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1,206 hedge funds and large institutions have $18.8B invested in Clorox in 2021 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 412 increasing their positions, 487 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more call options, than puts

Call options by funds: $363M | Put options by funds: $286M

4% less funds holding

Funds holding: 1,2621,206 (-56)

4.69% less ownership

Funds ownership: 82.86%78.17% (-4.7%)

10% less capital invested

Capital invested by funds: $20.9B → $18.8B (-$2.15B)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

15% less repeat investments, than reductions

Existing positions increased: 412 | Existing positions reduced: 487

30% less first-time investments, than exits

New positions opened: 94 | Existing positions closed: 135

Holders
1,206
Holders Change
-56
Holders Change %
-4.44%
% of All Funds
21.18%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.12%
New
94
Increased
412
Reduced
487
Closed
135
Calls
$363M
Puts
$286M
Net Calls
+$76.9M
Net Calls Change
+$100M
Name Holding Trade Value Shares
Change
Change in
Stake
OFS
901
Oldfather Financial Services
Nebraska
$265K -$50.2K -261 -16%
BRM
902
Boston Research & Management
Massachusetts
$265K
MAM
903
Meeder Asset Management
Ohio
$263K +$83.5K +434 +47%
GP
904
Girard Partners
Pennsylvania
$262K -$155K -806 -37%
RA
905
RFG Advisory
Alabama
$262K +$5.2K +27 +2%
VFA
906
Valeo Financial Advisors
Indiana
$261K -$136K -708 -34%
PCMC
907
Paragon Capital Management (Colorado)
Colorado
$260K
AFP
908
Ausdal Financial Partners
Iowa
$260K +$57.6K +299 +28%
SFSIG
909
San Francisco Sentry Investment Group
California
$260K +$65.4K +340 +34%
FCBT
910
First Citizens Bank & Trust
North Carolina
$259K -$111K -578 -30%
EF
911
Empirical Finance
Pennsylvania
$259K
CL
912
CPWM LLC
Washington
$259K +$4.43K +23 +2%
PFA
913
Pure Financial Advisors
California
$257K -$7.7K -40 -3%
TTWM
914
TCV Trust & Wealth Management
Virginia
$257K
SAM
915
Strategy Asset Managers
California
$255K -$549K -2,851 -68%
D.E. Shaw & Co
916
D.E. Shaw & Co
New York
$255K -$268K -1,393 -51%
PM
917
Parametrica Management
Hong Kong
$255K -$209K -1,084 -45%
AWA
918
AmeriServ Wealth Advisors
Pennsylvania
$255K -$21.2K -110 -8%
IF
919
Intrua Financial
Texas
$254K -$31K -161 -11%
BW
920
Bison Wealth
Georgia
$254K +$253K +1,316 New
VCM
921
Vivaldi Capital Management
Illinois
$253K +$577 +3 +0.2%
BUB
922
BBVA USA Bancshares
Texas
$252K -$50K -260 -17%
TFM
923
TFC Financial Management
Massachusetts
$252K -$7.7K -40 -3%
AMIM
924
Aull & Monroe Investment Management
Alabama
$251K -$19.3K -100 -7%
SIM
925
Spark Investment Management
New York
$250K

CLX Hedge Fund Activity: Q1 2021 in Review

1,206 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Clorox (CLX) for Q1 2021, worth a combined $18.8B — down 10% from $20.9B a quarter earlier.

Sellers outnumbered buyers: 135 funds closed out of CLX and 94 opened new positions — a net loss of 41 holders — while 487 trimmed existing stakes and 412 added.

The largest buyer was Champlain Investment Partners, opening a new position worth an estimated $200M. The largest seller was Parnassus Investments, cutting an estimated $325M.

  • 1,206 institutional investors held Clorox (CLX) as of Q1 2021, down from 1,262 in Q4 2020.
  • Funds reported $18.8B of Clorox stock for Q1 2021, down 10% quarter-over-quarter.
  • 94 funds opened new Clorox positions in Q1 2021 and 135 closed out, a net change of -41 holders.
  • The largest Clorox buyer in Q1 2021 was Champlain Investment Partners, an estimated $200M added.
  • The largest Clorox seller in Q1 2021 was Parnassus Investments, an estimated $325M sold.

Based on aggregated 13F filings for Q1 2021.