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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
CWP
401
Capital Wealth Planning
Florida
$515K +$532K +6,307 New
ONB
402
Old National Bancorp
Indiana
$514K +$40.8K +483 +8%
SC
403
Scotia Capital
Ontario, Canada
$512K +$242K +2,870 +85%
RMDI
404
R.M. Davis Inc
Maine
$511K – – –
ECAM
405
East Coast Asset Management
Massachusetts
$510K -$25.3K -300 -5%
CB
406
Chemical Bank
Michigan
$510K +$60.4K +715 +13%
NCMG
407
NCM Capital Management Group
North Carolina
$507K -$707K -8,380 -57%
PSUF
408
People's United Financial
Connecticut
$501K +$71.8K +850 +16%
MWAC
409
Mariner Wealth Advisors (Cincinnati)
Ohio
$498K -$160K -1,895 -24%
GIM
410
Grassi Investment Management
California
$490K – – –
Federated Hermes
411
Federated Hermes
Pennsylvania
$480K +$150K +1,782 +44%
MWR
412
McAdams Wright Ragen
Washington
$479K +$7.85K +93 +2%
CIC
413
Carnegie Investment Counsel
Ohio
$477K -$12.7K -150 -3%
ACM
414
Azimuth Capital Management
Michigan
$470K -$46.4K -550 -9%
MCM
415
Murphy Capital Management
New Jersey
$461K +$54.9K +650 +13%
AIM
416
abrdn Investment Management
United Kingdom
$458K -$8.44K -100 -2%
T
417
TradeWorx
New Jersey
$456K +$471K +5,577 New
CIA
418
Choate Investment Advisors
Massachusetts
$450K -$38K -450 -8%
ADBIC
419
A.D. Beadell Investment Counsel
Wisconsin
$447K – – –
Truist Financial
420
Truist Financial
North Carolina
$447K +$6.25K +74 +1%
BPBT
421
Boston Private Bank & Trust
Massachusetts
$446K +$27.9K +330 +6%
EFSCE
422
Enterprise Financial Services Corp (EFSC)
Missouri
$441K -$3.29K -39 -0.7%
ICOA
423
Investment Centers of America
North Dakota
$436K +$125K +1,478 +38%
TU
424
TDAM USA
Ontario, Canada
$433K -$409K -4,850 -48%
PI
425
Putnam Investments
Massachusetts
$422K – – –
15 16
17
18 19

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.