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1,120 hedge funds and large institutions have $17.6B invested in Clorox in 2020 Q1 according to their latest regulatory filings, with 178 funds opening new positions, 386 increasing their positions, 385 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more funds holding in top 10

Funds holding in top 10: 1027 (+17)

128% more first-time investments, than exits

New positions opened: 178 | Existing positions closed: 78

15% more capital invested

Capital invested by funds: $15.4B → $17.6B (+$2.26B)

9% more funds holding

Funds holding: 1,0301,120 (+90)

1.26% more ownership

Funds ownership: 80.11%81.37% (+1.3%)

0% more repeat investments, than reductions

Existing positions increased: 386 | Existing positions reduced: 385

32% less call options, than puts

Call options by funds: $283M | Put options by funds: $415M

Holders
1,120
Holders Change
+90
Holders Change %
+8.74%
% of All Funds
24.68%
Holding in Top 10
27
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+170%
% of All Funds
0.59%
New
178
Increased
386
Reduced
385
Closed
78
Calls
$283M
Puts
$415M
Net Calls
-$132M
Net Calls Change
-$148M
Name Holding Trade Value Shares
Change
Change in
Stake
TIA
876
Tiemann Investment Advisors
California
$222K +$4.3K +26 +2%
BC
877
Burleson & Co
California
$222K +$180K +1,087 New
CHA
878
Carmichael Hill & Associates
Maryland
$221K +$165 +1 +0.1%
SF
879
Symphony Financial
Texas
$219K +$207K +1,255 New
HFRG
880
Houlihan Financial Resource Group
Virginia
$219K +$209K +1,266 New
VCA
881
Verdence Capital Advisors
Maryland
$218K +$208K +1,256 New
PCS
882
Personal CFO Solutions
New Jersey
$218K +$208K +1,258 New
RP
883
Rice Partnership
Hawaii
$218K +$208K +1,261 New
SFM
884
Signet Financial Management
New Jersey
$217K -$49.6K -300 -22%
LS
885
Livforsakringsbolaget Skandia
Sweden
$217K
CAM
886
Cresset Asset Management
Illinois
$217K +$207K +1,253 New
PFC
887
Phocas Financial Corp
California
$216K +$207K +1,250 New
AMG
888
Advisors Management Group
Wisconsin
$215K +$205K +1,243 New
FDCDDQ
889
Federation des caisses Desjardins du Quebec
Quebec, Canada
$213K +$25.6K +155 +14%
SVWAG
890
Sound View Wealth Advisors Group
Georgia
$213K +$203K +1,228 New
SIC
891
Salem Investment Counselors
North Carolina
$212K
GFS
892
GYL Financial Synergies
Connecticut
$212K +$202K +1,221 New
GIM
893
Goelzer Investment Management
Indiana
$212K +$202K +1,225 New
GWM
894
GSB Wealth Management
Connecticut
$212K +$202K +1,225 New
EGA
895
Eagle Global Advisors
Texas
$212K +$203K +1,226 New
BAM
896
Belpointe Asset Management
Nevada
$211K -$1.16K -7 -0.6%
CFA
897
CWS Financial Advisors
Michigan
$211K
LOAME
898
Lombard Odier Asset Management (Europe)
United Kingdom
$210K -$61.1K -370 -23%
MMG
899
Monetary Management Group
Missouri
$208K
CMI
900
Clare Market Investments
Texas
$208K +$198K +1,200 New

CLX Hedge Fund Activity: Q1 2020 in Review

1,120 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Clorox (CLX) for Q1 2020, worth a combined $17.6B — up 15% from $15.4B a quarter earlier.

Buyers outnumbered sellers: 178 funds opened new CLX positions and 78 closed out — a net gain of 100 holders — while 386 added to existing stakes and 385 trimmed.

The largest buyer was Bank of America, adding an estimated $174M. The largest seller was Parnassus Investments, cutting an estimated $419M.

  • 1,120 institutional investors held Clorox (CLX) as of Q1 2020, up from 1,030 in Q4 2019.
  • Funds reported $17.6B of Clorox stock for Q1 2020, up 15% quarter-over-quarter.
  • 178 funds opened new Clorox positions in Q1 2020 and 78 closed out, a net change of +100 holders.
  • The largest Clorox buyer in Q1 2020 was Bank of America, an estimated $174M added.
  • The largest Clorox seller in Q1 2020 was Parnassus Investments, an estimated $419M sold.

Based on aggregated 13F filings for Q1 2020.