We are live on ! Find out more

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
QAM
926
QCI Asset Management
New York
$135K
TWA
927
TCI Wealth Advisors
Arizona
$133K +$2.81K +17 +2%
SNT
928
Security National Trust
West Virginia
$130K
VFA
929
Valeo Financial Advisors
Indiana
$128K -$50.7K -307 -31%
PFBT
930
Parkside Financial Bank & Trust
Missouri
$123K +$1.16K +7 +1%
GCM
931
Gables Capital Management
Florida
$122K
MAM
932
Meeder Asset Management
Ohio
$122K +$8.43K +51 +8%
BWM
933
Baystate Wealth Management
Massachusetts
$121K -$6.94K -42 -6%
HFS
934
Hantz Financial Services
Michigan
$116K +$111K +672 New
PCM
935
Penserra Capital Management
California
$113K -$14.7K -89 -14%
MCA
936
Mercer Capital Advisers
New Jersey
$112K
BCWM
937
Bartlett & Co Wealth Management
Ohio
$109K -$28.4K -172 -21%
BC
938
Bartlett & Co
Ohio
$109K +$104K +630 New
TFS
939
TrustCore Financial Services
Tennessee
$104K +$16.5K +100 +20%
OC
940
Oakworth Capital
Alabama
$103K -$23.1K -140 -19%
MCM
941
Manchester Capital Management
Vermont
$103K
TPCW
942
TD Private Client Wealth
New York
$101K +$1.65K +10 +2%
WG
943
Welch Group
Alabama
$100K +$95.8K +580 New
CFFP
944
Center for Financial Planning
Michigan
$99K
EWM
945
EPG Wealth Management
Georgia
$93K +$88.6K +536 New
TPWA
946
TRUE Private Wealth Advisors
Oregon
$93K +$89.4K +541 New
SFSIG
947
San Francisco Sentry Investment Group
California
$92K +$9.42K +57 +12%
ATC
948
Adirondack Trust Company
New York
$91K
ST
949
Smithfield Trust
Pennsylvania
$91K +$3.8K +23 +5%
GRP
950
Global Retirement Partners
California
$91K +$24.8K +150 +40%

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.