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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
RFA
1026
Reilly Financial Advisors
California
$131K +$7.51K +39 +6%
SNT
1027
Security National Trust
West Virginia
$130K
ST
1028
Smithfield Trust
Pennsylvania
$127K
CFO
1029
CVA Family Office
Colorado
$127K +$2.89K +15 +2%
MCA
1030
Mercer Capital Advisers
New Jersey
$125K
TFS
1031
TrustCore Financial Services
Tennessee
$122K
DWP
1032
Destiny Wealth Partners
Florida
$121K -$233K -1,209 -66%
CG
1033
Cutler Group
California
$121K +$5.78K +30 +5%
ATC
1034
Adirondack Trust Company
New York
$121K +$14.4K +75 +14%
OC
1035
Oakworth Capital
Alabama
$119K
GI
1036
Gradient Investments
Minnesota
$116K
EAM
1037
Erste Asset Management
Austria
$114K +$96.2K +500 +556%
AWM
1038
Atticus Wealth Management
Florida
$108K +$57.7K +300 +116%
FWM
1039
Focused Wealth Management
New York
$106K
LC
1040
Lindbrook Capital
California
$103K +$23.3K +121 +29%
TPCW
1041
TD Private Client Wealth
New York
$102K -$13.1K -68 -11%
CFFP
1042
Center for Financial Planning
Michigan
$101K
BCA
1043
Berman Capital Advisors
Georgia
$101K +$24.4K +127 +32%
PSB
1044
Piscataqua Savings Bank
New Hampshire
$101K +$101K +525 New
GAM
1045
Grandview Asset Management
Pennsylvania
$100K -$688K -3,572 -87%
FP
1046
Financial Perspectives
Minnesota
$100K +$3.69M +19,162 +15,208%
FHA
1047
First Horizon Advisors
Tennessee
$99K -$770 -4 -0.8%
FHC
1048
First Horizon Corporation
Tennessee
$98K +$32.5K +169 +50%
AWM
1049
Avior Wealth Management
Nebraska
$97K -$3.66K -19 -4%
WP
1050
WealthShield Partners
North Carolina
$97K +$97K +504 New

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.