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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
SG
526
Stonnington Group
California
$985K +$1.04M +5,410 New
MSFP
527
Mark Sheptoff Financial Planning
Connecticut
$984K
CMI
528
Clare Market Investments
Texas
$983K +$981K +5,097 New
AFA
529
Abacus FCF Advisors
Florida
$983K -$284K -1,474 -22%
MCM
530
Murphy Capital Management
New Jersey
$974K -$12.1K -63 -1%
ATPW
531
Ashton Thomas Private Wealth
Arizona
$972K +$118K +612 +14%
CCG
532
Ceeto Capital Group
Florida
$964K
OIM
533
Opus Investment Management
Massachusetts
$964K
IAIM
534
International Assets Investment Management
Florida
$964K +$458K +2,379 +95%
TC
535
Toews Corporation
New Jersey
$964K +$962K +5,000 New
PGFC
536
Peapack-Gladstone Financial Corp
New Jersey
$959K -$28.9K -150 -3%
BC
537
Burney Company
Virginia
$958K
EFSCE
538
Enterprise Financial Services Corp (EFSC)
Missouri
$956K +$3.85K +20 +0.4%
KNW
539
Kesler Norman & Wride
Utah
$956K +$220K +1,142 +30%
SIAG
540
Signet Investment Advisory Group
Rhode Island
$955K +$27.9K +145 +3%
IAMOG
541
Investors Asset Management of Georgia
Georgia
$952K
HSA
542
HBK Sorce Advisory
Pennsylvania
$950K -$155K -805 -14%
CT
543
Caldwell Trust
Florida
$945K -$29.3K -152 -3%
RT
544
Rockland Trust
Massachusetts
$942K +$73.9K +384 +9%
MWA
545
Moser Wealth Advisors
Washington
$942K +$940K +4,884 New
HIIFS
546
Harel Insurance Investments & Financial Services
Israel
$931K -$25.2K -131 -8%
LNC
547
Lincoln National Corp
Pennsylvania
$929K -$9.43K -49 -1%
SC
548
Scotia Capital
Ontario, Canada
$925K +$8.09K +42 +0.9%
First Manhattan
549
First Manhattan
New York
$918K -$16.6K -86 -2%
FLPIM
550
F.L. Putnam Investment Management
Massachusetts
$913K -$39.7K -206 -4%

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.