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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
AAM
376
Autus Asset Management
Arizona
$804K -$31.6K -351 -4%
WSCM
377
Wellington Shields Capital Management
New York
$802K -$721K -8,000 -48%
HCM
378
Hutchinson Capital Management
California
$802K -$74.3K -825 -9%
CAM
379
Columbia Asset Management
Michigan
$793K +$770K +8,545 New
BGDI
380
BW Gestao de Investimentos
Brazil
$783K +$760K +8,442 New
HNB
381
Huntington National Bank
Ohio
$771K +$11.3K +125 +2%
CA
382
Callahan Advisors
Texas
$770K +$90.1K +1,000 +14%
SIM
383
Sentry Investment Management
Wisconsin
$761K
NGA
384
Naples Global Advisors
Florida
$753K +$731K +8,120 New
B
385
Barings
North Carolina
$749K -$459K -5,100 -39%
CCM
386
Carderock Capital Management
Maryland
$747K -$3.24K -36 -0.4%
SF
387
Synovus Financial
Georgia
$742K -$103K -1,149 -13%
FBT
388
Founders Bank & Trust
Michigan
$726K +$73K +810 +10%
SWM
389
SVA Wealth Management
Wisconsin
$724K +$703K +7,807 New
CANC
390
Culbertson A N & Co
Virginia
$718K +$3.6K +40 +0.5%
QIM
391
Quantitative Investment Management
Virginia
$714K +$694K +7,700 New
Creative Planning
392
Creative Planning
Kansas
$713K +$12.6K +140 +2%
DP
393
Dearborn Partners
Illinois
$707K +$360 +4 +0.1%
WCBA
394
Weaver C. Barksdale & Associates
Tennessee
$706K +$350K +3,885 +104%
AWA
395
AmeriServ Wealth Advisors
Pennsylvania
$694K +$86K +955 +15%
FMBTD
396
First Midwest Bank Trust Division
Illinois
$683K -$48.2K -535 -7%
Zurich Cantonal Bank
397
Zurich Cantonal Bank
Switzerland
$682K +$68.2K +757 +11%
ST
398
Somerset Trust
Pennsylvania
$682K +$663K +7,356 New
1IA
399
1834 Investment Advisors
Wisconsin
$675K -$36.9K -410 -5%
BIC
400
Bridges Investment Counsel
Nebraska
$671K

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.