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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
CBT
1001
CoreFirst Bank & Trust
Kansas
$187K
PO
1002
Private Ocean
California
$184K
SOAMC
1003
Spirit of America Management Corp
New York
$183K
RP
1004
Rowlandmiller & Partners
Georgia
$182K
AF
1005
Advisornet Financial
Minnesota
$178K -$7.89K -41 -4%
EI
1006
Ellevest Inc
New York
$177K +$56.4K +293 +47%
LSA
1007
Leonteq Securities AG
Switzerland
$174K -$92.6K -481 -35%
JWBC
1008
John W. Brooker & Co
California
$169K
NIM
1009
NuWave Investment Management
New Jersey
$168K -$866K -4,498 -84%
SN
1010
Sittner & Nelson
Oregon
$164K -$14.8K -77 -8%
DAC
1011
Dividend Assets Capital
South Carolina
$160K
Jones Financial Companies
1012
Jones Financial Companies
Missouri
$160K +$52.7K +274 +49%
AF
1013
Arrow Financial
New York
$153K -$1.93K -10 -1%
AIG
1014
American International Group
New York
$148K -$191K -990 -0.1%
TWA
1015
TCI Wealth Advisors
Arizona
$144K +$6.74K +35 +5%
IAM
1016
Infusive Asset Management
New York
$144K +$17.3K +90 +14%
GRP
1017
Global Retirement Partners
California
$141K -$78.9K -410 -36%
BCP
1018
Blue Chip Partners
Michigan
$138K -$5.2K -27 -4%
ONST
1019
Old North State Trust
North Carolina
$138K
BWM
1020
Baystate Wealth Management
Massachusetts
$137K +$770 +4 +0.6%
AA
1021
Ancora Advisors
Ohio
$137K +$30K +156 +28%
CAL
1022
Capital Analysts LLC
Pennsylvania
$137K +$38.9K +202 +40%
GCM
1023
Gables Capital Management
Florida
$135K
AWM
1024
Accel Wealth Management
Iowa
$134K +$385 +2 +0.3%
1IA
1025
1834 Investment Advisors
Wisconsin
$132K +$19.3K +100 +17%

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.