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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
WFM
551
Wolff Financial Management
Michigan
$582K +$588K +3,775 New
APP
552
Avantax Planning Partners
Iowa
$579K +$342K +2,197 +141%
DJSG
553
D.J. St. Germain
Massachusetts
$576K
BCM
554
Brookstone Capital Management
Illinois
$573K +$54.1K +347 +10%
HMS
555
Hanseatic Management Services
New Mexico
$572K +$578K +3,710 New
LMAM
556
Legg Mason Asset Management
Japan
$571K -$280K -1,800 -33%
CFGS
557
Concourse Financial Group Securities
Alabama
$571K +$227K +1,459 +65%
KCM
558
Kanawha Capital Management
Virginia
$570K
SFA
559
Sequoia Financial Advisors
Ohio
$561K
UCMOK
560
United Capital Management of KS
Kansas
$561K +$16K +103 +3%
CI
561
Conning Inc
Connecticut
$559K -$49.9K -320 -8%
ECAM
562
East Coast Asset Management
Massachusetts
$554K -$54.5K -350 -9%
IA
563
IFG Advisory
Georgia
$550K -$7.32K -47 -1%
6M
564
6 Meridian
Kansas
$547K -$6.23K -40 -1%
VFA
565
Voya Financial Advisors
Connecticut
$546K +$41.6K +267 +8%
SCM
566
Schnieders Capital Management
California
$542K -$7.79K -50 -1%
HTC
567
Haverford Trust Company
Pennsylvania
$540K
RA
568
RFG Advisory
Alabama
$539K +$93.5K +600 +21%
CAI
569
Capital Advisors Inc
Oklahoma
$535K +$541K +3,474 New
MERSOM
570
Municipal Employees' Retirement System of Michigan
Michigan
$529K +$534K +3,430 New
PP
571
Prudential plc
United Kingdom
$524K -$218K -1,400 -29%
FPB
572
First PREMIER Bank
South Dakota
$524K
EIA
573
Eldridge Investment Advisors
New Hampshire
$522K +$85.7K +550 +19%
TNB
574
Thomasville National Bank
Georgia
$520K
BBHC
575
Brown Brothers Harriman & Co
New York
$519K -$31.9K -205 -6%

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.