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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
PA
776
Profund Advisors
Maryland
$318K -$97.1K -588 -24%
HBWM
777
Hollow Brook Wealth Management
New York
$318K
DIA
778
Dana Investment Advisors
Wisconsin
$318K +$303K +1,834 New
CL
779
Choreo LLC
Illinois
$317K -$12.7K -77 -4%
WP
780
WealthPLAN Partners
Nebraska
$317K +$254K +1,537 New
IWM
781
IHT Wealth Management
Illinois
$316K +$10.9K +66 +4%
GWM
782
Gray Wealth Management
Maine
$315K +$301K +1,823 New
TCWM
783
Total Clarity Wealth Management
Illinois
$314K +$2.31K +14 +0.8%
1SB
784
1ST Source Bank
Indiana
$313K
AW
785
ACG Wealth
Georgia
$313K +$1.32K +8 +0.4%
BCCM
786
Bridge Creek Capital Management
Massachusetts
$311K
MERSOM
787
Municipal Employees' Retirement System of Michigan
Michigan
$310K
GIA
788
Gateway Investment Advisers
Ohio
$309K -$58.5K -354 -17%
VWM
789
Venturi Wealth Management
Texas
$308K -$77.8K -471 -21%
PWLP
790
Prio Wealth Limited Partnership
Massachusetts
$306K +$2.48K +15 +0.9%
MIM
791
Moseley Investment Management
Florida
$306K +$31.7K +192 +12%
CMBA
792
C.M. Bidwell & Associates
Hawaii
$306K +$292K +1,765 New
HA
793
Hamel Associates
New Jersey
$305K +$43K +260 +17%
GSC
794
G&S Capital
Colorado
$305K +$237K +1,432 +431%
EWM
795
Evermay Wealth Management
Virginia
$304K +$6.61K +40 +2%
CFG
796
Capstone Financial Group
Oklahoma
$303K +$2.15K +13 +0.7%
PP
797
Paloma Partners
Connecticut
$302K -$990K -5,990 -77%
EM
798
Excalibur Management
Massachusetts
$299K -$3.47K -21 -1%
VDI
799
Vaughan David Investments
Illinois
$298K -$76.8K -465 -21%
CCT
800
Country Club Trust
Missouri
$297K -$8.59K -52 -3%

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.