We are live on ! Find out more

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
HAM
901
Highstreet Asset Management
Ontario, Canada
$10K -$4.08K -30 -30%
PCP
902
Proficio Capital Partners
Massachusetts
$10K +$1.77K +13 +24%
EARNEST Partners
903
EARNEST Partners
Georgia
$10K +$8.84K +65 New
MGIA
904
Moneta Group Investment Advisors
Missouri
$10K +$9.52K +70 New
WWM
905
Willingdon Wealth Management
North Carolina
$10K +$9.52K +70 New
BWA
906
BDO Wealth Advisors
Florida
$9K +$8.16K +60 New
WPA
907
West Paces Advisors
Georgia
$8.78K
KJWM
908
Kiley Juergens Wealth Management
Washington
$8K +$7.48K +55 New
GI
909
GS Investments
Minnesota
$7.44K
AWM
910
AllSquare Wealth Management
New York
$7K
SWMG
911
Signature Wealth Management Group
Georgia
$7K +$6.53K +48 New
WWMSC
912
Wagner Wealth Management (South Carolina)
South Carolina
$6K
PO
913
Private Ocean
California
$6K +$5.71K +42 New
TL
914
TrueWealth LLC
Georgia
$6K +$5.71K +42 New
FFG
915
Ford Financial Group
California
$4K +$4.63K +34 New
HIM
916
Hillsdale Investment Management
Ontario, Canada
$3K -$680 -5 -20%
CPA
917
Clear Perspective Advisors
Illinois
$3K
MA
918
MCF Advisors
Kentucky
$3K
OFS
919
Orrstown Financial Services
Pennsylvania
$3K
WA
920
WealthTrust-Arizona
Arizona
$3K
AMCA
921
Arthur M. Cohen & Associates
Illinois
$2.99K +$2.64M +19,424 New
AA
922
AlphaMark Advisors
Kentucky
$2K -$27.2K -200 -94%
OFW
923
Omnia Family Wealth
Florida
$2K
SWA
924
Sutton Wealth Advisors
Florida
$1.93K
WAS
925
Winch Advisory Services
Wisconsin
$1K

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.