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932 hedge funds and large institutions have $14.5B invested in Clorox in 2017 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 303 increasing their positions, 286 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 149 | Existing positions closed: 67

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

15% more capital invested

Capital invested by funds: $12.6B → $14.5B (+$1.92B)

9% more funds holding

Funds holding: 857932 (+75)

2.28% more ownership

Funds ownership: 73.8%76.07% (+2.3%)

6% more repeat investments, than reductions

Existing positions increased: 303 | Existing positions reduced: 286

17% less call options, than puts

Call options by funds: $90.6M | Put options by funds: $109M

Holders
932
Holders Change
+75
Holders Change %
+8.75%
% of All Funds
21.14%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.14%
New
149
Increased
303
Reduced
286
Closed
67
Calls
$90.6M
Puts
$109M
Net Calls
-$18.4M
Net Calls Change
+$37.4M
Name Holding Trade Value Shares
Change
Change in
Stake
SSW
526
Smith Shellnut Wilson
Mississippi
$614K +$12K +88 +2%
FTIOP
527
Fiduciary Trust International of Pennsylvania
Pennsylvania
$613K -$193K -1,420 -26%
HSA
528
HBK Sorce Advisory
Pennsylvania
$613K +$119K +874 +27%
FWP
529
FAS Wealth Partners
Kansas
$611K +$1.63K +12 +0.3%
AFC
530
AFT Forsyth & Company
Florida
$610K +$558K +4,100 New
JFGIW
531
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$605K -$38.1K -280 -6%
AP
532
AHL Partners
United Kingdom
$605K +$553K +4,065 New
CB
533
CNB Bank
Pennsylvania
$595K +$544K +4,000 New
FNBOMD
534
First National Bank of Mount Dora
Florida
$593K -$13.6K -100 -2%
TFA
535
Transamerica Financial Advisors
Florida
$592K +$2.86K +21 +0.5%
1IA
536
1834 Investment Advisors
Wisconsin
$588K -$53.7K -395 -9%
IG
537
ING Group
Netherlands
$587K +$278K +2,041 +107%
GFPC
538
Global Financial Private Capital
Florida
$577K -$73.3K -539 -12%
OA
539
Oxbow Advisors
Texas
$576K
PCAP
540
Pratt Collard Advisory Partners
New York
$576K +$527K +3,875 New
MC
541
Moors & Cabot
Massachusetts
$572K +$50.6K +372 +11%
FCBT
542
First Citizens Bank & Trust
North Carolina
$571K +$5.99K +44 +1%
PTC
543
Private Trust Company
Ohio
$569K -$2.18K -16 -0.4%
CG
544
Colony Group
Massachusetts
$568K +$519K +3,818 New
DY
545
Dowling & Yahnke
California
$567K -$19.2K -141 -4%
TC
546
Trilogy Capital
California
$565K +$517K +3,800 New
IA
547
IFG Advisory
Georgia
$563K +$515K +3,787 New
AIM
548
Anchor Investment Management
South Carolina
$557K
NFG
549
Next Financial Group
Texas
$556K -$47.6K -350 -9%
MWM
550
Meridian Wealth Management
Kentucky
$555K +$136 +1 +0%

CLX Hedge Fund Activity: Q4 2017 in Review

932 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Clorox (CLX) for Q4 2017, worth a combined $14.5B — up 15% from $12.6B a quarter earlier.

Buyers outnumbered sellers: 149 funds opened new CLX positions and 67 closed out — a net gain of 82 holders — while 303 added to existing stakes and 286 trimmed.

The largest buyer was State Street, adding an estimated $133M. The largest seller was Bridgeway Capital Management, exiting entirely with an estimated $42.6M sold.

  • 932 institutional investors held Clorox (CLX) as of Q4 2017, up from 857 in Q3 2017.
  • Funds reported $14.5B of Clorox stock for Q4 2017, up 15% quarter-over-quarter.
  • 149 funds opened new Clorox positions in Q4 2017 and 67 closed out, a net change of +82 holders.
  • The largest Clorox buyer in Q4 2017 was State Street, an estimated $133M added.
  • The largest Clorox seller in Q4 2017 was Bridgeway Capital Management, an estimated $42.6M sold.

Based on aggregated 13F filings for Q4 2017.