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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
LS
626
Livforsakringsbolaget Skandia
Sweden
$402K
VWM
627
Venturi Wealth Management
Texas
$402K +$412K +2,642 New
CPSAC
628
Chas P. Smith & Associates (CPS)
Florida
$398K +$47.7K +306 +13%
AIM
629
Axiom Investment Management
New York
$390K +$394K +2,530 New
O
630
Ossiam
France
$390K +$394K +2,531 New
KRSITF
631
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$389K +$16.4K +105 +4%
FWM
632
Frontier Wealth Management
Missouri
$386K -$9.81K -63 -2%
TH
633
TCTC Holdings
Texas
$386K +$98.9K +635 +34%
BFC
634
Bedel Financial Consulting
Indiana
$381K
FI
635
FormulaFolio Investments
Michigan
$376K
ACM
636
Allred Capital Management
Texas
$375K +$379K +2,434 New
GWM
637
GSB Wealth Management
Connecticut
$374K
FFBTD
638
First Financial Bank - Trust Division
Ohio
$373K -$38.9K -250 -9%
AL
639
Aspiriant LLC
California
$370K -$29.6K -190 -7%
AF
640
Allworth Financial
California
$370K
BMC
641
Beaton Management Company
Massachusetts
$369K -$11.7K -75 -3%
FT
642
Fiduciary Trust
Massachusetts
$369K
RP
643
Rowlandmiller & Partners
Georgia
$367K -$128K -820 -26%
CPA
644
Capital Planning Advisors
California
$365K +$3.12K +20 +0.9%
VDI
645
Vaughan David Investments
Illinois
$361K +$16.5K +106 +5%
1IA
646
1834 Investment Advisors
Wisconsin
$360K -$22.4K -144 -6%
CIC
647
Crawford Investment Counsel
Georgia
$360K
APA
648
American Portfolios Advisors
New York
$359K -$64.5K -414 -15%
CAAS
649
Capital Asset Advisory Services
Michigan
$355K
Two Sigma Advisers
650
Two Sigma Advisers
New York
$355K +$358K +2,300 New

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.