We are live on ! Find out more

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
BWP
1251
Bernardo Wealth Planning
Pennsylvania
-$376K -1,863 Closed
PRC
1252
Pearl River Capital
Michigan
-$374K -1,852 Closed
Capstone Investment Advisors
1253
Capstone Investment Advisors
New York
-$355K -1,845 Closed
DIM
1254
Delta Investment Management
California
-$357K -1,768 Closed
KFA
1255
Krane Funds Advisors
New York
-$356K -1,764 Closed
Jacobs Levy Equity Management
1256
Jacobs Levy Equity Management
New Jersey
-$329K -1,629 Closed
EWM
1257
EPG Wealth Management
Georgia
-$313K -1,550 Closed
LWM
1258
Laidlaw Wealth Management
New York
-$313K -1,550 Closed
BAM
1259
Berkshire Asset Management
Pennsylvania
-$309K -1,529 Closed
AWA
1260
Alta Wealth Advisors
Massachusetts
-$309K -1,528 Closed
WP
1261
WealthPLAN Partners
Nebraska
-$291K -1,521 Closed
FMWA
1262
Forvis Mazars Wealth Advisors
Missouri
-$298K -1,475 Closed
SXL
1263
Summit X LLC
Missouri
-$295K -1,475 Closed
CAG
1264
Csenge Advisory Group
Florida
-$295K -1,462 Closed
GEM
1265
Global Endowment Management
North Carolina
-$295K -1,462 Closed
JSL
1266
JT Stratford LLC
Georgia
-$288K -1,427 Closed
GH
1267
GAM Holding
Switzerland
-$284K -1,407 Closed
AWA
1268
Arete Wealth Advisors
Illinois
-$269K -1,338 Closed
BCI
1269
Brinker Capital Investments
Pennsylvania
-$269K -1,334 Closed
PIA
1270
Pinion Investment Advisors
Kansas
-$261K -1,293 Closed
TLP
1271
Tri Locum Partners
New York
-$249K -1,234 Closed
SVWAG
1272
Sound View Wealth Advisors Group
Georgia
-$248K -1,228 Closed
B
1273
Bridgeworth
Alabama
-$222K -1,098 Closed
MIG
1274
McGuire Investment Group
Rhode Island
-$218K -1,078 Closed
MFA
1275
Mayflower Financial Advisors
Massachusetts
-$217K -1,074 Closed

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.