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1,219 hedge funds and large institutions have $16.6B invested in Clorox in 2021 Q4 according to their latest regulatory filings, with 189 funds opening new positions, 344 increasing their positions, 485 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 189 | Existing positions closed: 84

37% more call options, than puts

Call options by funds: $450M | Put options by funds: $329M

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

7% more funds holding

Funds holding: 1,1341,219 (+85)

4% more capital invested

Capital invested by funds: $15.9B → $16.6B (+$684M)

0.3% less ownership

Funds ownership: 78.34%78.04% (-0.3%)

29% less repeat investments, than reductions

Existing positions increased: 344 | Existing positions reduced: 485

Holders
1,219
Holders Change
+85
Holders Change %
+7.5%
% of All Funds
18.76%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
189
Increased
344
Reduced
485
Closed
84
Calls
$450M
Puts
$329M
Net Calls
+$121M
Net Calls Change
+$123M
Name Holding Trade Value Shares
Change
Change in
Stake
BW
951
Bison Wealth
Georgia
$220K -$74.2K -445 -26%
WI
952
Wedgewood Investors
Pennsylvania
$220K -$16.7K -100 -7%
SIM
953
Sentry Investment Management
Wisconsin
$220K +$23.2K +139 +12%
LWM
954
Laidlaw Wealth Management
New York
$220K +$210K +1,260 New
CA
955
Callahan Advisors
Texas
$219K +$167 +1 +0.1%
VCM
956
Violich Capital Management
California
$218K -$3K -18 -1%
AL
957
Aspiriant LLC
California
$218K +$4.83K +29 +2%
BPWM
958
Badgley Phelps Wealth Managers
Washington
$216K -$114K -684 -36%
EFS
959
Essex Financial Services
Connecticut
$216K -$53.7K -322 -21%
CAM
960
Concorde Asset Management
Michigan
$216K -$43.3K -260 -17%
GAM
961
Gotham Asset Management
New York
$215K +$206K +1,235 New
TTWM
962
TCV Trust & Wealth Management
Virginia
$214K -$15K -90 -7%
FMC
963
First Merchants Corp
Indiana
$213K
TCA
964
Transcend Capital Advisors
New Jersey
$211K +$202K +1,210 New
RMAM
965
Raab & Moskowitz Asset Management
New Jersey
$210K +$200K +1,201 New
WMA
966
West Michigan Advisors
Michigan
$210K +$201K +1,203 New
BCWM
967
Bartlett & Co Wealth Management
Ohio
$209K +$125K +750 +167%
BG
968
Bellevue Group
Switzerland
$209K -$133K -800 -40%
NERM
969
New England Research & Management
Illinois
$209K -$8.34K -50 -4%
BCFD
970
Boit C.F. David
$209K
BC
971
Bartlett & Co
Ohio
$209K +$125K +750 +167%
DLHL
972
Donald L. Hagan LLC
Florida
$209K +$200K +1,200 New
CIA
973
Choate Investment Advisors
Massachusetts
$207K +$198K +1,190 New
ESBC
974
E.S. Barr & Co
Kentucky
$207K +$198K +1,190 New
AWM
975
Aberdeen Wealth Management
Illinois
$206K +$197K +1,180 New

CLX Hedge Fund Activity: Q4 2021 in Review

1,219 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Clorox (CLX) for Q4 2021, worth a combined $16.6B — up 4.3% from $15.9B a quarter earlier.

Buyers outnumbered sellers: 189 funds opened new CLX positions and 84 closed out — a net gain of 105 holders — while 344 added to existing stakes and 485 trimmed.

The largest buyer was Holocene Advisors, opening a new position worth an estimated $92.2M. The largest seller was Morgan Stanley, cutting an estimated $116M.

  • 1,219 institutional investors held Clorox (CLX) as of Q4 2021, up from 1,134 in Q3 2021.
  • Funds reported $16.6B of Clorox stock for Q4 2021, up 4.3% quarter-over-quarter.
  • 189 funds opened new Clorox positions in Q4 2021 and 84 closed out, a net change of +105 holders.
  • The largest Clorox buyer in Q4 2021 was Holocene Advisors, an estimated $92.2M added.
  • The largest Clorox seller in Q4 2021 was Morgan Stanley, an estimated $116M sold.

Based on aggregated 13F filings for Q4 2021.