Put options by funds: $74.5M

13% more capital invested

Capital invested by funds: $11B → $12.5B (+$1.44B)

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

2% more funds holding

Funds holding: 839858 (+19)

0.91% more ownership

Funds ownership: 70.82%71.74% (+0.91%)

19% less repeat investments, than reductions

Existing positions increased: 271 | Existing positions reduced: 334

Holders
858
Holders Change
+19
Holders Change %
+2.26%
% of All Funds
21.36%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.22%
New
90
Increased
271
Reduced
334
Closed
60
Calls
$102M
Puts
$74.5M
Net Calls
+$27.1M
Net Calls Change
+$44.2M
Name Holding Trade Value Shares
Change
Change in
Stake
FWP
526
FAS Wealth Partners
Kansas
$539K -$185K -1,425 -26%
SMG
527
Spectrum Management Group
Indiana
$539K -$57K -440 -10%
CA
528
Commerzbank Aktiengesellschaft
Germany
$534K +$148K +1,144 +41%
CHJWM
529
Carlton Hofferkamp & Jenks Wealth Management
Texas
$533K +$35K +270 +7%
QSS
530
Quantitative Systematic Strategies
Florida
$533K +$512K +3,952 New
FHA
531
Flagship Harbor Advisors
Massachusetts
$523K -$7.9K -61 -2%
OA
532
Oxbow Advisors
Texas
$522K +$38.9K +300 +8%
NWP
533
Northstar Wealth Partners
Connecticut
$521K +$502K +3,879 New
RP
534
Rowlandmiller & Partners
Georgia
$521K -$3.63K -28 -0.7%
AIM
535
Anchor Investment Management
South Carolina
$520K
PBO
536
Peoples Bank (Ohio)
Ohio
$520K -$1.29K -10 -0.3%
PTC
537
Private Trust Company
Ohio
$519K -$12.6K -97 -2%
SCG
538
Sonata Capital Group
Washington
$517K
RCA
539
Rowland Carmichael Advisors
Arizona
$516K
GWCM
540
Godshalk Welsh Capital Management
Pennsylvania
$512K -$68K -525 -12%
BBHC
541
Brown Brothers Harriman & Co
New York
$509K
FCBT
542
First Citizens Bank & Trust
North Carolina
$506K
KCM
543
Kanawha Capital Management
Virginia
$499K -$9.71K -75 -2%
CAM
544
Carret Asset Management
New York
$499K
FNBT
545
FineMark National Bank & Trust
Florida
$497K
TTWM
546
TCV Trust & Wealth Management
Virginia
$486K -$13K -100 -3%
Daiwa Securities Group
547
Daiwa Securities Group
Japan
$485K +$25.9K +200 +6%
FPB
548
First PREMIER Bank
South Dakota
$479K +$9.59K +74 +2%
SFA
549
Sequoia Financial Advisors
Ohio
$477K
SGCA
550
Steel Grove Capital Advisors
Tennessee
$476K +$457K +3,527 New

CLX Hedge Fund Activity: Q1 2017 in Review

858 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Clorox (CLX) for Q1 2017, worth a combined $12.5B — up 13% from $11B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new CLX positions and 60 closed out — a net gain of 30 holders — while 271 added to existing stakes and 334 trimmed.

The largest buyer was BlackRock, adding an estimated $1.26B. The largest seller was Wells Fargo, cutting an estimated $99.9M.

  • 858 institutional investors held Clorox (CLX) as of Q1 2017, up from 839 in Q4 2016.
  • Funds reported $12.5B of Clorox stock for Q1 2017, up 13% quarter-over-quarter.
  • 90 funds opened new Clorox positions in Q1 2017 and 60 closed out, a net change of +30 holders.
  • The largest Clorox buyer in Q1 2017 was BlackRock, an estimated $1.26B added.
  • The largest Clorox seller in Q1 2017 was Wells Fargo, an estimated $99.9M sold.

Based on aggregated 13F filings for Q1 2017.