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1,120 hedge funds and large institutions have $17.6B invested in Clorox in 2020 Q1 according to their latest regulatory filings, with 178 funds opening new positions, 386 increasing their positions, 385 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more funds holding in top 10

Funds holding in top 10: 1027 (+17)

128% more first-time investments, than exits

New positions opened: 178 | Existing positions closed: 78

15% more capital invested

Capital invested by funds: $15.4B → $17.6B (+$2.26B)

9% more funds holding

Funds holding: 1,0301,120 (+90)

1.26% more ownership

Funds ownership: 80.11%81.37% (+1.3%)

0% more repeat investments, than reductions

Existing positions increased: 386 | Existing positions reduced: 385

32% less call options, than puts

Call options by funds: $283M | Put options by funds: $415M

Holders
1,120
Holders Change
+90
Holders Change %
+8.74%
% of All Funds
24.68%
Holding in Top 10
27
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+170%
% of All Funds
0.59%
New
178
Increased
386
Reduced
385
Closed
78
Calls
$283M
Puts
$415M
Net Calls
-$132M
Net Calls Change
-$148M
Name Holding Trade Value Shares
Change
Change in
Stake
PWAG
101
Polaris Wealth Advisory Group
California
$22.1M +$21.1M +127,570 New
UCFA
102
United Capital Financial Advisors
Texas
$22M -$2.72M -16,440 -11%
BCM
103
Bridgeway Capital Management
Texas
$21.9M -$297K -1,800 -1%
SLAM
104
Swiss Life Asset Management
$21.9M -$383K -2,316 -2%
SIM
105
Sadoff Investment Management
Wisconsin
$21.9M -$335K -2,025 -2%
SBH
106
Segall Bryant & Hamill
Illinois
$20.9M +$2.01M +12,165 +11%
BNP Paribas Financial Markets
107
BNP Paribas Financial Markets
France
$20.8M +$4.7M +28,439 +31%
Skandinaviska Enskilda Banken (SEB)
108
Skandinaviska Enskilda Banken (SEB)
Sweden
$20.3M +$13.2M +80,091 +216%
SGI
109
Summit Global Investments
Utah
$20.2M +$16.2M +97,994 +521%
SO
110
STRS Ohio
Ohio
$20.1M +$16.6M +100,662 +666%
Chevy Chase Trust
111
Chevy Chase Trust
Maryland
$20M +$244K +1,478 +1%
Commonwealth Equity Services
112
Commonwealth Equity Services
Massachusetts
$20M +$1.34M +8,112 +8%
Barclays
113
Barclays
United Kingdom
$19.4M -$23M -138,961 -55%
WG
114
Winton Group
United Kingdom
$19.3M -$11.1M -67,231 -38%
Toronto Dominion Bank
115
Toronto Dominion Bank
Ontario, Canada
$19.2M -$2.83M -17,133 -13%
MSV
116
MN Services Vermogensbeheer
Netherlands
$19.1M -$859K -5,200 -4%
Asset Management One
117
Asset Management One
Japan
$18.9M +$963K +5,827 +6%
KIA
118
KCM Investment Advisors
California
$18.8M -$229K -1,384 -1%
CTA
119
Carillon Tower Advisers
Florida
$18.7M +$17.8M +107,800 New
LPL Financial
120
LPL Financial
California
$18.5M -$2.97M -17,973 -14%
Acadian Asset Management
121
Acadian Asset Management
Massachusetts
$18M +$9.63M +58,304 +127%
Nomura Asset Management
122
Nomura Asset Management
Japan
$18M +$1.26M +7,625 +8%
Franklin Resources
123
Franklin Resources
California
$17.4M -$4.68M -28,314 -22%
CC
124
Cadinha & Co
Hawaii
$17.4M +$912K +5,522 +6%
NIM
125
Northeast Investment Management
Massachusetts
$16.8M +$131K +794 +0.8%

CLX Hedge Fund Activity: Q1 2020 in Review

1,120 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Clorox (CLX) for Q1 2020, worth a combined $17.6B — up 15% from $15.4B a quarter earlier.

Buyers outnumbered sellers: 178 funds opened new CLX positions and 78 closed out — a net gain of 100 holders — while 386 added to existing stakes and 385 trimmed.

The largest buyer was Bank of America, adding an estimated $174M. The largest seller was Parnassus Investments, cutting an estimated $419M.

  • 1,120 institutional investors held Clorox (CLX) as of Q1 2020, up from 1,030 in Q4 2019.
  • Funds reported $17.6B of Clorox stock for Q1 2020, up 15% quarter-over-quarter.
  • 178 funds opened new Clorox positions in Q1 2020 and 78 closed out, a net change of +100 holders.
  • The largest Clorox buyer in Q1 2020 was Bank of America, an estimated $174M added.
  • The largest Clorox seller in Q1 2020 was Parnassus Investments, an estimated $419M sold.

Based on aggregated 13F filings for Q1 2020.