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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
IHWM
1126
Iron Horse Wealth Management
Iowa
$24K
PFSC
1127
Peoples Financial Services Corp
Pennsylvania
$24K
RCA
1128
Ranch Capital Advisors
Florida
$24K +$192 +1 +0.8%
AIC
1129
Archer Investment Corporation
Indiana
$23.3K +$4.24K +22 +22%
HR
1130
Howe & Rusling
New York
$23K
SA
1131
SRH Advisors
Kansas
$23K
MLFP
1132
MPS Loria Financial Planners
Illinois
$22K
OSNBOA
1133
Old Second National Bank of Aurora
Illinois
$21K
FPS
1134
Fieldpoint Private Securities
Connecticut
$21K +$6.74K +35 +47%
SOW
1135
State of Wyoming
Wyoming
$21K +$21.4K +111 New
HS
1136
Horan Securities
United States
$20K
BWL
1137
Bogart Wealth LLC
Virginia
$20K +$20K +104 New
HFM
1138
Hartford Financial Management
Connecticut
$19K
MRCM
1139
M&R Capital Management
New Jersey
$18K -$48.1K -250 -72%
RCM
1140
Regency Capital Management
Hawaii
$18K +$17.7K +92 New
MF
1141
Manchester Financial
California
$17K
MWP
1142
Meridian Wealth Partners
Pennsylvania
$16K -$49.7K -258 -76%
POIA
1143
Pin Oak Investment Advisors
Texas
$16K
FA
1144
Financial Avengers
California
$15K
SLF
1145
Sun Life Financial
Ontario, Canada
$14K
ZB
1146
Zions Bancorporation
Utah
$13K -$2.31K -12 -15%
JWA
1147
JFS Wealth Advisors
Pennsylvania
$13K
TSW
1148
Thompson Siegel & Walmsley
Virginia
$13K
BMD
1149
Better Money Decisions
New Mexico
$12K +$12.3K +64 New
KFS
1150
Kelly Financial Services
Massachusetts
$11.4K

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.