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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
CWA
826
Clarus Wealth Advisors
Arizona
$114K +$623 +4 +0.5%
AIM
827
Arcadia Investment Management
Michigan
$110K -$31.9K -205 -22%
VFA
828
Valeo Financial Advisors
Indiana
$108K -$39.6K -254 -27%
PFBT
829
Parkside Financial Bank & Trust
Missouri
$107K +$935 +6 +0.9%
PCG
830
Private Capital Group
Connecticut
$105K +$28.8K +185 +38%
BWM
831
Baystate Wealth Management
Massachusetts
$104K -$26.6K -171 -20%
EDRH
832
Edmond de Rothschild Holding
Switzerland
$100K
MCA
833
Mercer Capital Advisers
New Jersey
$100K
SNT
834
Security National Trust
West Virginia
$100K
Schroder Investment Management Group
835
Schroder Investment Management Group
United Kingdom
$99.1K -$8.1M -52,013 -7%
NWM
836
Northwest Wealth Management
Iowa
$97K
NMC
837
Nine Masts Capital
Hong Kong
$95K -$98.8K -634 -51%
SL
838
Salomon & Ludwin
Virginia
$92K +$93.5K +600 New
JCM
839
Jacobi Capital Management
Pennsylvania
$89K -$31K -199 -26%
ATC
840
Adirondack Trust Company
New York
$89K -$3.9K -25 -4%
MCM
841
Manchester Capital Management
Vermont
$87K
TC
842
Trust Company
Kansas
$81K
FCA
843
FinTrust Capital Advisors
South Carolina
$79K +$80.1K +514 New
WTB
844
Washington Trust Bank
Washington
$77K
PGAM
845
Princeton Global Asset Management
New Jersey
$77K +$77.9K +500 New
RFA
846
Reilly Financial Advisors
California
$75K -$35.5K -228 -32%
RTC
847
Riverview Trust Company
Washington
$73K +$73.7K +473 New
BTNA
848
Bremer Trust National Association
Minnesota
$73K +$74K +475 New
IIM
849
Ipswich Investment Management
Massachusetts
$73K +$74K +475 New
NIM
850
NuWave Investment Management
New Jersey
$72K -$121K -775 -63%

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.