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917 hedge funds and large institutions have $13.7B invested in Clorox in 2018 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 315 increasing their positions, 333 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 59

2% more ownership

Funds ownership: 76.53%78.53% (+2%)

5% more capital invested

Capital invested by funds: $13.1B → $13.7B (+$596M)

0% more funds holding

Funds holding: 913917 (+4)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

5% less repeat investments, than reductions

Existing positions increased: 315 | Existing positions reduced: 333

43% less call options, than puts

Call options by funds: $113M | Put options by funds: $198M

Holders
917
Holders Change
+4
Holders Change %
+0.44%
% of All Funds
20.99%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
69
Increased
315
Reduced
333
Closed
59
Calls
$113M
Puts
$198M
Net Calls
-$85.7M
Net Calls Change
-$82.9M
Name Holding Trade Value Shares
Change
Change in
Stake
MTC
701
McDaniel Terry & Co
Texas
$231K
WI
702
Wedgewood Investors
Pennsylvania
$231K
DWM
703
Darwin Wealth Management
Florida
$230K -$370 -3 -0.2%
FMWA
704
Forvis Mazars Wealth Advisors
Missouri
$229K -$222K -1,799 -52%
PWLP
705
Prio Wealth Limited Partnership
Massachusetts
$228K
OIA
706
OneDigital Investment Advisors
Kansas
$228K +$988 +8 +0.5%
BRWA
707
B. Riley Wealth Advisors
Florida
$228K +$206K +1,668 New
GIA
708
Guyasuta Investment Advisors
Pennsylvania
$227K -$1.11K -9 -0.5%
IP
709
Investment Partners
Ohio
$226K +$741 +6 +0.4%
TW
710
Transform Wealth
Colorado
$225K -$97K -786 -32%
RM
711
Resource Management
Louisiana
$222K +$8.39K +68 +4%
NSB
712
Norway Savings Bank
Maine
$221K -$4.94K -40 -2%
IAM
713
Impax Asset Management
New Hampshire
$219K +$200K +1,622 New
TAM
714
Tiverton Asset Management
Delaware
$218K
AFM
715
Abbot Financial Management
Massachusetts
$216K
BMC
716
Benin Management Corp
Connecticut
$216K
BCA
717
Bernzott Capital Advisors
California
$216K
CT
718
CPF Texas
Texas
$216K
FB
719
Fulton Bank
Pennsylvania
$216K
PCA
720
Peddock Capital Advisors
Massachusetts
$216K
WSC
721
Wellington Shields & Co
New York
$216K
AWA
722
AmeriServ Wealth Advisors
Pennsylvania
$215K -$13K -105 -6%
LOAME
723
Lombard Odier Asset Management (Europe)
United Kingdom
$214K
FCH
724
Freestone Capital Holdings
Washington
$211K +$192K +1,558 New
CRC
725
Curi RMB Capital
Illinois
$210K -$223K -1,807 -54%

CLX Hedge Fund Activity: Q2 2018 in Review

917 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Clorox (CLX) for Q2 2018, worth a combined $13.7B — up 4.5% from $13.1B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new CLX positions and 59 closed out — a net gain of 10 holders — while 315 added to existing stakes and 333 trimmed.

The largest buyer was Macquarie Group, adding an estimated $216M. The largest seller was Acadian Asset Management, cutting an estimated $55.9M.

  • 917 institutional investors held Clorox (CLX) as of Q2 2018, up from 913 in Q1 2018.
  • Funds reported $13.7B of Clorox stock for Q2 2018, up 4.5% quarter-over-quarter.
  • 69 funds opened new Clorox positions in Q2 2018 and 59 closed out, a net change of +10 holders.
  • The largest Clorox buyer in Q2 2018 was Macquarie Group, an estimated $216M added.
  • The largest Clorox seller in Q2 2018 was Acadian Asset Management, an estimated $55.9M sold.

Based on aggregated 13F filings for Q2 2018.