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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
CWAF
1176
Core Wealth Advisors (Florida)
Florida
$5K +$4.81K +25 New
SWA
1177
Sutton Wealth Advisors
Florida
$4.24K +$385 +2 +10%
Fuller & Thaler Asset Management
1178
Fuller & Thaler Asset Management
California
$4K
SBL
1179
Sargent Bickham Lagudis
Colorado
$4K
WAS
1180
Winch Advisory Services
Wisconsin
$4K
AP
1181
Arlington Partners
Alabama
$4K +$4.43K +23 New
SIS
1182
Sound Income Strategies
Florida
$3.09K
CWP
1183
Concord Wealth Partners
Virginia
$3K -$3.27K -17 -49%
CFD
1184
Creative Financial Designs
Indiana
$3K
SL
1185
Savior LLC
Massachusetts
$3K
TF
1186
TimeScale Financial
Massachusetts
$3K
CH
1187
Canton Hathaway
Rhode Island
$3K +$2.69K +14 New
RCG
1188
Rock Creek Group
District of Columbia
$3K +$2.89K +15 New
CWM
1189
Cranbrook Wealth Management
Michigan
$3K +$3.08K +16 New
Fidelity International
1190
Fidelity International
Bermuda
$2K -$40.9M -212,217 -100%
CCA
1191
Column Capital Advisors
Indiana
$2K
CCC
1192
Crescent Capital Consulting
Louisiana
$2K
EIP
1193
Ellis Investment Partners
Pennsylvania
$2K
FMP
1194
Financial Management Professionals
Texas
$2K
IWP
1195
IAG Wealth Partners
Wisconsin
$2K
TCM
1196
TD Capital Management
Tennessee
$2K
LWP
1197
Lumature Wealth Partners
Georgia
$2K +$1.93K +10 New
UFF
1198
USA Financial Formulas
Michigan
$1K -$1.16K -6 -55%
TFA
1199
Transamerica Financial Advisors
Florida
$1K -$192 -1 -25%
WLPWM
1200
Walled Lake Planning & Wealth Management
Illinois
$1K

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.