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Clorox
CLX

607 hedge funds and large institutions have $9.9B invested in Clorox in 2013 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 229 increasing their positions, 201 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 41

27% more capital invested

Capital invested by funds: $7.78B → $9.9B (+$2.12B)

14% more funds holding in top 10

Funds holding in top 10: 7 → 8 (+1)

14% more repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 201

2.66% more ownership

Funds ownership: 70.99% → 73.65% (+2.7%)

2% more funds holding

Funds holding: 598 → 607 (+9)

3% less call options, than puts

Call options by funds: $140M | Put options by funds: $143M

Holders
607
Holders Change
+9
Holders Change %
+1.51%
% of All Funds
19.68%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.26%
New
54
Increased
229
Reduced
201
Closed
41
Calls
$140M
Puts
$143M
Net Calls
-$3.6M
Net Calls Change
+$7.28M

Top Buyers

1
JHIU
Janus Henderson Investors US
Colorado
+$63.5M
2
State Street
State Street
Massachusetts
+$45.8M
3
AI
Analytic Investors
California
+$35.1M
4
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$34.4M
5
APG Asset Management
APG Asset Management
Netherlands
+$20.7M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$94.6M
2
WM
WCG Management
New York
-$18.3M
3
Deutsche Bank
Deutsche Bank
Germany
-$16.3M
4
Ameriprise
Ameriprise
Minnesota
-$15.4M
5
First Trust Advisors
First Trust Advisors
Illinois
-$11.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFB
376
Cullen/Frost Bankers
Texas
$669K – – –
CCM
377
Carderock Capital Management
Maryland
$661K +$683K +8,090 New
BFM
378
Boston Financial Management
Massachusetts
$658K -$2.11K -25 -0.3%
FMBTD
379
First Midwest Bank Trust Division
Illinois
$646K +$6.42K +76 +1%
LMGAM
380
Liberty Mutual Group Asset Management
Massachusetts
$645K +$135K +1,601 +25%
FBT
381
Founders Bank & Trust
Michigan
$635K +$55.7K +660 +9%
DC
382
Davenport & Co
Virginia
$629K -$12.5K -148 -2%
CANC
383
Culbertson A N & Co
Virginia
$629K – – –
QI
384
QS Investors
New York
$628K -$152K -1,800 -19%
1IA
385
1834 Investment Advisors
Wisconsin
$628K -$81.1K -961 -11%
DP
386
Dearborn Partners
Illinois
$623K +$253 +3 +0%
Creative Planning
387
Creative Planning
Kansas
$617K +$158K +1,874 +33%
CA
388
Callahan Advisors
Texas
$597K – – –
HTC
389
Haverford Trust Company
Pennsylvania
$594K – – –
BIC
390
Bridges Investment Counsel
Nebraska
$591K -$10.6K -125 -2%
BA
391
Boston Advisors
Massachusetts
$581K -$25.2K -299 -4%
ICM
392
IMS Capital Management
Oregon
$581K – – –
11A
393
10-15 Associates
New York
$577K +$675 +8 +0.1%
WSTAM
394
Wilbanks Smith & Thomas Asset Management
Virginia
$566K +$143K +1,694 +32%
VCM
395
Violich Capital Management
California
$564K +$253 +3 +0%
FNBOMD
396
First National Bank of Mount Dora
Florida
$552K -$46.4K -550 -8%
Zurich Cantonal Bank
397
Zurich Cantonal Bank
Switzerland
$539K +$105K +1,239 +23%
AWA
398
AmeriServ Wealth Advisors
Pennsylvania
$533K +$70.4K +834 +15%
CC
399
Courier Capital
New York
$531K -$23.2K -275 -4%
AFC
400
AFT Forsyth & Company
Florida
$518K – – –
14 15
16
17 18

CLX Hedge Fund Activity: Q3 2013 in Review

607 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Clorox (CLX) for Q3 2013, worth a combined $9.9B — up 27% from $7.78B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new CLX positions and 41 closed out — a net gain of 13 holders — while 229 added to existing stakes and 201 trimmed.

The largest buyer was Janus Henderson Investors US, adding an estimated $63.5M. The largest seller was JP Morgan Chase, cutting an estimated $94.6M.

  • 607 institutional investors held Clorox (CLX) as of Q3 2013, up from 598 in Q2 2013.
  • Funds reported $9.9B of Clorox stock for Q3 2013, up 27% quarter-over-quarter.
  • 54 funds opened new Clorox positions in Q3 2013 and 41 closed out, a net change of +13 holders.
  • The largest Clorox buyer in Q3 2013 was Janus Henderson Investors US, an estimated $63.5M added.
  • The largest Clorox seller in Q3 2013 was JP Morgan Chase, an estimated $94.6M sold.

Based on aggregated 13F filings for Q3 2013.