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1,206 hedge funds and large institutions have $18.8B invested in Clorox in 2021 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 412 increasing their positions, 487 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more call options, than puts

Call options by funds: $363M | Put options by funds: $286M

4% less funds holding

Funds holding: 1,2621,206 (-56)

4.69% less ownership

Funds ownership: 82.86%78.17% (-4.7%)

10% less capital invested

Capital invested by funds: $20.9B → $18.8B (-$2.15B)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

15% less repeat investments, than reductions

Existing positions increased: 412 | Existing positions reduced: 487

30% less first-time investments, than exits

New positions opened: 94 | Existing positions closed: 135

Holders
1,206
Holders Change
-56
Holders Change %
-4.44%
% of All Funds
21.18%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.12%
New
94
Increased
412
Reduced
487
Closed
135
Calls
$363M
Puts
$286M
Net Calls
+$76.9M
Net Calls Change
+$100M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
651
Procyon Advisors
Connecticut
$613K -$34.6K -180 -5%
OSAM
652
O'Shaughnessy Asset Management
Connecticut
$611K +$141K +734 +30%
PWP
653
Principle Wealth Partners
Connecticut
$610K +$192 +1 +0%
HBT
654
Hills Bank & Trust
Iowa
$609K -$60.6K -315 -9%
CIAS
655
Capital Investment Advisory Services
North Carolina
$606K -$14.4K -75 -2%
APP
656
Avantax Planning Partners
Iowa
$606K +$5.2K +27 +0.9%
NA
657
NewEdge Advisors
Louisiana
$605K -$192K -995 -24%
CG
658
Caprock Group
Idaho
$604K -$17.5K -91 -3%
IP
659
Intellectus Partners
California
$602K +$601K +3,120 New
LCM
660
LVM Capital Management
Michigan
$601K
CT
661
Chicago Trust
Illinois
$600K -$770 -4 -0.1%
IWC
662
Integrated Wealth Concepts
Massachusetts
$600K +$284K +1,477 +90%
HIC
663
Holderness Investments Company
North Carolina
$598K +$6.16K +32 +1%
AFC
664
AFT Forsyth & Company
Florida
$593K
GWCM
665
Godshalk Welsh Capital Management
Pennsylvania
$593K
DY
666
Dowling & Yahnke
California
$585K -$235K -1,223 -29%
KWM
667
Kingsview Wealth Management
Oregon
$585K -$21K -109 -3%
LWAC
668
Laurel Wealth Advisors (California)
California
$580K +$6.35K +33 +1%
LOAME
669
Lombard Odier Asset Management (Europe)
United Kingdom
$580K +$579K +3,006 New
GW
670
GW & Wade
Massachusetts
$577K +$304K +1,579 +112%
CCM
671
Cribstone Capital Management
Maine
$576K +$16.2K +84 +3%
SWA
672
SFMG Wealth Advisors
Texas
$573K -$9.63K -50 -2%
RFG
673
Range Financial Group
Oregon
$571K +$569K +2,958 New
VFA
674
Voya Financial Advisors
Connecticut
$569K -$78.7K -409 -12%
BFS
675
Bradley Foster & Sargent
Connecticut
$568K -$387K -2,010 -41%

CLX Hedge Fund Activity: Q1 2021 in Review

1,206 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Clorox (CLX) for Q1 2021, worth a combined $18.8B — down 10% from $20.9B a quarter earlier.

Sellers outnumbered buyers: 135 funds closed out of CLX and 94 opened new positions — a net loss of 41 holders — while 487 trimmed existing stakes and 412 added.

The largest buyer was Champlain Investment Partners, opening a new position worth an estimated $200M. The largest seller was Parnassus Investments, cutting an estimated $325M.

  • 1,206 institutional investors held Clorox (CLX) as of Q1 2021, down from 1,262 in Q4 2020.
  • Funds reported $18.8B of Clorox stock for Q1 2021, down 10% quarter-over-quarter.
  • 94 funds opened new Clorox positions in Q1 2021 and 135 closed out, a net change of -41 holders.
  • The largest Clorox buyer in Q1 2021 was Champlain Investment Partners, an estimated $200M added.
  • The largest Clorox seller in Q1 2021 was Parnassus Investments, an estimated $325M sold.

Based on aggregated 13F filings for Q1 2021.