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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
CFA
951
Clarfeld Financial Advisors
New York
$7K +$7.17K +46 New
WPA
952
West Paces Advisors
Georgia
$6.94K
Lazard Asset Management
953
Lazard Asset Management
New York
$6K -$4.71M -30,265 -100%
OFW
954
Omnia Family Wealth
Florida
$6K
GRP
955
Global Retirement Partners
California
$6K +$5.92K +38 New
LC
956
Lavaca Capital
Texas
$6K +$5.92K +38 New
LPWM
957
Lake Point Wealth Management
Texas
$6K +$6.39K +41 New
KTC
958
Kistler-Tiffany Companies
Pennsylvania
$5K
RMC
959
Resources Management Corp
Connecticut
$5K
Rockefeller Capital Management
960
Rockefeller Capital Management
New York
$5K
CCM
961
Cribstone Capital Management
Maine
$4K -$8.57K -55 -65%
OSAM
962
O'Shaughnessy Asset Management
Connecticut
$4K +$4.52K +29 New
UB
963
UMB Bank
Missouri
$3.9K +$1.6M +10,255 +68%
AC
964
Avestar Capital
New York
$3K
EWM
965
Elmwood Wealth Management
California
$3K
MA
966
MCF Advisors
Kentucky
$3K
WA
967
WealthTrust-Arizona
Arizona
$3K +$156 +1 +5%
BAM
968
Bruderman Asset Management
New York
$3K +$3.12K +20 New
CFA
969
Camarda Financial Advisors
Florida
$3K +$3.43K +22 New
AMCA
970
Arthur M. Cohen & Associates
Illinois
$2.99K -$75.6K -485 -2%
SWA
971
Sutton Wealth Advisors
Florida
$2K
SIS
972
Sound Income Strategies
Florida
$2K -$22.4K -144 -90%
AA
973
AlphaMark Advisors
Kentucky
$2K
LFG
974
LifePlan Financial Group
Ohio
$2K
TCM
975
TD Capital Management
Tennessee
$2K +$1.56K +10 New

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.