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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
SGCA
651
Steel Grove Capital Advisors
Tennessee
$354K -$55K -353 -13%
BPB
652
Badgley, Phelps & Bell
Washington
$353K -$74K -475 -17%
HWMG
653
Hurlow Wealth Management Group
Indiana
$351K +$372K +2,389 New
NICM
654
Neo Ivy Capital Management
New York
$346K +$350K +2,245 New
BHWM
655
Bar Harbor Wealth Management
New Hampshire
$345K +$4.67K +30 +1%
AAS
656
Avantax Advisory Services
Texas
$344K +$347K +2,225 New
PA
657
Profund Advisors
Maryland
$342K -$114K -731 -25%
BCM
658
BTR Capital Management
California
$339K -$15.7K -101 -4%
CC
659
ClearArc Capital
Ohio
$338K -$177K -1,133 -34%
ESB
660
Essex Savings Bank
Connecticut
$338K +$342K +2,195 New
FRM
661
Fox Run Management
Connecticut
$335K +$338K +2,172 New
PMFA
662
Plante Moran Financial Advisors
Michigan
$334K +$37.2K +239 +12%
RBFC
663
Roman Butler Fullerton & Co
Missouri
$334K +$340K +2,182 New
CCM
664
Carderock Capital Management
Maryland
$331K
RPC
665
Rossmore Private Capital
Connecticut
$331K
MC
666
Moors & Cabot
Massachusetts
$329K -$180K -1,157 -35%
PFS
667
Prospera Financial Services
Texas
$329K +$35.7K +229 +12%
BWP
668
Baldwin Wealth Partners
Massachusetts
$327K
QSS
669
Quantitative Systematic Strategies
Florida
$325K +$328K +2,108 New
SCP
670
Syntal Capital Partners
Texas
$324K -$175K -1,125 -35%
SB
671
Simmons Bank
Arkansas
$323K
DBIA
672
Dumont & Blake Investment Advisors
New Jersey
$322K +$312 +2 +0.1%
BS
673
Boenning & Scattergood
Pennsylvania
$321K
WJA
674
Williams Jones & Associates
New York
$321K
WP
675
WealthPLAN Partners
Nebraska
$317K +$316K +2,026 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.