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932 hedge funds and large institutions have $14.5B invested in Clorox in 2017 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 303 increasing their positions, 286 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 149 | Existing positions closed: 67

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

15% more capital invested

Capital invested by funds: $12.6B → $14.5B (+$1.92B)

9% more funds holding

Funds holding: 857932 (+75)

2.28% more ownership

Funds ownership: 73.8%76.07% (+2.3%)

6% more repeat investments, than reductions

Existing positions increased: 303 | Existing positions reduced: 286

17% less call options, than puts

Call options by funds: $90.6M | Put options by funds: $109M

Holders
932
Holders Change
+75
Holders Change %
+8.75%
% of All Funds
21.14%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.14%
New
149
Increased
303
Reduced
286
Closed
67
Calls
$90.6M
Puts
$109M
Net Calls
-$18.4M
Net Calls Change
+$37.4M
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
776
Arcadia Investment Management
Michigan
$137K
AF
777
Arrow Financial
New York
$130K
VNA
778
Valley National Advisers
Pennsylvania
$130K +$816 +6 +0.7%
CAW
779
Cornerstone Advisors (Washington)
Washington
$128K
OC
780
Oakworth Capital
Alabama
$123K
PCIA
781
Prime Capital Investment Advisors
Kansas
$123K +$113K +830 New
PFBT
782
Parkside Financial Bank & Trust
Missouri
$119K +$952 +7 +0.9%
THWM
783
Taylor Hoffman Wealth Management
Virginia
$119K +$109K +800 New
GWA
784
Guidant Wealth Advisors
Illinois
$117K
QAM
785
QCI Asset Management
New York
$116K
QCG
786
Quadrant Capital Group
Ohio
$114K -$4.49K -33 -4%
ABA
787
American Beacon Advisors
Texas
$114K
MWM
788
Mascoma Wealth Management
New Hampshire
$113K
MSA
789
Marino Stram & Associates
Massachusetts
$113K +$104K +761 New
MFW
790
Mosaic Family Wealth
Missouri
$112K -$180K -1,320 -64%
TWA
791
TCI Wealth Advisors
Arizona
$110K
RFA
792
Reilly Financial Advisors
California
$106K
SNT
793
Security National Trust
West Virginia
$97K -$6.8K -50 -7%
MCA
794
Mercer Capital Advisers
New Jersey
$97K +$408 +3 +0.5%
BWM
795
Baystate Wealth Management
Massachusetts
$96K
BC
796
Bartlett & Co
Ohio
$95K
CAPTRUST Financial Advisors
797
CAPTRUST Financial Advisors
North Carolina
$92K +$78.8K +579 +1,524%
WAP
798
Wealthcare Advisory Partners
Pennsylvania
$91K +$7.21K +53 +9%
ATC
799
Adirondack Trust Company
New York
$89K
M
800
MOTCO
Texas
$89K

CLX Hedge Fund Activity: Q4 2017 in Review

932 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Clorox (CLX) for Q4 2017, worth a combined $14.5B — up 15% from $12.6B a quarter earlier.

Buyers outnumbered sellers: 149 funds opened new CLX positions and 67 closed out — a net gain of 82 holders — while 303 added to existing stakes and 286 trimmed.

The largest buyer was State Street, adding an estimated $133M. The largest seller was Bridgeway Capital Management, exiting entirely with an estimated $42.6M sold.

  • 932 institutional investors held Clorox (CLX) as of Q4 2017, up from 857 in Q3 2017.
  • Funds reported $14.5B of Clorox stock for Q4 2017, up 15% quarter-over-quarter.
  • 149 funds opened new Clorox positions in Q4 2017 and 67 closed out, a net change of +82 holders.
  • The largest Clorox buyer in Q4 2017 was State Street, an estimated $133M added.
  • The largest Clorox seller in Q4 2017 was Bridgeway Capital Management, an estimated $42.6M sold.

Based on aggregated 13F filings for Q4 2017.