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917 hedge funds and large institutions have $13.7B invested in Clorox in 2018 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 315 increasing their positions, 333 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 59

2% more ownership

Funds ownership: 76.53%78.53% (+2%)

5% more capital invested

Capital invested by funds: $13.1B → $13.7B (+$596M)

0% more funds holding

Funds holding: 913917 (+4)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

5% less repeat investments, than reductions

Existing positions increased: 315 | Existing positions reduced: 333

43% less call options, than puts

Call options by funds: $113M | Put options by funds: $198M

Holders
917
Holders Change
+4
Holders Change %
+0.44%
% of All Funds
20.99%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
69
Increased
315
Reduced
333
Closed
59
Calls
$113M
Puts
$198M
Net Calls
-$85.7M
Net Calls Change
-$82.9M
Name Holding Trade Value Shares
Change
Change in
Stake
HSBC Holdings
101
HSBC Holdings
United Kingdom
$15.3M -$10.2M -82,439 -42%
UCFA
102
United Capital Financial Advisors
Texas
$15M +$11.8M +95,768 +628%
CTA
103
Carillon Tower Advisers
Florida
$14.8M +$6.1M +49,450 +83%
STCG
104
Speece Thorson Capital Group
Minnesota
$14.6M +$5.7M +46,151 +74%
Lazard Asset Management
105
Lazard Asset Management
New York
$14.4M -$8.13M -65,863 -38%
Victory Capital Management
106
Victory Capital Management
Texas
$14.2M +$56.3K +456 +0.4%
KIA
107
KCM Investment Advisors
California
$14.2M -$531K -4,299 -4%
Stifel Financial
108
Stifel Financial
Missouri
$14.1M +$3.76M +30,499 +41%
Envestnet Asset Management
109
Envestnet Asset Management
Illinois
$14.1M +$11.4M +92,280 +758%
SCM
110
Stevens Capital Management
Pennsylvania
$13.8M +$3.33M +27,001 +36%
AFIA
111
America First Investment Advisors
Nebraska
$13.7M
DILIC
112
Dai-ichi Life Insurance Company
Japan
$13.7M +$1.52M +12,315 +14%
LPL Financial
113
LPL Financial
California
$13.6M -$168K -1,362 -1%
Commonwealth Equity Services
114
Commonwealth Equity Services
Massachusetts
$13.5M +$224K +1,818 +2%
FCM
115
Flinton Capital Management
Pennsylvania
$13.5M +$8.39K +68 +0.1%
RCM
116
Riverhead Capital Management
Delaware
$13.1M -$1.98K -16 -0%
NIM
117
Northeast Investment Management
Massachusetts
$12.7M -$407K -3,296 -3%
EVM
118
Eaton Vance Management
Massachusetts
$12.5M -$7M -56,693 -38%
PAMU
119
Pictet Asset Management (UK)
United Kingdom
$12.5M +$2.34M +18,971 +26%
Natixis Advisors
120
Natixis Advisors
Massachusetts
$12.3M +$2.35M +19,029 +26%
BCIM
121
British Columbia Investment Management
British Columbia, Canada
$12.2M +$2.64M +21,404 +31%
ORIO
122
Old Republic International (ORI)
Illinois
$12.2M +$11.1M +90,000 New
USAA
123
United Services Automobile Association
Texas
$11.8M -$66.2K -536 -0.6%
FBB
124
Fulton Breakefield Broenniman
Maryland
$11.6M -$118K -953 -1%
Toronto Dominion Bank
125
Toronto Dominion Bank
Ontario, Canada
$11.3M +$1.67M +13,520 +19%

CLX Hedge Fund Activity: Q2 2018 in Review

917 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Clorox (CLX) for Q2 2018, worth a combined $13.7B — up 4.5% from $13.1B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new CLX positions and 59 closed out — a net gain of 10 holders — while 315 added to existing stakes and 333 trimmed.

The largest buyer was Macquarie Group, adding an estimated $216M. The largest seller was Acadian Asset Management, cutting an estimated $55.9M.

  • 917 institutional investors held Clorox (CLX) as of Q2 2018, up from 913 in Q1 2018.
  • Funds reported $13.7B of Clorox stock for Q2 2018, up 4.5% quarter-over-quarter.
  • 69 funds opened new Clorox positions in Q2 2018 and 59 closed out, a net change of +10 holders.
  • The largest Clorox buyer in Q2 2018 was Macquarie Group, an estimated $216M added.
  • The largest Clorox seller in Q2 2018 was Acadian Asset Management, an estimated $55.9M sold.

Based on aggregated 13F filings for Q2 2018.