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988 hedge funds and large institutions have $15B invested in Clorox in 2018 Q4 according to their latest regulatory filings, with 139 funds opening new positions, 276 increasing their positions, 354 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 139 | Existing positions closed: 75

63% more funds holding in top 10

Funds holding in top 10: 813 (+5)

6% more funds holding

Funds holding: 933988 (+55)

1% less capital invested

Capital invested by funds: $15.2B → $15B (-$135M)

1.23% less ownership

Funds ownership: 78.75%77.51% (-1.2%)

17% less call options, than puts

Call options by funds: $101M | Put options by funds: $121M

22% less repeat investments, than reductions

Existing positions increased: 276 | Existing positions reduced: 354

Holders
988
Holders Change
+55
Holders Change %
+5.89%
% of All Funds
22.01%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.29%
New
139
Increased
276
Reduced
354
Closed
75
Calls
$101M
Puts
$121M
Net Calls
-$20.1M
Net Calls Change
-$42.1M
Name Holding Trade Value Shares
Change
Change in
Stake
TCPWM
526
Traverso Chambers Private Wealth Management
California
$648K +$655K +4,202 New
EFSCE
527
Enterprise Financial Services Corp (EFSC)
Missouri
$645K
OIA
528
Optimum Investment Advisors
Illinois
$645K
HFM
529
Harvest Fund Management
China
$644K +$188K +1,206 +41%
HBT
530
Hills Bank & Trust
Iowa
$641K -$1.87K -12 -0.3%
LFAS
531
Level Four Advisory Services
Texas
$638K -$188K -1,205 -23%
RCM
532
Radnor Capital Management
Pennsylvania
$637K
DY
533
Dowling & Yahnke
California
$628K
LWM
534
Liberty Wealth Management
California
$625K +$632K +4,056 New
FHA
535
Flagship Harbor Advisors
Massachusetts
$622K -$38K -244 -6%
AP
536
Appleton Partners
Massachusetts
$620K -$7.32K -47 -1%
JFGIW
537
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$618K
CAM
538
Carret Asset Management
New York
$617K -$15.6K -100 -2%
CB
539
CNB Bank
Pennsylvania
$617K
SIAG
540
Signet Investment Advisory Group
Rhode Island
$611K +$618K +3,967 New
CI
541
Cigna Investments
Connecticut
$598K +$14.5K +93 +2%
OA
542
Oxbow Advisors
Texas
$597K
PCAP
543
Pratt Collard Advisory Partners
New York
$596K -$1.4K -9 -0.2%
FNBT
544
FineMark National Bank & Trust
Florida
$594K +$2.49K +16 +0.4%
MWM
545
Mission Wealth Management
California
$593K +$25.4K +163 +4%
BIM
546
Bridges Investment Management
Nebraska
$591K
AFC
547
AFT Forsyth & Company
Florida
$590K
RCA
548
Rowland Carmichael Advisors
Arizona
$590K
CT
549
Coastline Trust
Rhode Island
$587K
FCBT
550
First Citizens Bank & Trust
North Carolina
$587K

CLX Hedge Fund Activity: Q4 2018 in Review

988 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Clorox (CLX) for Q4 2018, worth a combined $15B — down 0.89% from $15.2B a quarter earlier.

Buyers outnumbered sellers: 139 funds opened new CLX positions and 75 closed out — a net gain of 64 holders — while 276 added to existing stakes and 354 trimmed.

The largest buyer was BlackRock, adding an estimated $117M. The largest seller was Morgan Stanley, cutting an estimated $177M.

  • 988 institutional investors held Clorox (CLX) as of Q4 2018, up from 933 in Q3 2018.
  • Funds reported $15B of Clorox stock for Q4 2018, down 0.89% quarter-over-quarter.
  • 139 funds opened new Clorox positions in Q4 2018 and 75 closed out, a net change of +64 holders.
  • The largest Clorox buyer in Q4 2018 was BlackRock, an estimated $117M added.
  • The largest Clorox seller in Q4 2018 was Morgan Stanley, an estimated $177M sold.

Based on aggregated 13F filings for Q4 2018.