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1,120 hedge funds and large institutions have $17.6B invested in Clorox in 2020 Q1 according to their latest regulatory filings, with 178 funds opening new positions, 386 increasing their positions, 385 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more funds holding in top 10

Funds holding in top 10: 1027 (+17)

128% more first-time investments, than exits

New positions opened: 178 | Existing positions closed: 78

15% more capital invested

Capital invested by funds: $15.4B → $17.6B (+$2.26B)

9% more funds holding

Funds holding: 1,0301,120 (+90)

1.26% more ownership

Funds ownership: 80.11%81.37% (+1.3%)

0% more repeat investments, than reductions

Existing positions increased: 386 | Existing positions reduced: 385

32% less call options, than puts

Call options by funds: $283M | Put options by funds: $415M

Holders
1,120
Holders Change
+90
Holders Change %
+8.74%
% of All Funds
24.68%
Holding in Top 10
27
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+170%
% of All Funds
0.59%
New
178
Increased
386
Reduced
385
Closed
78
Calls
$283M
Puts
$415M
Net Calls
-$132M
Net Calls Change
-$148M
Name Holding Trade Value Shares
Change
Change in
Stake
BPB
751
Badgley, Phelps & Bell
Washington
$355K +$20.8K +126 +7%
DBIA
752
Dumont & Blake Investment Advisors
New Jersey
$353K
CCM
753
Carderock Capital Management
Maryland
$351K
WJWM
754
Williams Jones Wealth Management
New York
$348K +$18.2K +110 +6%
WAM
755
Wealthspire Advisors (Maryland)
Maryland
$347K -$19.7K -119 -6%
AA
756
AF Advisors
California
$347K
DSC
757
Duncker Streett & Co
Missouri
$347K
TGAM
758
TBH Global Asset Management
Tennessee
$347K
HPC
759
HM Payson & Co
Maine
$346K
BHWM
760
Bar Harbor Wealth Management
New Hampshire
$344K +$3.3K +20 +1%
KWM
761
Kingsview Wealth Management
Oregon
$344K +$65.3K +395 +25%
AF
762
Advisornet Financial
Minnesota
$344K +$163K +986 +99%
FANJ
763
Financial Architects (New Jersey)
New Jersey
$341K -$21.3K -129 -6%
BUB
764
BBVA USA Bancshares
Texas
$337K -$1.32K -8 -0.4%
IA
765
IFP Advisors
Florida
$337K +$330 +2 +0.1%
CI
766
CX Institutional
Indiana
$336K -$1.82K -11 -0.6%
VWM
767
Valley Wealth Managers
New Jersey
$334K -$330K -2,000 -51%
OFS
768
Oldfather Financial Services
Nebraska
$334K +$1.98K +12 +0.7%
AT
769
Arden Trust
Delaware
$332K
LW
770
Linscomb Wealth
Texas
$331K
SB
771
Simmons Bank
Arkansas
$330K
PTC
772
Philadelphia Trust Company
Pennsylvania
$328K -$2.48K -15 -0.8%
DBG
773
De Burlo Group
Massachusetts
$323K +$24.8K +150 +9%
CA
774
Cambridge Advisors
Nebraska
$322K -$6.61K -40 -2%
BRWA
775
B. Riley Wealth Advisors
Florida
$319K -$77.2K -467 -20%

CLX Hedge Fund Activity: Q1 2020 in Review

1,120 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Clorox (CLX) for Q1 2020, worth a combined $17.6B — up 15% from $15.4B a quarter earlier.

Buyers outnumbered sellers: 178 funds opened new CLX positions and 78 closed out — a net gain of 100 holders — while 386 added to existing stakes and 385 trimmed.

The largest buyer was Bank of America, adding an estimated $174M. The largest seller was Parnassus Investments, cutting an estimated $419M.

  • 1,120 institutional investors held Clorox (CLX) as of Q1 2020, up from 1,030 in Q4 2019.
  • Funds reported $17.6B of Clorox stock for Q1 2020, up 15% quarter-over-quarter.
  • 178 funds opened new Clorox positions in Q1 2020 and 78 closed out, a net change of +100 holders.
  • The largest Clorox buyer in Q1 2020 was Bank of America, an estimated $174M added.
  • The largest Clorox seller in Q1 2020 was Parnassus Investments, an estimated $419M sold.

Based on aggregated 13F filings for Q1 2020.