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917 hedge funds and large institutions have $13.7B invested in Clorox in 2018 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 315 increasing their positions, 333 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 59

2% more ownership

Funds ownership: 76.53%78.53% (+2%)

5% more capital invested

Capital invested by funds: $13.1B → $13.7B (+$596M)

0% more funds holding

Funds holding: 913917 (+4)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

5% less repeat investments, than reductions

Existing positions increased: 315 | Existing positions reduced: 333

43% less call options, than puts

Call options by funds: $113M | Put options by funds: $198M

Holders
917
Holders Change
+4
Holders Change %
+0.44%
% of All Funds
20.99%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
69
Increased
315
Reduced
333
Closed
59
Calls
$113M
Puts
$198M
Net Calls
-$85.7M
Net Calls Change
-$82.9M
Name Holding Trade Value Shares
Change
Change in
Stake
SFSIG
776
San Francisco Sentry Investment Group
California
$103K +$4.81K +39 +5%
TWA
777
TCI Wealth Advisors
Arizona
$100K
LWM
778
Lenox Wealth Management
Ohio
$99K +$73.7K +597 +456%
ST
779
Smithfield Trust
Pennsylvania
$98K +$28.4K +230 +46%
RFA
780
Reilly Financial Advisors
California
$97K
CWA
781
Clarus Wealth Advisors
Arizona
$97K +$90K +729 New
PFBT
782
Parkside Financial Bank & Trust
Missouri
$94K -$247 -2 -0.3%
BWM
783
Baystate Wealth Management
Massachusetts
$89K
MCA
784
Mercer Capital Advisers
New Jersey
$88K
SNT
785
Security National Trust
West Virginia
$88K
MCM
786
Manchester Capital Management
Vermont
$87K +$6.17K +50 +8%
CAPTRUST Financial Advisors
787
CAPTRUST Financial Advisors
North Carolina
$83K +$24.7K +200 +48%
ATC
788
Adirondack Trust Company
New York
$81K
NMC
789
Nine Masts Capital
Hong Kong
$79K -$124K -1,007 -63%
BCWM
790
Bartlett & Co Wealth Management
Ohio
$75.3K -$21.5K -174 -24%
BC
791
Bartlett & Co
Ohio
$75K -$21.5K -174 -24%
TC
792
Trust Company
Kansas
$71K
LC
793
Landaas & Company
Wisconsin
$71K +$64.8K +525 New
MUS
794
Mitsubishi UFJ Securities
Japan
$68K
WTB
795
Washington Trust Bank
Washington
$68K
NWM
796
Northwest Wealth Management
Iowa
$64K -$19.1K -155 -25%
ED
797
Exane Derivatives
France
$63.8K -$5.92K -48 -9%
AIM
798
Advantage Investment Management
Iowa
$63K
PCM
799
Princeton Capital Management
New Jersey
$62K
GEA
800
Glen Eagle Advisors
New Jersey
$61.6K -$70.9K -574 -56%

CLX Hedge Fund Activity: Q2 2018 in Review

917 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Clorox (CLX) for Q2 2018, worth a combined $13.7B — up 4.5% from $13.1B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new CLX positions and 59 closed out — a net gain of 10 holders — while 315 added to existing stakes and 333 trimmed.

The largest buyer was Macquarie Group, adding an estimated $216M. The largest seller was Acadian Asset Management, cutting an estimated $55.9M.

  • 917 institutional investors held Clorox (CLX) as of Q2 2018, up from 913 in Q1 2018.
  • Funds reported $13.7B of Clorox stock for Q2 2018, up 4.5% quarter-over-quarter.
  • 69 funds opened new Clorox positions in Q2 2018 and 59 closed out, a net change of +10 holders.
  • The largest Clorox buyer in Q2 2018 was Macquarie Group, an estimated $216M added.
  • The largest Clorox seller in Q2 2018 was Acadian Asset Management, an estimated $55.9M sold.

Based on aggregated 13F filings for Q2 2018.