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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
CAM
1101
Costello Asset Management
Pennsylvania
$37K +$12.9K +67 +53%
GTAM
1102
Global Trust Asset Management
Florida
$36K -$953K -4,952 -96%
MAM
1103
McCarthy Asset Management
California
$36K
ECM
1104
Estabrook Capital Management
New York
$35.7K
BCM
1105
Blume Capital Management
California
$34K
JWM
1106
Janiczek Wealth Management
Colorado
$34K +$27.5K +143 +461%
CWC
1107
Carolinas Wealth Consulting
North Carolina
$33K +$12.7K +66 +63%
HWMA
1108
Heritage Wealth Management (Arizona)
Arizona
$33K +$32.5K +169 New
GIA
1109
Goodwin Investment Advisory
Georgia
$33K +$32.7K +170 New
HI
1110
Hudock Inc
Pennsylvania
$32K -$76.8K -399 -70%
EWA
1111
Evolution Wealth Advisors
Florida
$32K
TCM
1112
Tradewinds Capital Management
Washington
$32K
VCM
1113
Versant Capital Management
Arizona
$31K
FCA
1114
FinTrust Capital Advisors
South Carolina
$30K -$15K -78 -33%
HCM
1115
Highlander Capital Management
New Jersey
$29K -$5.78K -30 -17%
RIM
1116
Rockbridge Investment Management
New York
$29K
TC
1117
Truvestments Capital
Florida
$29K +$9.63K +50 +50%
ADL
1118
Asset Dedication LLC
California
$28K -$44.3K -230 -61%
DOA
1119
D'Orazio & Associates
Virginia
$28K
SCA
1120
Stonebridge Capital Advisors
Minnesota
$27K +$27.1K +141 New
LJHT
1121
Laurie J. Hall Trustee
$26K
MHR
1122
Matthew Hamilton Rosenberg
$26K
KC
1123
Knuff & Co
California
$25K -$61.8K -321 -71%
MPWT
1124
MassMutual Private Wealth & Trust
Connecticut
$25K -$15.4K -80 -38%
TI
1125
Truehand Inc
New Hampshire
$25K

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.