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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
BFA
751
Brendel Financial Advisors
New Hampshire
$243K +$246K +1,577 New
Koshinski Asset Management
752
Koshinski Asset Management
Illinois
$240K -$798K -5,124 -77%
Federated Hermes
753
Federated Hermes
Pennsylvania
$237K -$46.9K -301 -16%
IC
754
Intersect Capital
California
$237K
TTWM
755
TCV Trust & Wealth Management
Virginia
$237K
TPA
756
Trivium Point Advisory
Connecticut
$237K +$240K +1,540 New
HF
757
HRT Financial
New York
$237K +$240K +1,541 New
AWA
758
AmeriServ Wealth Advisors
Pennsylvania
$235K
LCAM
759
London & Capital Asset Management
United Kingdom
$235K +$238K +1,526 New
FMWA
760
Forvis Mazars Wealth Advisors
Missouri
$234K -$2.34K -15 -1%
PV
761
Private Vista
Illinois
$234K +$1.09K +7 +0.5%
MPI
762
Mairs & Power Inc
Minnesota
$233K
AIA
763
Avalon Investment & Advisory
Texas
$231K
HA
764
Hamel Associates
New Jersey
$231K
MAA
765
Mraz Amerine & Associates
California
$231K
NIA
766
Northstar Investment Advisors
Colorado
$227K
RG
767
Rikoon Group
New Mexico
$227K +$3.43K +22 +2%
VAM
768
Visionary Asset Management
Texas
$225K +$227K +1,459 New
RM
769
Resource Management
Louisiana
$223K -$31.2K -200 -12%
BRWM
770
B. Riley Wealth Management
Tennessee
$223K -$20.6K -132 -8%
LC
771
Lourd Capital
California
$223K +$3.58K +23 +2%
MPW
772
MA Private Wealth
California
$222K +$224K +1,437 New
AWA
773
Arete Wealth Advisors
Illinois
$220K
MC
774
Machina Capital
France
$219K +$221K +1,419 New
CIA
775
Choate Investment Advisors
Massachusetts
$218K -$9.66K -62 -4%

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.