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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
CCM
1076
Copeland Capital Management
Pennsylvania
$10K
EW
1077
Evoke Wealth
California
$9.42K -$9.25K -56 -51%
AWM
1078
AllSquare Wealth Management
New York
$9K
AA
1079
AlphaMark Advisors
Kentucky
$9K +$6.61K +40 +333%
KC
1080
Knuff & Co
California
$9K +$8.26K +50 New
GI
1081
GS Investments
Minnesota
$8.66K
TL
1082
TrueWealth LLC
Georgia
$8K -$1.49K -9 -17%
EI
1083
Ellevest Inc
New York
$8K +$7.1K +43 +860%
SMG
1084
Spectrum Management Group
Indiana
$8K +$7.43K +45 New
WPA
1085
West Paces Advisors
Georgia
$7.8K
IA
1086
IndexIQ Advisors
New York
$7K -$330 -2 -4%
FEG
1087
Financial Enhancement Group
Indiana
$7K
NL
1088
NVWM LLC
Pennsylvania
$7K +$6.44K +39 New
CAN
1089
Claraphi Advisory Network
United States
$6K +$5.29K +32 New
CAGAS
1090
Capital Advisory Group Advisory Services
Minnesota
$6K +$5.62K +34 New
MWM
1091
MBE Wealth Management
Wisconsin
$6K +$6.11K +37 New
OAM
1092
Optimal Asset Management
California
$5.99K +$2.2M +13,310 +63%
Fuller & Thaler Asset Management
1093
Fuller & Thaler Asset Management
California
$5K -$1.48M -8,932 -100%
AW
1094
Avion Wealth
Texas
$5K +$5.12K +31 New
GWS
1095
Glassman Wealth Services
Virginia
$4K +$2.48K +15 +188%
LFG
1096
LifePlan Financial Group
Ohio
$3K
MA
1097
MCF Advisors
Kentucky
$3K
SBL
1098
Sargent Bickham Lagudis
Colorado
$3K
SIS
1099
Sound Income Strategies
Florida
$3K
Kayne Anderson Rudnick Investment Management
1100
Kayne Anderson Rudnick Investment Management
California
$3K +$1.82K +11 +138%

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.