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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
AWM
851
Avior Wealth Management
Nebraska
$34K +$816 +6 +3%
BWP
852
Baldwin Wealth Partners
Massachusetts
$30K
TF
853
Tompkins Financial
New York
$30K
GFP
854
Gryphon Financial Partners
Ohio
$29K +$26.7K +196 New
WEC
855
Winslow Evans & Crocker
Massachusetts
$28.3K
ECM
856
Estabrook Capital Management
New York
$27.5K
MPWT
857
MassMutual Private Wealth & Trust
Connecticut
$26K
OSNBOA
858
Old Second National Bank of Aurora
Illinois
$26K
WAM
859
Watermark Asset Management
California
$26K
GSC
860
G&S Capital
Colorado
$26K +$23.8K +175 New
AssetMark Inc
861
AssetMark Inc
California
$25K +$2.04K +15 +10%
PWM
862
Perigon Wealth Management
California
$24K -$456K -3,349 -95%
TG
863
TLP Group
Illinois
$23K +$21.1K +155 New
RPC
864
Rossmore Private Capital
Connecticut
$22.3K +$20.4K +150 New
MIC
865
MU Investments Company
Japan
$22K -$8.16K -60 -29%
CTB
866
Country Trust Bank
Illinois
$22K -$3.13K -23 -13%
HDIM
867
Hanson & Doremus Investment Management
Vermont
$22K
RFM
868
Royal Fund Management
Florida
$22K +$2.58K +19 +15%
WTC
869
WhitTier Trust Company
Nevada
$21K
GF
870
Goodman Financial
Texas
$21K +$19.6K +144 New
SIS
871
Sound Income Strategies
Florida
$21K +$21.8K +160 New
RPG
872
Risk Paradigm Group
Texas
$20.8K
MWM
873
MinichMacGregor Wealth Management
New York
$20K +$272 +2 +1%
LJHT
874
Laurie J. Hall Trustee
$20K +$18.4K +135 New
LWM
875
Lenox Wealth Management
Ohio
$19K +$136 +1 +0.8%

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.