We are live on ! Find out more

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
OMC
576
Old Mission Capital
Illinois
$827K +$826K +4,289 New
LFG
577
Lazard Frères Gestion
France
$823K
MWM
578
Mission Wealth Management
California
$820K +$98.4K +511 +14%
ET
579
Equitable Trust
Tennessee
$818K
JCM
580
Jacobi Capital Management
Pennsylvania
$814K +$35.4K +184 +5%
CB
581
CNB Bank
Pennsylvania
$809K
LJAC
582
L.J. Altfest & Co
New York
$808K +$807K +4,191 New
SSW
583
Smith Shellnut Wilson
Mississippi
$806K -$19.4K -101 -2%
TMAM
584
Tokio Marine Asset Management
Japan
$805K -$177K -920 -18%
AAM
585
Autus Asset Management
Arizona
$802K -$52K -270 -6%
BRWA
586
B. Riley Wealth Advisors
Florida
$800K +$204K +1,060 +34%
RC
587
Roundview Capital
New Jersey
$795K +$13.7K +71 +2%
PCA
588
Pallas Capital Advisors
Massachusetts
$788K +$807K +4,191 New
Wolverine Trading
589
Wolverine Trading
Illinois
$787K -$151K -787 -16%
VA
590
Valmark Advisers
Ohio
$780K +$2.12K +11 +0.3%
IIM
591
Ironwood Investment Management
Massachusetts
$773K +$29.8K +155 +4%
NFG
592
Next Financial Group
Texas
$764K -$397K -2,064 -34%
TWM
593
Titus Wealth Management
California
$760K +$77K +400 +11%
AWM
594
Apollon Wealth Management
South Carolina
$759K +$326K +1,694 +76%
ANTB
595
AMG National Trust Bank
Colorado
$757K -$192K -1,000 -20%
VPIM
596
Vanguard Personalized Indexing Management
California
$754K +$282K +1,464 +60%
GWAM
597
Guardian Wealth Advisors (Minnesota)
Minnesota
$746K -$7.32K -38 -1%
Koshinski Asset Management
598
Koshinski Asset Management
Illinois
$745K +$57.7K +300 +8%
RIM
599
Redpoint Investment Management
Australia
$744K
CA
600
Claro Advisors
Massachusetts
$739K +$81K +421 +12%

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.