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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
FCFS
801
First Command Financial Services
Texas
$183K
ST
802
Smithfield Trust
Pennsylvania
$182K +$73.7K +473 +67%
OIA
803
OneDigital Investment Advisors
Kansas
$181K -$29.8K -191 -14%
M
804
MOTCO
Texas
$176K
PB
805
Pinnacle Bancorp
Nebraska
$168K +$170K +1,090 New
PA
806
Parallel Advisors
California
$156K
TNBTD
807
Trustmark National Bank Trust Department
Mississippi
$154K
QCG
808
Quadrant Capital Group
Ohio
$151K -$4.67K -30 -3%
RE
809
RBC Europe
United Kingdom
$150K -$2.02K -13 -1%
VNA
810
Valley National Advisers
Pennsylvania
$147K +$9.5K +61 +7%
DWM
811
Doyle Wealth Management
Florida
$147K +$148K +952 New
LWM
812
Lenox Wealth Management
Ohio
$135K -$3.12K -20 -2%
CAW
813
Cornerstone Advisors (Washington)
Washington
$135K +$4.05K +26 +3%
RCAG
814
Rehmann Capital Advisory Group
Michigan
$132K +$779 +5 +0.6%
AF
815
Arrow Financial
New York
$126K
OC
816
Oakworth Capital
Alabama
$123K -$17.1K -110 -12%
GWA
817
Guidant Wealth Advisors
Illinois
$123K
THWM
818
Taylor Hoffman Wealth Management
Virginia
$123K
MFW
819
Mosaic Family Wealth
Missouri
$123K +$1.25K +8 +1%
SFSIG
820
San Francisco Sentry Investment Group
California
$123K +$3.58K +23 +3%
QAM
821
QCI Asset Management
New York
$120K
MIFH
822
Migdal Insurance & Financial Holdings
Israel
$119K -$327K -2,097 -73%
BAM
823
Belpointe Asset Management
Nevada
$119K -$68.2K -438 -36%
TWA
824
TCI Wealth Advisors
Arizona
$118K +$4.36K +28 +4%
BL
825
Balentine LLC
Georgia
$116K +$117K +750 New

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.