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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
LS
776
Livforsakringsbolaget Skandia
Sweden
$396K
OPTFSNA
777
Old Point Trust & Financial Services N A
Virginia
$395K
DBIA
778
Dumont & Blake Investment Advisors
New Jersey
$393K
PWM
779
Perigon Wealth Management
California
$393K +$23.3K +121 +6%
BAM
780
Belpointe Asset Management
Nevada
$392K -$25.2K -131 -6%
SA
781
SL Advisors
New Jersey
$391K -$67.2K -349 -15%
ASBI
782
American State Bank (Iowa)
Iowa
$389K
FFBTD
783
First Financial Bank - Trust Division
Ohio
$389K
IA
784
IndexIQ Advisors
New York
$389K +$48.7K +253 +14%
TGAM
785
TBH Global Asset Management
Tennessee
$387K
PA
786
Profund Advisors
Maryland
$386K -$21K -109 -5%
AA
787
AF Advisors
California
$386K
BG
788
Bellevue Group
Switzerland
$386K
CTFG
789
Capstone Triton Financial Group
Oklahoma
$386K +$9.43K +49 +3%
ESB
790
Essex Savings Bank
Connecticut
$385K -$3.27K -17 -0.8%
PAS
791
Park Avenue Securities
New York
$384K -$864K -4,489 -69%
EWM
792
Evermay Wealth Management
Virginia
$382K -$19.3K -100 -5%
WJWM
793
Williams Jones Wealth Management
New York
$378K +$385 +2 +0.1%
BPB
794
Badgley, Phelps & Bell
Washington
$378K +$1.73K +9 +0.5%
MA
795
Mutual Advisors
Nebraska
$377K +$385 +2 +0.1%
QVT
796
Quantitative Value Technologies
Kansas
$371K +$370K +1,921 New
HWMG
797
Hurlow Wealth Management Group
Indiana
$370K
IA
798
IFP Advisors
Florida
$369K +$31.6K +164 +9%
CPA
799
Court Place Advisors
Maryland
$368K +$43.3K +225 +13%
BHWM
800
Bar Harbor Wealth Management
New Hampshire
$367K +$28.3K +147 +8%

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.