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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
Fiera Capital (Canada)
776
Fiera Capital (Canada)
Quebec, Canada
$218K -$3.9K -25 -2%
BMC
777
Benin Management Corp
Connecticut
$216K -$31.2K -200 -13%
VCM
778
Vivaldi Capital Management
Illinois
$216K +$218K +1,399 New
WOC
779
West Oak Capital
California
$216K
MFG
780
Merit Financial Group
Georgia
$215K +$218K +1,398 New
BRM
781
Boston Research & Management
Massachusetts
$211K
SP
782
Successful Portfolios
Florida
$211K
FHA
783
First Horizon Advisors
Tennessee
$211K +$21.5K +138 +11%
GGI
784
Godsey & Gibb Inc
Virginia
$211K +$213K +1,369 New
EWM
785
Evermay Wealth Management
Virginia
$210K
RIM
786
Rampart Investment Management
Connecticut
$209K -$443K -2,845 -68%
CHA
787
Carmichael Hill & Associates
Maryland
$209K -$23.4K -150 -10%
SFM
788
Signet Financial Management
New Jersey
$209K
NSB
789
Norway Savings Bank
Maine
$207K -$44.4K -285 -17%
HH
790
Hilltop Holdings
Texas
$205K -$4.21K -27 -2%
BBI
791
Baxter Bros Inc
Connecticut
$205K
WP
792
WealthShield Partners
North Carolina
$204K +$206K +1,325 New
CWS
793
Cypress Wealth Services
California
$202K +$204K +1,307 New
RCYC
794
Richard C. Young & Co
Rhode Island
$200K +$202K +1,298 New
S
795
SignatureFD
Georgia
$197K -$10.1K -65 -5%
PFC
796
Phocas Financial Corp
California
$193K +$195K +1,250 New
CIAS
797
Capital Investment Advisory Services
North Carolina
$191K +$193K +1,240 New
AF
798
Advisornet Financial
Minnesota
$189K -$40.5K -260 -17%
MMG
799
Monetary Management Group
Missouri
$185K -$19.5K -125 -9%
FCB
800
First Command Bank
Texas
$183K

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.