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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
ME
1076
McIlrath & Eck
Washington
$67K
PWMG
1077
Prestige Wealth Management Group
New Jersey
$64K +$1.73K +9 +3%
HIA
1078
Harbor Investment Advisory
Maryland
$61K -$7.12K -37 -10%
JGIA
1079
Jackson Grant Investment Advisers
Connecticut
$60K -$4.43K -23 -7%
PSIWM
1080
Paradigm Strategies in Wealth Management
Minnesota
$60K +$59.7K +310 New
TC
1081
Trust Company
Kansas
$58K -$5.2K -27 -8%
FWM
1082
Filbrandt Wealth Management
Wisconsin
$58K
LF
1083
Lee Financial
Texas
$58K
APC
1084
Aspire Private Capital
North Carolina
$58K +$577 +3 +1%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1085
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$55K -$15K -78 -21%
PCG
1086
Private Capital Group
Connecticut
$55K -$5.78K -30 -10%
TF
1087
Tompkins Financial
New York
$54K -$1.35K -7 -2%
BCA
1088
Bray Capital Advisors
Florida
$53K
NC
1089
NewSquare Capital
Pennsylvania
$51K -$2.76M -14,353 -98%
DAM
1090
Delta Asset Management
Tennessee
$51K
GAM
1091
Gemmer Asset Management
California
$50K
COCM
1092
Charter Oak Capital Management
New Hampshire
$49K
GFPC
1093
Global Financial Private Client
Florida
$48.2K
TIM
1094
Tortoise Investment Management
New York
$48K +$4.81K +25 +11%
PCTC
1095
Perkins Coie Trust Company
Washington
$45K
TWM
1096
Tradition Wealth Management
Minnesota
$45K +$192 +1 +0.4%
AA
1097
AlphaCentric Advisors
Puerto Rico
$44K -$1.35K -7 -3%
MIFH
1098
Migdal Insurance & Financial Holdings
Israel
$44K +$16K +83 +57%
CLOS
1099
Compagnie Lombard Odier SCmA
Switzerland
$41K
SFMG
1100
Sage Financial Management Group
Virginia
$39K +$38.5K +200 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.