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
BIC
601
Bridges Investment Counsel
Nebraska
$446K
Jones Financial Companies
602
Jones Financial Companies
Missouri
$439K +$187K +1,377 +88%
CBT
603
Central Bank & Trust
Kentucky
$436K -$467K -3,430 -54%
SC
604
Schulhoff & Co
Ohio
$435K
ECM
605
Everence Capital Management
Indiana
$424K +$388K +2,852 New
BUB
606
BBVA USA Bancshares
Texas
$420K -$27.9K -205 -7%
BCI
607
Brinker Capital Investments
Pennsylvania
$420K +$44.4K +326 +13%
APP
608
Avantax Planning Partners
Iowa
$418K -$225K -1,655 -37%
PWMAG
609
Pinnacle Wealth Management Advisory Group
New Jersey
$417K -$10.9K -80 -3%
HIC
610
Holderness Investments Company
North Carolina
$413K +$680 +5 +0.2%
SBSB
611
Sullivan, Bruyette, Speros & Blaney
Virginia
$411K +$136 +1 +0%
CA
612
Cambridge Advisors
Nebraska
$410K
HTC
613
Haverford Trust Company
Pennsylvania
$402K -$133K -975 -26%
CPA
614
Capital Planning Advisors
California
$402K -$12.2K -90 -3%
FT
615
Fiduciary Trust
Massachusetts
$398K +$136 +1 +0%
APA
616
American Portfolios Advisors
New York
$397K +$364K +2,672 New
FWM
617
Frontier Wealth Management
Missouri
$390K
Cetera Investment Advisers
618
Cetera Investment Advisers
Illinois
$389K +$136 +1 +0%
WA
619
WBH Advisory
Maryland
$389K +$136 +1 +0%
GCMG
620
Gyroscope Capital Management Group
Florida
$387K +$43.4K +319 +14%
IH
621
IFC Holdings
Florida
$386K -$185K -1,359 -34%
CIBC Private Wealth Group
622
CIBC Private Wealth Group
Georgia
$384K +$40.3K +296 +13%
HI
623
HBK Investments
Texas
$372K +$340K +2,499 New
BFC
624
Bedel Financial Consulting
Indiana
$367K +$336K +2,470 New
CCM
625
Carderock Capital Management
Maryland
$364K

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.