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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
TMAM
351
Tokio Marine Asset Management
Japan
$1.3M -$124K -1,138 -9%
CT
352
Chicago Trust
Illinois
$1.29M +$1.27M +11,715 New
TYCC
353
Texas Yale Capital Corp
Florida
$1.28M +$612K +5,640 +94%
CC
354
Cadinha & Co
Hawaii
$1.28M
FAAS
355
First Allied Advisory Services
California
$1.26M +$22.1K +204 +2%
TU
356
TDAM USA
Ontario, Canada
$1.24M -$19.8K -182 -2%
HIC
357
Harvey Investment Company
Kentucky
$1.23M -$32.6K -300 -3%
CBOA
358
Commonwealth Bank of Australia
Australia
$1.21M +$163K +1,500 +16%
TC
359
Taylor Cottrill
New Hampshire
$1.21M -$35.3K -325 -3%
JIC
360
Johnson Investment Counsel
Ohio
$1.21M -$21.9K -202 -2%
Luther King Capital Management (LKCM)
361
Luther King Capital Management (LKCM)
Texas
$1.2M -$13K -120 -1%
MNA
362
Manning & Napier Advisors
New York
$1.2M -$7.49K -69 -0.6%
Creative Planning
363
Creative Planning
Kansas
$1.2M -$4.13K -38 -0.3%
NGA
364
Naples Global Advisors
Florida
$1.18M
LWM
365
Lyons Wealth Management
Florida
$1.18M +$1.16M +10,666 New
CM
366
Churchill Management
California
$1.16M -$132K -1,217 -10%
CIC
367
Carnegie Investment Counsel
Ohio
$1.15M +$238K +2,190 +27%
NIMI
368
Natixis Investment Managers International
France
$1.15M +$42K +387 +4%
PP
369
Prudential plc
United Kingdom
$1.13M +$1.11M +10,203 New
CNBT
370
Canandaigua National Bank & Trust
New York
$1.11M -$32.6K -300 -3%
SMDAM
371
Sumitomo Mitsui DS Asset Management
Japan
$1.11M -$80K -737 -7%
FAM
372
Fortaleza Asset Management
Illinois
$1.11M -$21.7K -200 -2%
CTI
373
Community Trust & Investment
Kentucky
$1.1M
RIA
374
Regal Investment Advisors
Michigan
$1.09M +$59.8K +551 +6%
NPC
375
National Planning Corporation
California
$1.08M +$24.5K +226 +2%

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.