We are live on ! Find out more

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
II
551
IFM Investors
Australia
$554K
W
552
Wealthfront
California
$553K +$85.7K +630 +20%
CAM
553
Carret Asset Management
New York
$550K
KCM
554
Kanawha Capital Management
Virginia
$550K
SFA
555
Sequoia Financial Advisors
Ohio
$542K +$13.6K +100 +3%
FMWA
556
Forvis Mazars Wealth Advisors
Missouri
$539K -$103K -757 -17%
NFC
557
Northeast Financial Consultants
Connecticut
$535K
FHA
558
Flagship Harbor Advisors
Massachusetts
$534K
TW
559
Transform Wealth
Colorado
$532K
IRF
560
IBM Retirement Fund
New York
$530K -$3.95K -29 -0.9%
MWM
561
Mission Wealth Management
California
$530K +$7.62K +56 +2%
BCM
562
Bayesian Capital Management
New York
$521K -$40.8K -300 -8%
PBO
563
Peoples Bank (Ohio)
Ohio
$521K -$30.6K -225 -6%
GWCM
564
Godshalk Welsh Capital Management
Pennsylvania
$521K -$27.2K -200 -5%
ATC
565
Argent Trust Co
Tennessee
$521K
SCG
566
Sonata Capital Group
Washington
$518K -$47.6K -350 -9%
PFPT
567
Pinnacle Financial Partners (Tennessee)
Tennessee
$517K +$78.6K +578 +20%
BAM
568
Berkshire Asset Management
Pennsylvania
$514K +$226K +1,663 +93%
NFA
569
Nuveen Fund Advisors
Illinois
$512K -$216K -1,585 -32%
CA
570
CapWealth Advisors
Tennessee
$511K
KRSITF
571
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$509K +$2.45K +18 +0.5%
FMB
572
Field & Main Bank
Kentucky
$509K +$466K +3,425 New
LS
573
Livforsakringsbolaget Skandia
Sweden
$507K -$68K -500 -13%
CFA
574
Carroll Financial Associates
North Carolina
$506K +$272 +2 +0.1%
GW
575
GW & Wade
Massachusetts
$505K -$4.9K -36 -1%

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.