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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
MCM
801
Manchester Capital Management
Vermont
$88K
VIA
802
Vantage Investment Advisors
Pennsylvania
$80K +$47.1K +346 +178%
AIM
803
Advantage Investment Management
Iowa
$78K -$2.99K -22 -4%
LC
804
Landaas & Company
Wisconsin
$78K
TC
805
Trust Company
Kansas
$78K
SFSIG
806
San Francisco Sentry Investment Group
California
$77K +$21.2K +156 +43%
DPA
807
Delphi Private Advisors
California
$77K +$70.2K +516 New
TRCT
808
Tower Research Capital (TRC)
New York
$76K +$69.9K +514 New
WTB
809
Washington Trust Bank
Washington
$74K
ST
810
Smithfield Trust
Pennsylvania
$74K +$13.3K +98 +25%
CPIG
811
Chicago Partners Investment Group
Illinois
$74K +$68K +500 New
MUS
812
Mitsubishi UFJ Securities
Japan
$74K +$68K +500 New
NC
813
NewSquare Capital
Pennsylvania
$67K +$57.3K +421 +1,504%
MRCM
814
M&R Capital Management
New Jersey
$66K
TCM
815
Tradewinds Capital Management
Washington
$63K
TIM
816
Tortoise Investment Management
New York
$63K +$3.4K +25 +6%
AOWM
817
Alpha Omega Wealth Management
Virginia
$62K
GLI
818
Guardian Life Insurance
New York
$62K +$17.6K +129 +45%
KTC
819
Kistler-Tiffany Companies
Pennsylvania
$62K +$52K +382 +1,124%
FWM
820
Focused Wealth Management
New York
$60K
LFA
821
Legacy Financial Advisors
Kentucky
$59K +$54.4K +400 New
DAM
822
Delta Asset Management
Tennessee
$57K +$34K +250 +191%
FFC
823
First Financial Corp
Indiana
$56K
GT
824
Greenleaf Trust
Michigan
$53K -$7.35K -54 -13%
TFO
825
Tarbox Family Office
California
$53K

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.