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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
PG
926
Patten Group
Tennessee
$15K
PFSC
927
Peoples Financial Services Corp
Pennsylvania
$15K
SA
928
SRH Advisors
Kansas
$15K
GWMIA
929
Global Wealth Management Investment Advisory
Florida
$15K +$15.6K +100 New
PRC
930
Pearl River Capital
Michigan
$15K +$15.6K +100 New
BCI
931
Brinker Capital Investments
Pennsylvania
$14K
RFM
932
Royal Fund Management
Florida
$14K
PCP
933
Proficio Capital Partners
Massachusetts
$14K +$2.18K +14 +18%
SIAS
934
Shine Investment Advisory Services
Colorado
$14K +$13.9K +89 New
WANY
935
Wealthspire Advisors (New York)
New York
$13K +$12.8K +82 New
CAM
936
Cresset Asset Management
Illinois
$11K +$11.4K +73 New
WIM
937
Westside Investment Management
California
$10.9K
PAMU
938
Pictet Asset Management (UK)
United Kingdom
$10.1K -$2.11M -13,538 -17%
EARNEST Partners
939
EARNEST Partners
Georgia
$10K
BI
940
Bramshill Investments
Florida
$10K +$9.66K +62 New
TSW
941
Thompson Siegel & Walmsley
Virginia
$10K +$10.4K +67 New
PWM
942
PRW Wealth Management
Massachusetts
$9K +$9.19K +59 New
GT
943
Glenmede Trust
Pennsylvania
$8.75K -$747K -4,792 -8%
AWM
944
AllSquare Wealth Management
New York
$8K
LWCFA
945
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$8K
TL
946
TrueWealth LLC
Georgia
$8K
WWM
947
Willingdon Wealth Management
North Carolina
$8K
CCM
948
Copeland Capital Management
Pennsylvania
$8K +$8.57K +55 New
GI
949
GS Investments
Minnesota
$7.71K
FEG
950
Financial Enhancement Group
Indiana
$7K

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.