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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
ZCA
651
Zeke Capital Advisors
Pennsylvania
$331K +$303K +2,226 New
NA
652
NewEdge Advisors
Louisiana
$327K -$272 -2 -0.1%
HA
653
Hamel Associates
New Jersey
$323K -$54.4K -400 -16%
BA
654
BCM Advisors
Louisiana
$318K -$15.6K -115 -5%
SGAM
655
Steinberg Global Asset Management
Florida
$317K
CA
656
Commerzbank Aktiengesellschaft
Germany
$316K -$82.9K -609 -22%
LWAC
657
Laurel Wealth Advisors (California)
California
$314K +$288K +2,115 New
SFG
658
SevenBridge Financial Group
Pennsylvania
$313K -$74.3K -546 -21%
CHAM
659
Clear Harbor Asset Management
Connecticut
$312K -$136K -1,000 -32%
GCA
660
Gideon Capital Advisors
New York
$312K +$285K +2,097 New
BCCM
661
Bridge Creek Capital Management
Massachusetts
$311K
LW
662
Linscomb Wealth
Texas
$309K
DBIA
663
Dumont & Blake Investment Advisors
New Jersey
$309K +$272 +2 +0.1%
CPH
664
C Partners Holding
Switzerland
$308K +$282K +2,074 New
MSS
665
Mitchell Sinkler & Starr
Pennsylvania
$305K -$9.12K -67 -3%
FCH
666
Freestone Capital Holdings
Washington
$305K
SBWM
667
Sunflower Bank Wealth Management
Arizona
$305K
AWM
668
Altium Wealth Management
New York
$303K +$277K +2,038 New
KWM
669
Kingsview Wealth Management
Oregon
$301K +$276K +2,025 New
YL
670
YCG LLC
Texas
$297K -$109K -800 -29%
AT
671
Arden Trust
Delaware
$297K -$34.3K -252 -11%
BTIS
672
BB&T Investment Services
North Carolina
$297K -$14.2K -104 -5%
BPC
673
Banque Pictet & Cie
Switzerland
$297K
CHA
674
Cedar Hill Associates
Illinois
$297K
HCM
675
Howland Capital Management
Massachusetts
$295K

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.