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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
BFM
401
Boston Financial Management
Massachusetts
$666K -$78.8K -875 -11%
DC
402
Davenport & Co
Virginia
$662K -$50.6K -562 -7%
BA
403
Boston Advisors
Massachusetts
$659K +$90 +1 +0%
11A
404
10-15 Associates
New York
$655K +$631 +7 +0.1%
VCM
405
Violich Capital Management
California
$641K +$270 +3 +0%
Mariner
406
Mariner
Kansas
$636K -$880K -9,766 -59%
WT
407
Washington Trust
Rhode Island
$636K -$183K -2,029 -23%
QI
408
QS Investors
New York
$622K -$90.1K -1,000 -13%
MCM
409
Murphy Capital Management
New Jersey
$621K +$94.6K +1,050 +19%
CB
410
Chemical Bank
Michigan
$618K +$37.4K +415 +7%
FNBOMD
411
First National Bank of Mount Dora
Florida
$610K -$15.8K -175 -3%
CA
412
CapWealth Advisors
Tennessee
$584K -$266K -2,950 -32%
ONB
413
Old National Bancorp
Indiana
$583K -$721 -8 -0.1%
HTC
414
Haverford Trust Company
Pennsylvania
$582K -$90.1K -1,000 -14%
SCM
415
Southport Capital Management
Tennessee
$580K +$563K +6,250 New
ECAM
416
East Coast Asset Management
Massachusetts
$579K
CIC
417
Carnegie Investment Counsel
Ohio
$576K +$33.1K +368 +6%
BPBT
418
Boston Private Bank & Trust
Massachusetts
$575K +$67K +744 +14%
RMDI
419
R.M. Davis Inc
Maine
$563K -$16.1K -179 -3%
MWAC
420
Mariner Wealth Advisors (Cincinnati)
Ohio
$560K -$4.5K -50 -0.8%
GIM
421
Grassi Investment Management
California
$557K
MWR
422
McAdams Wright Ragen
Washington
$550K +$6.67K +74 +1%
FMWA
423
Forvis Mazars Wealth Advisors
Missouri
$548K -$251K -2,792 -32%
PAM
424
Princeton Alpha Management
New Jersey
$547K +$531K +5,900 New
PFS
425
Prospera Financial Services
Texas
$537K +$521K +5,789 New

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.