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745 hedge funds and large institutions have $10.4B invested in Clorox in 2015 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 260 increasing their positions, 279 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more call options, than puts

Call options by funds: $103M | Put options by funds: $44.6M

56% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 39

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

1% more funds holding

Funds holding: 734745 (+11)

7% less repeat investments, than reductions

Existing positions increased: 260 | Existing positions reduced: 279

1.88% less ownership

Funds ownership: 73.75%71.87% (-1.9%)

17% less capital invested

Capital invested by funds: $12.5B → $10.4B (-$2.14B)

Holders
745
Holders Change
+11
Holders Change %
+1.5%
% of All Funds
19.85%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.29%
New
61
Increased
260
Reduced
279
Closed
39
Calls
$103M
Puts
$44.6M
Net Calls
+$58.3M
Net Calls Change
-$106M
Name Holding Trade Value Shares
Change
Change in
Stake
PGIM
251
Pacific Global Investment Management
California
$2.49M -$6.95K -64 -0.3%
LIM
252
Leavell Investment Management
Alabama
$2.48M
NLI
253
Nippon Life Insurance
Japan
$2.47M -$198K -1,820 -8%
Financial Engines Advisors
254
Financial Engines Advisors
California
$2.47M +$16.8K +155 +0.7%
CAM
255
Capstone Asset Management
Texas
$2.44M +$84.7K +780 +4%
SG Americas Securities
256
SG Americas Securities
New York
$2.43M -$6.13M -56,441 -72%
SWM
257
SVA Wealth Management
Wisconsin
$2.42M +$951K +8,763 +67%
SB
258
Suntrust Banks
Georgia
$2.4M +$243K +2,243 +11%
PAI
259
Pittenger & Anderson Inc
Nebraska
$2.39M -$70K -645 -3%
OPERF
260
Oregon Public Employees Retirement Fund
Oregon
$2.39M +$109K +1,000 +5%
SEI Investments
261
SEI Investments
Pennsylvania
$2.38M -$257K -2,368 -10%
ADMI
262
Albert D. Mason Inc
Massachusetts
$2.36M -$596K -5,486 -20%
BS
263
Bessemer Securities
New York
$2.34M
ABC
264
Associated Banc-Corp
Wisconsin
$2.31M -$154K -1,415 -6%
FSC
265
Fiduciary Services Corp
Georgia
$2.31M -$17.9K -165 -0.8%
ONB
266
Old National Bancorp
Indiana
$2.29M +$894K +8,238 +66%
CSIC
267
Clifford Swan Investment Counsel
California
$2.29M -$54.3K -500 -2%
QI
268
Qualcomm Inc
California
$2.27M -$13.4M -123,800 -86%
Zurich Cantonal Bank
269
Zurich Cantonal Bank
Switzerland
$2.27M +$826K +7,610 +59%
Envestnet Asset Management
270
Envestnet Asset Management
Illinois
$2.23M +$1.78M +16,361 +426%
SFWA
271
Summit Financial Wealth Advisors
Louisiana
$2.22M -$206K -1,895 -8%
LMGAM
272
Liberty Mutual Group Asset Management
Massachusetts
$2.21M -$81.4K -750 -4%
TRSOTSOK
273
Teachers Retirement System of the State of Kentucky
Kentucky
$2.15M
FMBTD
274
First Midwest Bank Trust Division
Illinois
$2.14M +$145K +1,340 +7%
EA
275
Euclid Advisors
Connecticut
$2.13M -$10.9M -100,104 -84%

CLX Hedge Fund Activity: Q1 2015 in Review

745 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Clorox (CLX) for Q1 2015, worth a combined $10.4B — down 17% from $12.5B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new CLX positions and 39 closed out — a net gain of 22 holders — while 260 added to existing stakes and 279 trimmed.

The largest buyer was Vanguard Group, adding an estimated $208M. The largest seller was Yacktman Asset Management, cutting an estimated $185M.

  • 745 institutional investors held Clorox (CLX) as of Q1 2015, up from 734 in Q4 2014.
  • Funds reported $10.4B of Clorox stock for Q1 2015, down 17% quarter-over-quarter.
  • 61 funds opened new Clorox positions in Q1 2015 and 39 closed out, a net change of +22 holders.
  • The largest Clorox buyer in Q1 2015 was Vanguard Group, an estimated $208M added.
  • The largest Clorox seller in Q1 2015 was Yacktman Asset Management, an estimated $185M sold.

Based on aggregated 13F filings for Q1 2015.