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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
HCM
276
Hengehold Capital Management
Ohio
$2.12M -$41.7K -384 -2%
PGFC
277
Peapack-Gladstone Financial Corp
New Jersey
$2.11M -$53.2K -490 -3%
CIBC Asset Management
278
CIBC Asset Management
Ontario, Canada
$2.08M -$37.1K -342 -2%
EVM
279
Eaton Vance Management
Massachusetts
$2.07M -$39.6K -365 -2%
WCM
280
Wallace Capital Management
Texas
$2.05M -$84K -774 -4%
V
281
Veritable
Delaware
$2.04M -$29.6K -273 -1%
BOK
282
Bank of Kentucky
Kentucky
$2.02M -$400K -3,685 -17%
FQ
283
First Quadrant
California
$2M -$5.41M -49,800 -73%
NIC
284
Northwest Investment Counselors
Oregon
$1.97M -$64.2K -591 -3%
AIMCA
285
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.97M -$2.59M -23,900 -57%
Janus Henderson Group
286
Janus Henderson Group
United Kingdom
$1.96M
PAG
287
Private Advisor Group
New Jersey
$1.96M +$88.8K +818 +5%
FBT
288
First Bankers Trust
Kentucky
$1.94M -$5.43K -50 -0.3%
HBT
289
Hills Bank & Trust
Iowa
$1.93M +$40.7K +375 +2%
FSA
290
Franklin Street Advisors
North Carolina
$1.92M +$166K +1,530 +10%
BTW
291
Boston Trust Walden
Massachusetts
$1.92M
Mitsubishi UFJ Asset Management
292
Mitsubishi UFJ Asset Management
Japan
$1.92M -$92.6K -853 -5%
CCM
293
Cadence Capital Management
Massachusetts
$1.89M -$373K -3,432 -17%
DCM
294
Dupont Capital Management
Delaware
$1.88M +$325K +2,990 +21%
FPFS
295
First Personal Financial Services
North Carolina
$1.88M -$23.9K -220 -1%
MM
296
Midas Management
New York
$1.88M
MSR
297
Main Street Research
Connecticut
$1.88M +$177K +1,630 +11%
First Manhattan
298
First Manhattan
New York
$1.87M
MSA
299
Mason Street Advisors
Wisconsin
$1.86M -$8.3M -76,444 -82%
SSWM
300
Smith Salley Wealth Management
North Carolina
$1.86M +$99.9K +920 +6%

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.