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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
FGC
826
Financial Gravity Companies
Texas
$53K +$50.6K +372 New
HCM
827
Highlander Capital Management
New Jersey
$49K
CA
828
Calton & Associates
Florida
$49K +$47.1K +346 New
CCM
829
Cribstone Capital Management
Maine
$46K -$12.4K -91 -23%
DCM
830
Delpha Capital Management
New York
$46K +$42K +309 New
AFNAS
831
American Financial Network Advisory Services
California
$45K -$17.7K -130 -30%
AWMS
832
Advocacy Wealth Management Services
Georgia
$45K
LF
833
Lee Financial
Texas
$45K
VCM
834
Vigilant Capital Management
Maine
$45K
TCCM
835
Timber Creek Capital Management
Massachusetts
$44K
PWM
836
Paulson Wealth Management
Illinois
$44K +$40.4K +297 New
JGIA
837
Jackson Grant Investment Advisers
Connecticut
$43K +$272 +2 +0.7%
SLF
838
Sun Life Financial
Ontario, Canada
$42K -$91.7K -674 -71%
Carson Wealth (CWM LLC)
839
Carson Wealth (CWM LLC)
Nebraska
$42K +$1.09K +8 +3%
CB
840
Community Bank
New York
$42K +$38.4K +282 New
STA
841
Summit Trail Advisors
New York
$41K +$38.5K +283 New
UMA
842
USA Mutuals Advisors
Texas
$39K +$36.7K +270 New
ACM
843
Armbruster Capital Management
New York
$38K
VCM
844
Versant Capital Management
Arizona
$38K
WAS
845
WESPAC Advisors SoCal
California
$38K
BCM
846
Blume Capital Management
California
$37K -$6.8K -50 -17%
GBT
847
Grove Bank & Trust
Florida
$37K
JAM
848
Jolley Asset Management
North Carolina
$37K
HT
849
Heritage Trust
Oklahoma
$36K -$4.9K -36 -13%
PCTC
850
Perkins Coie Trust Company
Washington
$35K

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.