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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
HS
676
Huntington Steele
Pennsylvania
$295K
PWLP
677
Prio Wealth Limited Partnership
Massachusetts
$295K
CA
678
Clearstead Advisors
Ohio
$294K -$13.1K -96 -5%
PCMC
679
Paragon Capital Management (Colorado)
Colorado
$288K
NWP
680
Northstar Wealth Partners
Connecticut
$288K +$136 +1 +0.1%
IP
681
Investment Partners
Ohio
$288K +$264K +1,939 New
PFM
682
Parsec Financial Management
North Carolina
$286K +$262K +1,922 New
AW
683
ACG Wealth
Georgia
$284K +$5.71K +42 +2%
QSS
684
Quantitative Systematic Strategies
Florida
$284K +$260K +1,911 New
OI
685
Oakbrook Investments
Illinois
$283K -$34K -250 -12%
GIA
686
Guyasuta Investment Advisors
Pennsylvania
$279K
SC
687
Savant Capital
Illinois
$279K +$6.12K +45 +2%
1SB
688
1ST Source Bank
Indiana
$278K
CHA
689
Carmichael Hill & Associates
Maryland
$276K +$252K +1,855 New
ABP
690
Arthur B. Page
$275K
EWM
691
Evermay Wealth Management
Virginia
$274K +$250K +1,840 New
HBWM
692
Hollow Brook Wealth Management
New York
$273K
SIG
693
Schaller Investment Group
North Carolina
$273K
AMIM
694
Aull & Monroe Investment Management
Alabama
$268K -$13.6K -100 -5%
AIA
695
Avalon Investment & Advisory
Texas
$268K +$245K +1,800 New
DS
696
DRW Securities
Illinois
$268K +$245K +1,800 New
CRWM
697
Castle Rock Wealth Management
California
$268K +$245K +1,803 New
VNA
698
VNBTrust National Association
Virginia
$266K
VFA
699
Valeo Financial Advisors
Indiana
$265K -$18.2K -134 -7%
PMFA
700
Plante Moran Financial Advisors
Michigan
$264K -$96.6K -710 -29%

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.