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858 hedge funds and large institutions have $12.5B invested in Clorox in 2017 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 271 increasing their positions, 334 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 60

36% more call options, than puts

Call options by funds: $102M | Put options by funds: $74.5M

13% more capital invested

Capital invested by funds: $11B → $12.5B (+$1.44B)

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

2% more funds holding

Funds holding: 839858 (+19)

0.91% more ownership

Funds ownership: 70.82%71.74% (+0.91%)

19% less repeat investments, than reductions

Existing positions increased: 271 | Existing positions reduced: 334

Holders
858
Holders Change
+19
Holders Change %
+2.26%
% of All Funds
21.36%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.22%
New
90
Increased
271
Reduced
334
Closed
60
Calls
$102M
Puts
$74.5M
Net Calls
+$27.1M
Net Calls Change
+$44.2M
Name Holding Trade Value Shares
Change
Change in
Stake
MTC
676
McDaniel Terry & Co
Texas
$245K
GCMG
677
Gyroscope Capital Management Group
Florida
$244K +$234K +1,809 New
SC
678
Savant Capital
Illinois
$243K +$7.77K +60 +3%
MBT
679
Monroe Bank & Trust
Michigan
$243K +$104K +800 +80%
SOAMC
680
Spirit of America Management Corp
New York
$243K +$233K +1,800 New
NFG
681
Next Financial Group
Texas
$241K -$288K -2,222 -55%
EB
682
Eastern Bank
Massachusetts
$237K -$25.9K -200 -10%
AIM
683
Avity Investment Management
Connecticut
$237K -$22K -170 -9%
LOAME
684
Lombard Odier Asset Management (Europe)
United Kingdom
$234K
SHGA
685
Sand Hill Global Advisors
California
$233K -$10.8K -83 -5%
EGA
686
Eagle Global Advisors
Texas
$233K -$6.48K -50 -3%
RG
687
Rikoon Group
New Mexico
$233K -$6.48K -50 -3%
WB
688
Webster Bank
Connecticut
$232K
WI
689
Wedgewood Investors
Pennsylvania
$231K
PP
690
Palladium Partners
Virginia
$230K -$23.3K -180 -10%
OI
691
Oakbrook Investments
Illinois
$229K +$220K +1,700 New
WSCM
692
Wellington Shields Capital Management
New York
$227K -$90.7K -700 -29%
LWAC
693
Laurel Wealth Advisors (California)
California
$227K -$20.1K -155 -8%
CPA
694
Court Place Advisors
Maryland
$227K -$13K -100 -6%
ZIC
695
ZWJ Investment Counsel
Georgia
$226K
WOC
696
West Oak Capital
California
$222K -$58.3K -450 -21%
PL
697
Plancorp LLC
Missouri
$219K +$210K +1,619 New
CA
698
Capital Advantage
California
$219K +$210K +1,623 New
FB
699
Fulton Bank
Pennsylvania
$219K +$211K +1,626 New
WSC
700
Wellington Shields & Co
New York
$216K -$298K -2,300 -59%

CLX Hedge Fund Activity: Q1 2017 in Review

858 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Clorox (CLX) for Q1 2017, worth a combined $12.5B — up 13% from $11B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new CLX positions and 60 closed out — a net gain of 30 holders — while 271 added to existing stakes and 334 trimmed.

The largest buyer was BlackRock, adding an estimated $1.26B. The largest seller was Wells Fargo, cutting an estimated $99.9M.

  • 858 institutional investors held Clorox (CLX) as of Q1 2017, up from 839 in Q4 2016.
  • Funds reported $12.5B of Clorox stock for Q1 2017, up 13% quarter-over-quarter.
  • 90 funds opened new Clorox positions in Q1 2017 and 60 closed out, a net change of +30 holders.
  • The largest Clorox buyer in Q1 2017 was BlackRock, an estimated $1.26B added.
  • The largest Clorox seller in Q1 2017 was Wells Fargo, an estimated $99.9M sold.

Based on aggregated 13F filings for Q1 2017.