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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
CAM
701
Carret Asset Management
New York
$511K
RPC
702
Rossmore Private Capital
Connecticut
$511K +$96.2K +500 +23%
UAS
703
United Asset Strategies
New York
$508K -$627K -3,259 -55%
MCP
704
Martin Capital Partners
Oregon
$507K +$110K +573 +28%
AC
705
Athanor Capital
New York
$507K +$506K +2,631 New
M
706
MOTCO
Texas
$506K -$126K -653 -20%
SCM
707
Schnieders Capital Management
California
$505K -$1.93K -10 -0.4%
ACS
708
Archford Capital Strategies
Illinois
$503K -$1.16M -6,049 -70%
SB
709
Strategic Blueprint
Georgia
$502K +$37.9K +197 +8%
BWP
710
Baldwin Wealth Partners
Massachusetts
$501K +$26.6K +138 +6%
E
711
Ergoteles
New York
$499K +$498K +2,586 New
LOAMS
712
Lombard Odier Asset Management (Switzerland)
Switzerland
$496K +$495K +2,574 New
VC
713
Veracity Capital
Georgia
$494K
CFG
714
Cooper Financial Group
California
$494K +$44.7K +232 +10%
BAM
715
Blueshift Asset Management
New Jersey
$493K -$1.01M -5,249 -67%
IWS
716
Insight Wealth Strategies
California
$493K +$242K +1,256 +97%
PAMG
717
Patton Albertson Miller Group
Tennessee
$491K -$2.89K -15 -0.6%
AF
718
Allworth Financial
California
$490K +$1.93K +10 +0.4%
BDF
719
Balasa Dinverno & Foltz
$488K -$231K -1,202 -32%
LIM
720
Longfellow Investment Management
Massachusetts
$488K -$71.4K -371 -13%
WIC
721
Woodmont Investment Counsel
Tennessee
$486K -$1.93K -10 -0.4%
WG
722
Welch Group
Alabama
$486K +$191K +992 +65%
MAWCM
723
Mine & Arao Wealth Creation & Management
California
$482K -$12.5K -65 -3%
CG
724
Colony Group
Massachusetts
$481K +$2.12K +11 +0.4%
MWM
725
Mattern Wealth Management
Kansas
$479K -$921K -4,785 -66%

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.