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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
CPO
676
Cerity Partners OCIO
New York
$566K +$22.9K +119 +4%
SFA
677
Souders Financial Advisors
Ohio
$564K -$32.5K -169 -5%
MCWS
678
McKinley Carter Wealth Services
West Virginia
$564K -$6.93K -36 -1%
DAM
679
Diamant Asset Management
Connecticut
$563K
MFG
680
Merit Financial Group
Georgia
$562K -$132K -686 -19%
RC
681
RegentAtlantic Capital
New Jersey
$560K +$277K +1,439 +98%
SC
682
Schulhoff & Co
Ohio
$559K
FNT
683
First National Trust
Pennsylvania
$545K -$18.7K -97 -3%
LMAM
684
Legg Mason Asset Management
Japan
$544K -$62.2K -323 -10%
ACA
685
Affinity Capital Advisors
California
$539K -$20.4K -106 -4%
AWM
686
Altium Wealth Management
New York
$538K +$9.63K +50 +2%
HH
687
Hilltop Holdings
Texas
$536K -$517K -2,686 -49%
SPC
688
Stewart & Patten Company
California
$534K -$38.5K -200 -7%
JFA
689
Johanson Financial Advisors
California
$533K -$87.4K -454 -14%
PA
690
Parallel Advisors
California
$533K -$59.1K -307 -10%
XT
691
XTX Topco
Cayman Islands
$533K +$532K +2,763 New
BFC
692
Bedel Financial Consulting
Indiana
$530K
HB
693
Homrich & Berg
Georgia
$529K -$210K -1,091 -28%
TPWA
694
TRUE Private Wealth Advisors
Oregon
$527K +$405K +2,104 +334%
GWSG
695
GPS Wealth Strategies Group
Colorado
$526K +$13.3K +69 +3%
FNBT
696
FineMark National Bank & Trust
Florida
$524K -$7.32K -38 -1%
MBT
697
Montecito Bank & Trust
California
$523K -$1.48M -7,700 -74%
Assenagon Asset Management
698
Assenagon Asset Management
Luxembourg
$523K +$84.7K +440 +19%
APP
699
Alpha Paradigm Partners
Illinois
$519K +$156K +808 +43%
CFS
700
CRA Financial Services
New Jersey
$516K +$316K +1,640 +158%

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.