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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
HA
601
Hamel Associates
New Jersey
$347K
CL
602
Choreo LLC
Illinois
$343K -$20.9K -161 -6%
TAM
603
Tocqueville Asset Management
New York
$341K -$295K -2,281 -47%
VDI
604
Vaughan David Investments
Illinois
$341K -$77.7K -600 -19%
BTIS
605
BB&T Investment Services
North Carolina
$341K +$3.37K +26 +1%
MC
606
Moors & Cabot
Massachusetts
$340K -$204K -1,571 -38%
PWMAG
607
Pinnacle Wealth Management Advisory Group
New Jersey
$340K +$18.1K +140 +6%
WA
608
WBH Advisory
Maryland
$338K +$37.6K +290 +13%
NA
609
NewEdge Advisors
Louisiana
$336K -$3.57M -27,564 -92%
PMFA
610
Plante Moran Financial Advisors
Michigan
$335K -$24.2K -187 -7%
LS
611
Livforsakringsbolaget Skandia
Sweden
$330K -$427K -3,300 -57%
CCM
612
Carderock Capital Management
Maryland
$330K -$25.9K -200 -8%
GEM
613
Global Endowment Management
North Carolina
$330K
Pacer Advisors
614
Pacer Advisors
Pennsylvania
$329K +$9.97K +77 +3%
GWM
615
GSB Wealth Management
Connecticut
$327K
GA
616
Geneva Advisors
Illinois
$327K +$19.2K +148 +6%
TI
617
Trexquant Investment
Connecticut
$324K +$311K +2,400 New
FANJ
618
Financial Architects (New Jersey)
New Jersey
$323K +$389 +3 +0.1%
BA
619
BCM Advisors
Louisiana
$317K
Fisher Asset Management
620
Fisher Asset Management
Washington
$316K -$24.1K -186 -7%
BPB
621
Badgley, Phelps & Bell
Washington
$316K +$65.4K +505 +28%
SC
622
Scotia Capital
Ontario, Canada
$315K -$58.3K -450 -16%
FI
623
FormulaFolio Investments
Michigan
$315K +$2.33K +18 +0.8%
MBT
624
Montecito Bank & Trust
California
$313K -$122K -943 -29%
DTL
625
Dynamic Technology Lab
Singapore
$313K +$300K +2,317 New

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.