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858 hedge funds and large institutions have $12.5B invested in Clorox in 2017 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 271 increasing their positions, 334 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 60

36% more call options, than puts

Call options by funds: $102M | Put options by funds: $74.5M

13% more capital invested

Capital invested by funds: $11B → $12.5B (+$1.44B)

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

2% more funds holding

Funds holding: 839858 (+19)

0.91% more ownership

Funds ownership: 70.82%71.74% (+0.91%)

19% less repeat investments, than reductions

Existing positions increased: 271 | Existing positions reduced: 334

Holders
858
Holders Change
+19
Holders Change %
+2.26%
% of All Funds
21.36%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.22%
New
90
Increased
271
Reduced
334
Closed
60
Calls
$102M
Puts
$74.5M
Net Calls
+$27.1M
Net Calls Change
+$44.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Mackenzie Financial
576
Mackenzie Financial
Ontario, Canada
$399K -$222K -1,712 -37%
SC
577
Schulhoff & Co
Ohio
$394K -$77.7K -600 -17%
APP
578
Avantax Planning Partners
Iowa
$390K -$1.04K -8 -0.3%
SLAM
579
Swiss Life Asset Management
$387K -$1.39M -10,697 -79%
AWM
580
AE Wealth Management
Kansas
$385K +$370K +2,856 New
SSW
581
Smith Shellnut Wilson
Mississippi
$383K +$38.1K +294 +12%
YL
582
YCG LLC
Texas
$378K
SB
583
Simmons Bank
Arkansas
$373K +$6.48K +50 +2%
FIM
584
Freedom Investment Management
Connecticut
$371K +$6.35K +49 +2%
II
585
IFM Investors
Australia
$371K +$356K +2,750 New
AP
586
Advisor Partners
California
$370K +$48.6K +375 +16%
CIBC World Market
587
CIBC World Market
Ontario, Canada
$367K -$1.84M -14,195 -84%
AL
588
Aspiriant LLC
California
$365K -$32.9K -254 -9%
PM
589
Parametrica Management
Hong Kong
$365K +$350K +2,705 New
LFAS
590
Level Four Advisory Services
Texas
$364K -$6.22K -48 -2%
ASN
591
Advisory Services Network
Georgia
$363K +$349K +2,692 New
PCMC
592
Paragon Capital Management (Colorado)
Colorado
$361K +$347K +2,675 New
CIC
593
Crawford Investment Counsel
Georgia
$360K -$37.3K -288 -10%
MWM
594
Mission Wealth Management
California
$360K +$39.5K +305 +13%
BCI
595
Brinker Capital Investments
Pennsylvania
$360K +$55.7K +430 +19%
HIC
596
Holderness Investments Company
North Carolina
$356K +$342K +2,637 New
FWM
597
Frontier Wealth Management
Missouri
$354K -$19.2K -148 -5%
SFG
598
SevenBridge Financial Group
Pennsylvania
$353K -$34.7K -268 -9%
HB
599
Homrich & Berg
Georgia
$353K +$389 +3 +0.1%
DSC
600
Duncker Streett & Co
Missouri
$348K +$33K +255 +11%

CLX Hedge Fund Activity: Q1 2017 in Review

858 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Clorox (CLX) for Q1 2017, worth a combined $12.5B — up 13% from $11B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new CLX positions and 60 closed out — a net gain of 30 holders — while 271 added to existing stakes and 334 trimmed.

The largest buyer was BlackRock, adding an estimated $1.26B. The largest seller was Wells Fargo, cutting an estimated $99.9M.

  • 858 institutional investors held Clorox (CLX) as of Q1 2017, up from 839 in Q4 2016.
  • Funds reported $12.5B of Clorox stock for Q1 2017, up 13% quarter-over-quarter.
  • 90 funds opened new Clorox positions in Q1 2017 and 60 closed out, a net change of +30 holders.
  • The largest Clorox buyer in Q1 2017 was BlackRock, an estimated $1.26B added.
  • The largest Clorox seller in Q1 2017 was Wells Fargo, an estimated $99.9M sold.

Based on aggregated 13F filings for Q1 2017.