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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
OAM
1026
Oppenheimer Asset Management
New York
$25K +$6.77K +41 +38%
SQA
1027
Simon Quick Advisors
New Jersey
$25K +$22.6K +137 +1,522%
ADL
1028
Asset Dedication LLC
California
$25K +$24.1K +146 New
TF
1029
TimeScale Financial
Massachusetts
$25K +$24.8K +150 New
HFA
1030
HC Financial Advisors
California
$24K +$23.1K +140 New
TI
1031
Truehand Inc
New Hampshire
$23K
SIAS
1032
Shine Investment Advisory Services
Colorado
$22K
RWA
1033
Ropes Wealth Advisors
Massachusetts
$21K
SWM
1034
Sugarloaf Wealth Management
Georgia
$21K
VAIA
1035
Virtus Alternative Investment Advisers
Connecticut
$21K +$10.6K +64 +107%
MPWT
1036
MassMutual Private Wealth & Trust
Connecticut
$20K
RFM
1037
Royal Fund Management
Florida
$20K +$3.63K +22 +23%
TA
1038
Thor Advisors
New York
$20K +$19.3K +117 New
OSNBOA
1039
Old Second National Bank of Aurora
Illinois
$19K -$1.98K -12 -10%
SMFS
1040
Squar Milner Financial Services
California
$19K -$496 -3 -3%
H
1041
Hexavest
Quebec, Canada
$19K
EARNEST Partners
1042
EARNEST Partners
Georgia
$18K
HS
1043
Horan Securities
United States
$18K +$17.5K +106 New
FGAM
1044
Financial Gravity Asset Management
Texas
$17.9K +$16.9K +102 +10,200%
FP
1045
Financial Perspectives
Minnesota
$17.3K
CG
1046
Cutler Group
California
$17K -$99.1K -600 -86%
HFM
1047
Hartford Financial Management
Connecticut
$17K
MCM
1048
McMillion Capital Management
North Carolina
$17K
PFSC
1049
Peoples Financial Services Corp
Pennsylvania
$17K
SL
1050
Salomon & Ludwin
Virginia
$17K

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.