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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
MBTD
301
Mechanics Bank - Trust Department
California
$1.85M -$13.6K -125 -0.7%
Natixis Advisors
302
Natixis Advisors
Massachusetts
$1.84M -$636K -5,860 -26%
WFMPM
303
Woodley Farra Manion Portfolio Management
Indiana
$1.84M +$60.9K +561 +3%
NMIMC
304
Northwestern Mutual Investment Management Company
Wisconsin
$1.83M +$1.8M +16,562 New
GIA
305
Gateway Investment Advisers
Ohio
$1.82M +$15.8K +146 +0.9%
WRF
306
Waddell & Reed Financial
Kansas
$1.82M +$384K +3,540 +27%
LNC
307
Lincoln National Corp
Pennsylvania
$1.82M +$105K +963 +6%
SCM
308
Sterling Capital Management
North Carolina
$1.81M +$1.78M +16,370 New
BFA
309
Benedict Financial Advisors
Georgia
$1.78M +$13.6K +125 +0.8%
HFS
310
HL Financial Services
Kentucky
$1.77M +$82.9K +764 +5%
SPC
311
Sigma Planning Corp
Michigan
$1.77M +$8.58K +79 +0.5%
Marshall Wace
312
Marshall Wace
United Kingdom
$1.76M -$7.46M -68,724 -81%
IIC
313
Ironwood Investment Counsel
Arizona
$1.75M -$21.7K -200 -1%
LI
314
Longer Investments
Arkansas
$1.74M -$870K -8,015 -34%
WAM
315
World Asset Management
Michigan
$1.72M +$13.6K +125 +0.8%
CA
316
Commerzbank Aktiengesellschaft
Germany
$1.72M -$334K -3,077 -17%
BOCM
317
Bontempo Ohly Capital Management
Maryland
$1.72M -$227K -2,087 -12%
WRM
318
Westport Resources Management
Connecticut
$1.71M -$41.8K -385 -2%
RMCM
319
Reynders McVeigh Capital Management
Massachusetts
$1.7M -$53.2K -490 -3%
JWBC
320
J.W. Burns & Co
New York
$1.68M +$10.9K +100 +0.7%
CFB
321
Cullen/Frost Bankers
Texas
$1.67M +$274K +2,520 +20%
BRM
322
Boston Research & Management
Massachusetts
$1.67M -$1.15M -10,570 -41%
TCT
323
TIAA CREF Trust
Missouri
$1.67M -$4.02K -37 -0.2%
NMERB
324
New Mexico Educational Retirement Board
New Mexico
$1.66M -$54.3K -500 -3%
COPPSERS
325
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.66M -$929K -8,562 -36%

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.