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988 hedge funds and large institutions have $15B invested in Clorox in 2018 Q4 according to their latest regulatory filings, with 139 funds opening new positions, 276 increasing their positions, 354 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 139 | Existing positions closed: 75

63% more funds holding in top 10

Funds holding in top 10: 813 (+5)

6% more funds holding

Funds holding: 933988 (+55)

1% less capital invested

Capital invested by funds: $15.2B → $15B (-$135M)

1.23% less ownership

Funds ownership: 78.75%77.51% (-1.2%)

17% less call options, than puts

Call options by funds: $101M | Put options by funds: $121M

22% less repeat investments, than reductions

Existing positions increased: 276 | Existing positions reduced: 354

Holders
988
Holders Change
+55
Holders Change %
+5.89%
% of All Funds
22.01%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.29%
New
139
Increased
276
Reduced
354
Closed
75
Calls
$101M
Puts
$121M
Net Calls
-$20.1M
Net Calls Change
-$42.1M
Name Holding Trade Value Shares
Change
Change in
Stake
IHL
176
Investment House LLC
California
$6.27M -$336K -2,155 -5%
SPC
177
Stewart & Patten Company
California
$6.24M
PTC
178
Petrus Trust Company
Texas
$6.16M
Mitsubishi UFJ Asset Management
179
Mitsubishi UFJ Asset Management
Japan
$6.14M +$1.18M +7,580 +23%
WIC
180
Wilkins Investment Counsel
Massachusetts
$6.12M -$467 -3 -0%
AIM
181
Achmea Investment Management
Netherlands
$6.08M -$19.5K -125 -0.3%
LRPA
182
L. Roy Papp & Associates
Arizona
$6.02M -$185K -1,186 -3%
HAG
183
HighPoint Advisor Group
Illinois
$6.02M +$50.2K +322 +0.9%
CTC
184
Central Trust Company
Missouri
$5.95M -$9.35K -60 -0.2%
RHFI
185
Reilly Herbert Faulkner III
$5.86M -$1.56K -10 -0%
SAM
186
Shell Asset Management
Netherlands
$5.75M -$180K -1,158 -3%
DWM
187
Destination Wealth Management
California
$5.74M -$444K -2,853 -7%
M&T Bank
188
M&T Bank
New York
$5.73M -$404K -2,593 -7%
SOMRS
189
State of Michigan Retirement System
Michigan
$5.64M -$249K -1,600 -4%
MIM
190
MetLife Investment Management
New Jersey
$5.63M -$117K -754 -2%
AAM
191
Advisors Asset Management
Colorado
$5.62M -$576K -3,695 -9%
ECG
192
Edge Capital Group
Georgia
$5.47M +$5.53M +35,469 New
JIM
193
Jensen Investment Management
Oregon
$5.41M -$774K -4,970 -12%
PA
194
Pinnacle Associates
New York
$5.37M -$122K -785 -2%
WIC
195
Willis Investment Counsel
Georgia
$5.35M -$6.89M -44,200 -56%
Kayne Anderson Rudnick Investment Management
196
Kayne Anderson Rudnick Investment Management
California
$5.34M -$4.93M -31,636 -48%
TCOV
197
Trust Company of Vermont
Vermont
$5.34M +$1.71K +11 +0%
DZ Bank
198
DZ Bank
Germany
$5.23M -$2.45M -15,748 -32%
AA
199
Apriem Advisors
California
$5.1M +$1.46M +9,347 +39%
State of Tennessee, Department of Treasury
200
State of Tennessee, Department of Treasury
Tennessee
$5.1M -$1.31M -8,413 -20%

CLX Hedge Fund Activity: Q4 2018 in Review

988 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Clorox (CLX) for Q4 2018, worth a combined $15B — down 0.89% from $15.2B a quarter earlier.

Buyers outnumbered sellers: 139 funds opened new CLX positions and 75 closed out — a net gain of 64 holders — while 276 added to existing stakes and 354 trimmed.

The largest buyer was BlackRock, adding an estimated $117M. The largest seller was Morgan Stanley, cutting an estimated $177M.

  • 988 institutional investors held Clorox (CLX) as of Q4 2018, up from 933 in Q3 2018.
  • Funds reported $15B of Clorox stock for Q4 2018, down 0.89% quarter-over-quarter.
  • 139 funds opened new Clorox positions in Q4 2018 and 75 closed out, a net change of +64 holders.
  • The largest Clorox buyer in Q4 2018 was BlackRock, an estimated $117M added.
  • The largest Clorox seller in Q4 2018 was Morgan Stanley, an estimated $177M sold.

Based on aggregated 13F filings for Q4 2018.