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664 hedge funds and large institutions have $9.16B invested in Clorox in 2013 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 202 increasing their positions, 256 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

188% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 34

9% more funds holding

Funds holding: 608664 (+56)

2.45% more ownership

Funds ownership: 73.7%76.15% (+2.5%)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

7% less capital invested

Capital invested by funds: $9.91B → $9.16B (-$743M)

21% less repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 256

51% less call options, than puts

Call options by funds: $149M | Put options by funds: $305M

Holders
664
Holders Change
+56
Holders Change %
+9.21%
% of All Funds
19.27%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.26%
New
98
Increased
202
Reduced
256
Closed
34
Calls
$149M
Puts
$305M
Net Calls
-$156M
Net Calls Change
-$152M
Name Holding Trade Value Shares
Change
Change in
Stake
HI
301
Hendershot Investments
Virginia
$1.46M -$4.05K -45 -0.3%
LW
302
Linscomb Wealth
Texas
$1.45M +$114K +1,266 +9%
ACP
303
Ashfield Capital Partners
California
$1.43M -$7.66K -85 -0.5%
PDN
304
Pensionfund DSM Netherlands
Netherlands
$1.42M
Cambridge Investment Research Advisors
305
Cambridge Investment Research Advisors
Iowa
$1.41M +$152K +1,686 +12%
Janus Henderson Group
306
Janus Henderson Group
United Kingdom
$1.4M
TCT
307
TIAA CREF Trust
Missouri
$1.39M +$1.17K +13 +0.1%
CPS
308
Counsel Portfolio Services
Ontario, Canada
$1.38M -$49.5K -549 -4%
EHWM
309
Eads & Heald Wealth Management
Georgia
$1.36M -$73.9K -820 -5%
SMDAM
310
Sumitomo Mitsui DS Asset Management
Japan
$1.36M -$124K -1,376 -9%
MOACM
311
Mutual of America Capital Management
New York
$1.36M +$14.6K +162 +1%
JWBC
312
J.W. Burns & Co
New York
$1.34M -$40K -444 -3%
VAM
313
Visium Asset Management
New York
$1.34M +$928K +10,306 +246%
OC
314
Oppenheimer & Co
New York
$1.33M +$520K +5,775 +67%
NCMG
315
NCM Capital Management Group
North Carolina
$1.33M +$736K +8,170 +132%
BS
316
Bessemer Securities
New York
$1.33M +$1.29M +14,320 New
EVM
317
Eaton Vance Management
Massachusetts
$1.31M +$90 +1 +0%
GC
318
Grace Capital
Massachusetts
$1.29M -$54.9K -610 -4%
LIM
319
Leavell Investment Management
Alabama
$1.29M +$131K +1,450 +12%
RMCM
320
Reynders McVeigh Capital Management
Massachusetts
$1.29M +$15.8K +175 +1%
GIA
321
Gateway Investment Advisers
Ohio
$1.28M -$22.5K -250 -2%
FNBOO
322
First National Bank of Omaha
Nebraska
$1.27M -$5.67K -63 -0.5%
AAM
323
Aberdeen Asset Management
United Kingdom
$1.25M
BFO
324
Boston Family Office
Massachusetts
$1.23M +$101K +1,125 +9%
WFMPM
325
Woodley Farra Manion Portfolio Management
Indiana
$1.21M +$29.8K +331 +3%

CLX Hedge Fund Activity: Q4 2013 in Review

664 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Clorox (CLX) for Q4 2013, worth a combined $9.16B — down 7.5% from $9.91B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new CLX positions and 34 closed out — a net gain of 64 holders — while 202 added to existing stakes and 256 trimmed.

The largest buyer was American International Group, adding an estimated $255M. The largest seller was Loomis, Sayles & Company, cutting an estimated $67.8M.

  • 664 institutional investors held Clorox (CLX) as of Q4 2013, up from 608 in Q3 2013.
  • Funds reported $9.16B of Clorox stock for Q4 2013, down 7.5% quarter-over-quarter.
  • 98 funds opened new Clorox positions in Q4 2013 and 34 closed out, a net change of +64 holders.
  • The largest Clorox buyer in Q4 2013 was American International Group, an estimated $255M added.
  • The largest Clorox seller in Q4 2013 was Loomis, Sayles & Company, an estimated $67.8M sold.

Based on aggregated 13F filings for Q4 2013.