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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
FI
1151
FormulaFolio Investments
Michigan
$11K -$1.84M -9,582 -99%
CCM
1152
Copeland Capital Management
Pennsylvania
$11K
EARNEST Partners
1153
EARNEST Partners
Georgia
$11K
ANBT
1154
American National Bank & Trust
Texas
$11K +$11.4K +59 New
NFSG
1155
Newbridge Financial Services Group
Florida
$10K -$5.78K -30 -36%
AWM
1156
AllSquare Wealth Management
New York
$10K
FFA
1157
Freedman Financial Associates
Massachusetts
$10K
PCA
1158
Providence Capital Advisors
North Carolina
$10K
TAIM
1159
TD Ameritrade Investment Management
Nebraska
$10K
ACA
1160
Atlas Capital Advisors
Wyoming
$9.64K -$7.12K -37 -43%
FGAM
1161
Financial Gravity Asset Management
Texas
$9.55K +$9.43K +49 +4,900%
RA
1162
Resolute Advisors
California
$9K +$9.24K +48 New
WPA
1163
West Paces Advisors
Georgia
$8.68K
VNA
1164
Valley National Advisers
Pennsylvania
$8K -$8.86K -46 -51%
WTC
1165
WhitTier Trust Company
Nevada
$8K
Nisa Investment Advisors
1166
Nisa Investment Advisors
Missouri
$7.09K +$500K +2,600 +8%
GWS
1167
Glassman Wealth Services
Virginia
$7K -$16.2K -84 -69%
HFA
1168
Hoover Financial Advisors
Pennsylvania
$7K -$7.12K -37 -49%
KFI
1169
Key Financial Inc
Pennsylvania
$7K
BWA
1170
BDO Wealth Advisors
Florida
$7K +$6.74K +35 New
SGAM
1171
Smith Group Asset Management
Texas
$6K
TLFA
1172
True Link Financial Advisors
California
$6K
HFA
1173
HC Financial Advisors
California
$5K -$19.3K -100 -80%
MCM
1174
Manchester Capital Management
Vermont
$5K +$3.46K +18 +225%
CAC
1175
Certified Advisory Corp
Florida
$5K +$4.81K +25 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.