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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
TNBTD
1301
Trustmark National Bank Trust Department
Mississippi
-$202K -1,000 Closed
PWPS
1302
Pinnacle Wealth Planning Services
Ohio
-$196K -973 Closed
USGIU
1303
U.S. Global Investors (USGI)
Texas
-$182K -900 Closed
CIP
1304
Convergence Investment Partners
Florida
-$129K -639 Closed
HFM
1305
Harvest Fund Management
China
-$89K -441 Closed
KCM
1306
Kathmere Capital Management
Pennsylvania
-$81K -400 Closed
RPWA
1307
Regent Peak Wealth Advisors
Georgia
-$69K -340 Closed
PS
1308
Planned Solutions
California
-$61K -300 Closed
APWM
1309
Atlas Private Wealth Management
New York
-$58K -289 Closed
CMBA
1310
C.M. Bidwell & Associates
Hawaii
-$56K -275 Closed
OIM
1311
Oder Investment Management
California
-$43K -217 Closed
TI
1312
tru Independence
Oregon
-$41 -205 Closed
FPCG
1313
Fort Pitt Capital Group
Pennsylvania
-$40K -200 Closed
FRA
1314
Front Row Advisors
California
-$40K -200 Closed
RWA
1315
Ropes Wealth Advisors
Massachusetts
-$25K -122 Closed
CCA
1316
Childress Capital Advisors
Texas
-$23K -113 Closed
EA
1317
Elm Advisors
California
-$20K -100 Closed
FAM
1318
Fred Alger Management
New York
-$16K -79 Closed
AWG
1319
Altus Wealth Group
Colorado
-$14K -69 Closed
PFO
1320
Pathstone Family Office
New Jersey
-$13K -63 Closed
LWCFA
1321
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$11K -55 Closed
MIM
1322
Merrion Investment Management
New Jersey
-$11K -55 Closed
MCM
1323
McMillion Capital Management
North Carolina
-$10K -50 Closed
GI
1324
GS Investments
Minnesota
-$8K -40 Closed
SIAG
1325
Safeguard Investment Advisory Group
California
-$6K -33 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.