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988 hedge funds and large institutions have $15B invested in Clorox in 2018 Q4 according to their latest regulatory filings, with 139 funds opening new positions, 276 increasing their positions, 354 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 139 | Existing positions closed: 75

63% more funds holding in top 10

Funds holding in top 10: 813 (+5)

6% more funds holding

Funds holding: 933988 (+55)

1% less capital invested

Capital invested by funds: $15.2B → $15B (-$135M)

1.23% less ownership

Funds ownership: 78.75%77.51% (-1.2%)

17% less call options, than puts

Call options by funds: $101M | Put options by funds: $121M

22% less repeat investments, than reductions

Existing positions increased: 276 | Existing positions reduced: 354

Holders
988
Holders Change
+55
Holders Change %
+5.89%
% of All Funds
22.01%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.29%
New
139
Increased
276
Reduced
354
Closed
75
Calls
$101M
Puts
$121M
Net Calls
-$20.1M
Net Calls Change
-$42.1M
Name Holding Trade Value Shares
Change
Change in
Stake
PWLP
726
Prio Wealth Limited Partnership
Massachusetts
$260K
IP
727
Investment Partners
Ohio
$259K +$262K +1,682 New
HCM
728
Howland Capital Management
Massachusetts
$258K -$79.1K -508 -23%
TAM
729
Tocqueville Asset Management
New York
$258K -$15.6K -100 -6%
BRWA
730
B. Riley Wealth Advisors
Florida
$258K +$4.21K +27 +2%
DWA
731
Dorsey Wright & Associates
California
$258K +$261K +1,675 New
TW
732
Transform Wealth
Colorado
$257K
GVAG
733
Great Valley Advisor Group
Delaware
$257K +$260K +1,669 New
B
734
Bridgeworth
Alabama
$256K -$33.5K -215 -11%
FAIM
735
Financial Advocates Investment Management
Washington
$256K +$8.57K +55 +3%
WSC
736
Wellington Shields & Co
New York
$253K +$6.7K +43 +3%
SWA
737
SFMG Wealth Advisors
Texas
$250K
WI
738
Wedgewood Investors
Pennsylvania
$248K
AFM
739
Abbot Financial Management
Massachusetts
$247K
FB
740
Fulton Bank
Pennsylvania
$247K
PCA
741
Peddock Capital Advisors
Massachusetts
$247K
SBWM
742
Sunflower Bank Wealth Management
Arizona
$247K
CI
743
CX Institutional
Indiana
$247K +$249K +1,600 New
HR
744
Hayden Royal
North Carolina
$247K +$250K +1,603 New
BCM
745
Bienville Capital Management
New York
$246K +$249K +1,597 New
EB
746
Eastern Bank
Massachusetts
$245K +$9.35K +60 +4%
LOAME
747
Lombard Odier Asset Management (Europe)
United Kingdom
$244K
CRC
748
Curi RMB Capital
Illinois
$244K +$623 +4 +0.3%
SCA
749
Snowden Capital Advisors
New York
$244K +$1.87K +12 +0.8%
BIM
750
Baldwin Investment Management
Pennsylvania
$243K -$77.9K -500 -24%

CLX Hedge Fund Activity: Q4 2018 in Review

988 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Clorox (CLX) for Q4 2018, worth a combined $15B — down 0.89% from $15.2B a quarter earlier.

Buyers outnumbered sellers: 139 funds opened new CLX positions and 75 closed out — a net gain of 64 holders — while 276 added to existing stakes and 354 trimmed.

The largest buyer was BlackRock, adding an estimated $117M. The largest seller was Morgan Stanley, cutting an estimated $177M.

  • 988 institutional investors held Clorox (CLX) as of Q4 2018, up from 933 in Q3 2018.
  • Funds reported $15B of Clorox stock for Q4 2018, down 0.89% quarter-over-quarter.
  • 139 funds opened new Clorox positions in Q4 2018 and 75 closed out, a net change of +64 holders.
  • The largest Clorox buyer in Q4 2018 was BlackRock, an estimated $117M added.
  • The largest Clorox seller in Q4 2018 was Morgan Stanley, an estimated $177M sold.

Based on aggregated 13F filings for Q4 2018.