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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
LIM
751
Loudon Investment Management
New Hampshire
$443K
SMH
752
Sanders Morris Harris
Texas
$443K +$19.3K +100 +5%
HFAS
753
Hummer Financial Advisory Services
Illinois
$439K
FMC
754
First Merchants Corp
Indiana
$439K +$131K +679 +43%
TFS
755
Thoroughbred Financial Services
Tennessee
$438K -$85.3K -443 -16%
CPSAC
756
Chas P. Smith & Associates (CPS)
Florida
$438K -$49.1K -255 -10%
AG
757
AlphaSimPlex Group
Massachusetts
$437K +$101K +523 +30%
CA
758
CapWealth Advisors
Tennessee
$436K -$33.7K -175 -7%
SBSB
759
Sullivan, Bruyette, Speros & Blaney
Virginia
$433K -$26.8K -139 -6%
PI
760
PEAK6 Investments
Illinois
$426K -$658K -3,418 -61%
EH
761
Equitable Holdings
New York
$426K +$33.3K +173 +9%
HAG
762
HighPoint Advisor Group
Illinois
$426K +$37K +192 +9%
MCM
763
MAI Capital Management
Ohio
$424K -$1.35K -7 -0.3%
BCM
764
Birch Capital Management
Texas
$420K
AA
765
Apriem Advisors
California
$420K +$35.8K +186 +9%
TAM
766
Townsend Asset Management
North Carolina
$418K +$3.85K +20 +0.9%
SB
767
Sunflower Bank
Texas
$409K -$3.08K -16 -0.7%
BBA
768
Braun-Bostich & Associates
Pennsylvania
$409K +$96.1K +499 +31%
DBG
769
De Burlo Group
Massachusetts
$408K -$2.45M -12,750 -86%
JWCA
770
J.W. Cole Advisors
Florida
$408K -$36.6K -190 -8%
TA
771
TrueWealth Advisors
Alabama
$406K
CIC
772
Crawford Investment Counsel
Georgia
$405K -$55.4K -288 -12%
CAM
773
Concorde Asset Management
Michigan
$405K +$61.8K +321 +18%
B
774
Barings
North Carolina
$403K +$403K +2,091 New
ECAM
775
East Coast Asset Management
Massachusetts
$398K

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.