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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
JA
801
JOYN Advisors
Georgia
$61K +$55.2K +447 +14,900%
MRCM
802
M&R Capital Management
New Jersey
$60K
TCM
803
Tradewinds Capital Management
Washington
$57K
BBA
804
Braun-Bostich & Associates
Pennsylvania
$56K
AOWM
805
Alpha Omega Wealth Management
Virginia
$55K -$617 -5 -1%
FWM
806
Focused Wealth Management
New York
$55K
LFA
807
Legacy Financial Advisors
Kentucky
$54K
FGAM
808
Financial Gravity Asset Management
Texas
$54K +$4.81K +39 +11%
BCA
809
Bay Colony Advisors
Massachusetts
$52K +$47.2K +382 New
DAM
810
Delta Asset Management
Tennessee
$51K
FFC
811
First Financial Corp
Indiana
$51K
TFA
812
Transamerica Financial Advisors
Florida
$51K +$247 +2 +0.5%
GLI
813
Guardian Life Insurance
New York
$48K +$7.53K +61 +21%
WA
814
WP Advisors
California
$48K +$44.2K +358 New
TF
815
Tompkins Financial
New York
$47K
TFO
816
Tarbox Family Office
California
$47K +$864 +7 +2%
SLF
817
Sun Life Financial
Ontario, Canada
$47K +$33.7K +273 +350%
MSA
818
Marino Stram & Associates
Massachusetts
$46K -$52.2K -423 -55%
GBBWRPM
819
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$46K
PCG
820
Private Capital Group
Connecticut
$46K +$2.47K +20 +6%
HCM
821
Highlander Capital Management
New Jersey
$45K
SIM
822
Sonora Investment Management
Arizona
$44K +$25.3K +205 +169%
Carson Wealth (CWM LLC)
823
Carson Wealth (CWM LLC)
Nebraska
$43K +$3.7K +30 +11%
TVWM
824
Tower View Wealth Management
Wisconsin
$43K +$13.5K +109 +52%
LF
825
Lee Financial
Texas
$41K

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.