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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
BSW
601
Buckingham Strategic Wealth
Missouri
$459K
I
602
IberiaBank
Louisiana
$451K +$7.48K +48 +2%
CIBC Private Wealth Group
603
CIBC Private Wealth Group
Georgia
$449K +$31.2K +200 +7%
SC
604
Schulhoff & Co
Ohio
$447K
B
605
Bailard
California
$447K +$452K +2,901 New
IWM
606
IHT Wealth Management
Illinois
$444K -$11.1K -71 -2%
ECM
607
Everence Capital Management
Indiana
$440K
SCG
608
Sonata Capital Group
Washington
$440K
Voloridge Investment Management
609
Voloridge Investment Management
Florida
$438K -$22.5M -144,638 -98%
JFA
610
Johanson Financial Advisors
California
$438K +$16.4K +105 +4%
Cetera Investment Advisers
611
Cetera Investment Advisers
Illinois
$434K +$30.1K +193 +7%
WSCM
612
Wellington Shields Capital Management
New York
$427K -$28K -180 -6%
PWMAG
613
Pinnacle Wealth Management Advisory Group
New Jersey
$426K -$17.8K -114 -4%
OPTFSNA
614
Old Point Trust & Financial Services N A
Virginia
$424K -$46.7K -300 -10%
CWM
615
Confluence Wealth Management
Oregon
$424K -$17.6K -113 -4%
FANJ
616
Financial Architects (New Jersey)
New Jersey
$423K +$623 +4 +0.1%
HIC
617
Holderness Investments Company
North Carolina
$419K +$8.41K +54 +2%
FPCG
618
Fort Pitt Capital Group
Pennsylvania
$419K +$423K +2,718 New
CA
619
Claro Advisors
Massachusetts
$419K +$434K +2,786 New
D.E. Shaw & Co
620
D.E. Shaw & Co
New York
$416K +$31.2K +200 +8%
GAM
621
Grandview Asset Management
Pennsylvania
$416K +$420K +2,697 New
GT
622
Greenleaf Trust
Michigan
$411K +$21K +135 +5%
DAM
623
Diamant Asset Management
Connecticut
$408K
SBSB
624
Sullivan, Bruyette, Speros & Blaney
Virginia
$404K
WAM
625
Wealthspire Advisors (Maryland)
Maryland
$403K

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.