We are live on ! Find out more

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
PGAM
1051
Princeton Global Asset Management
New Jersey
$96K
SWM
1052
Selective Wealth Management
Virginia
$96K +$19.3K +100 +25%
GG
1053
Gleason Group
Kentucky
$94K +$577 +3 +0.6%
WAM
1054
Wolverine Asset Management
Illinois
$92K -$1.33M -6,907 -93%
CSPIA
1055
Cary Street Partners Investment Advisory
Virginia
$91K -$321K -1,670 -78%
LS
1056
Leelyn Smith
Illinois
$89K +$31.4K +163 +54%
BC
1057
Bartlett & Co
Ohio
$88K
BCWM
1058
Bartlett & Co Wealth Management
Ohio
$88K
CAL
1059
Capital Advisors Ltd
Ohio
$87K
FA
1060
Fortis Advisors
Pennsylvania
$87K +$86.8K +451 New
SWA
1061
SOA Wealth Advisors
New York
$86K +$4.43K +23 +5%
EW
1062
Evoke Wealth
California
$85K
RE
1063
RBC Europe
United Kingdom
$82.7K
RTC
1064
Riverview Trust Company
Washington
$80K
TFO
1065
Tarbox Family Office
California
$79K
JFGIW
1066
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$78K -$468K -2,429 -86%
AS
1067
Altshuler Shaham
Israel
$78K -$15K -78 -16%
FCM
1068
Firestone Capital Management
Florida
$77K
GC
1069
Grace Capital
Massachusetts
$77K
NR
1070
Newfound Research
Massachusetts
$76K +$41.6K +216 +123%
FFC
1071
First Financial Corp
Indiana
$72K
PB
1072
Pinnacle Bancorp
Nebraska
$71K
HWA
1073
Heritage Wealth Advisors
Virginia
$69.4K
RWB
1074
RMR Wealth Builders
New Jersey
$69K +$192 +1 +0.3%
CTB
1075
Country Trust Bank
Illinois
$68K +$38.5K +200 +133%

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.