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1,219 hedge funds and large institutions have $16.6B invested in Clorox in 2021 Q4 according to their latest regulatory filings, with 189 funds opening new positions, 344 increasing their positions, 485 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 189 | Existing positions closed: 84

37% more call options, than puts

Call options by funds: $450M | Put options by funds: $329M

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

7% more funds holding

Funds holding: 1,1341,219 (+85)

4% more capital invested

Capital invested by funds: $15.9B → $16.6B (+$684M)

0.3% less ownership

Funds ownership: 78.34%78.04% (-0.3%)

29% less repeat investments, than reductions

Existing positions increased: 344 | Existing positions reduced: 485

Holders
1,219
Holders Change
+85
Holders Change %
+7.5%
% of All Funds
18.76%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
189
Increased
344
Reduced
485
Closed
84
Calls
$450M
Puts
$329M
Net Calls
+$121M
Net Calls Change
+$123M
Name Holding Trade Value Shares
Change
Change in
Stake
JWA
1151
JFS Wealth Advisors
Pennsylvania
$14K +$2.33K +14 +20%
EWA
1152
EverSource Wealth Advisors
Alabama
$14K +$12.8K +77 New
HCM
1153
Highlander Capital Management
New Jersey
$13K
FPS
1154
Fieldpoint Private Securities
Connecticut
$13K +$3.33K +20 +37%
TSW
1155
Thompson Siegel & Walmsley
Virginia
$12K
ADL
1156
Asset Dedication LLC
California
$11K -$20.2K -121 -66%
MWM
1157
Mascoma Wealth Management
New Hampshire
$11K
LS
1158
Leelyn Smith
Illinois
$11K +$167 +1 +2%
Loomis, Sayles & Company
1159
Loomis, Sayles & Company
Massachusetts
$10K -$20.7K -124 -69%
CCM
1160
Copeland Capital Management
Pennsylvania
$10K
EARNEST Partners
1161
EARNEST Partners
Georgia
$10K
IBOK
1162
Independence Bank of Kentucky
Kentucky
$10K
VRM
1163
Vectors Research Management
New York
$10K
TC
1164
Truvestments Capital
Florida
$10K +$167 +1 +2%
AWM
1165
AllSquare Wealth Management
New York
$9K
FFA
1166
Freedman Financial Associates
Massachusetts
$9K
AFS
1167
Annapolis Financial Services
Maryland
$9K +$8.67K +52 New
RG
1168
Retirement Group
California
$9K +$9K +54 New
SC
1169
Stephens Consulting
Michigan
$8.72K +$8.34K +50 New
CAM
1170
Costello Asset Management
Pennsylvania
$8K -$34.8K -209 -83%
TCM
1171
Tradewinds Capital Management
Washington
$8K -$19.8K -119 -72%
LWCFA
1172
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$8K
VNA
1173
Valley National Advisers
Pennsylvania
$8K
FGAM
1174
Financial Gravity Asset Management
Texas
$7.52K +$892K +5,350 +12,159%
CCC
1175
Crescent Capital Consulting
Louisiana
$7K

CLX Hedge Fund Activity: Q4 2021 in Review

1,219 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Clorox (CLX) for Q4 2021, worth a combined $16.6B — up 4.3% from $15.9B a quarter earlier.

Buyers outnumbered sellers: 189 funds opened new CLX positions and 84 closed out — a net gain of 105 holders — while 344 added to existing stakes and 485 trimmed.

The largest buyer was Holocene Advisors, opening a new position worth an estimated $92.2M. The largest seller was Morgan Stanley, cutting an estimated $116M.

  • 1,219 institutional investors held Clorox (CLX) as of Q4 2021, up from 1,134 in Q3 2021.
  • Funds reported $16.6B of Clorox stock for Q4 2021, up 4.3% quarter-over-quarter.
  • 189 funds opened new Clorox positions in Q4 2021 and 84 closed out, a net change of +105 holders.
  • The largest Clorox buyer in Q4 2021 was Holocene Advisors, an estimated $92.2M added.
  • The largest Clorox seller in Q4 2021 was Morgan Stanley, an estimated $116M sold.

Based on aggregated 13F filings for Q4 2021.