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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
Macquarie Group
701
Macquarie Group
Australia
$264K -$40.8K -300 -16%
AF
702
Allworth Financial
California
$264K +$6.8K +50 +3%
AIM
703
Avity Investment Management
Connecticut
$261K
FAIM
704
Financial Advocates Investment Management
Washington
$260K +$239K +1,753 New
LOAME
705
Lombard Odier Asset Management (Europe)
United Kingdom
$258K
EGA
706
Eagle Global Advisors
Texas
$257K
SI
707
SII Investments
Wisconsin
$257K +$4.35K +32 +2%
EB
708
Eastern Bank
Massachusetts
$256K
LSAG
709
Lake Street Advisors Group
New Hampshire
$256K +$234K +1,721 New
PTC
710
Philadelphia Trust Company
Pennsylvania
$255K +$233K +1,714 New
MTC
711
McDaniel Terry & Co
Texas
$254K
WI
712
Wedgewood Investors
Pennsylvania
$254K
CCT
713
Country Club Trust
Missouri
$253K +$232K +1,702 New
CPA
714
Court Place Advisors
Maryland
$250K
WSCM
715
Wellington Shields Capital Management
New York
$250K
SBIA
716
Sheaff Brock Investment Advisors
Indiana
$246K +$225K +1,654 New
RG
717
Rikoon Group
New Mexico
$245K -$11.3K -83 -5%
B
718
Barings
North Carolina
$244K
GC
719
Gratus Capital
Georgia
$243K
TH
720
TCTC Holdings
Texas
$243K
AWA
721
AmeriServ Wealth Advisors
Pennsylvania
$243K +$237K +1,741 New
KI
722
Koch Industries
Kansas
$241K -$26.3K -193 -11%
CA
723
Capital Advantage
California
$241K
SWA
724
SFMG Wealth Advisors
Texas
$241K
PFS
725
Prospera Financial Services
Texas
$240K

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.