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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
GEM
626
Global Endowment Management
North Carolina
$364K
SCP
627
Syntal Capital Partners
Texas
$362K +$38.5K +283 +13%
GWM
628
GSB Wealth Management
Connecticut
$361K
SWM
629
SeaCrest Wealth Management
New York
$360K +$330K +2,422 New
BFS
630
Bradley Foster & Sargent
Connecticut
$357K -$23.8K -175 -7%
FANJ
631
Financial Architects (New Jersey)
New Jersey
$357K +$272 +2 +0.1%
FRM
632
Fox Run Management
Connecticut
$357K +$327K +2,400 New
TAM
633
Tocqueville Asset Management
New York
$356K -$1.77K -13 -0.5%
FDCDDQ
634
Federation des caisses Desjardins du Quebec
Quebec, Canada
$355K +$126K +929 +64%
TTWM
635
TCV Trust & Wealth Management
Virginia
$355K -$29.9K -220 -8%
BSW
636
Buckingham Strategic Wealth
Missouri
$354K -$60K -441 -16%
SB
637
Simmons Bank
Arkansas
$353K -$52.4K -385 -14%
WI
638
Wintrust Investments
Illinois
$352K +$952 +7 +0.3%
BCM
639
BTR Capital Management
California
$350K +$41K +301 +15%
SOAMC
640
Spirit of America Management Corp
New York
$350K +$74.8K +550 +31%
LFAS
641
Level Four Advisory Services
Texas
$348K -$18.8K -138 -6%
AFA
642
Aurora Financial Advisors
Massachusetts
$347K +$318K +2,334 New
BPB
643
Badgley, Phelps & Bell
Washington
$344K
BMC
644
Beaton Management Company
Massachusetts
$342K
CAAS
645
Capital Asset Advisory Services
Michigan
$342K
LNB
646
Ledyard National Bank
$342K +$6.67K +49 +2%
CL
647
Choreo LLC
Illinois
$341K +$272 +2 +0.1%
WJA
648
Williams Jones & Associates
New York
$341K +$40.8K +300 +15%
PP
649
Palladium Partners
Virginia
$335K +$75.1K +552 +32%
VDI
650
Vaughan David Investments
Illinois
$331K

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.