We are live on ! Find out more

676 hedge funds and large institutions have $9.22B invested in Clorox in 2014 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 235 increasing their positions, 255 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

248% more call options, than puts

Call options by funds: $360M | Put options by funds: $104M

39% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 36

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

1% more funds holding

Funds holding: 669676 (+7)

3% more capital invested

Capital invested by funds: $8.95B → $9.22B (+$268M)

8% less repeat investments, than reductions

Existing positions increased: 235 | Existing positions reduced: 255

1.51% less ownership

Funds ownership: 76.18%74.67% (-1.5%)

Holders
676
Holders Change
+7
Holders Change %
+1.05%
% of All Funds
19.61%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.29%
New
50
Increased
235
Reduced
255
Closed
36
Calls
$360M
Puts
$104M
Net Calls
+$257M
Net Calls Change
+$221M
Name Holding Trade Value Shares
Change
Change in
Stake
VAM
401
Visium Asset Management
New York
$624K +$92.3K +1,021 +19%
WCM Investment Management
402
WCM Investment Management
California
$620K -$9.04K -100 -2%
BA
403
Boston Advisors
Massachusetts
$613K +$79.2K +876 +16%
BC
404
Burney Company
Virginia
$607K -$99.9K -1,105 -15%
FMWA
405
Forvis Mazars Wealth Advisors
Missouri
$607K +$98.5K +1,089 +21%
CBOA
406
Commonwealth Bank of Australia
Australia
$605K +$217K +2,400 +62%
ECAM
407
East Coast Asset Management
Massachusetts
$600K
MWAC
408
Mariner Wealth Advisors (Cincinnati)
Ohio
$589K +$22.6K +250 +4%
Macquarie Group
409
Macquarie Group
Australia
$586K
ACM
410
Azimuth Capital Management
Michigan
$578K
CSS
411
Cubist Systematic Strategies
Connecticut
$577K -$265K -2,936 -33%
GIM
412
Grassi Investment Management
California
$576K
CIC
413
Carnegie Investment Counsel
Ohio
$574K -$213K -2,357 -28%
SIM
414
Sentry Investment Management
Wisconsin
$566K -$65.7K -726 -11%
CC
415
Courier Capital
New York
$565K -$501K -5,540 -48%
MSFP
416
Mark Sheptoff Financial Planning
Connecticut
$562K
QI
417
QS Investors
New York
$560K -$18.1K -200 -3%
BPBT
418
Boston Private Bank & Trust
Massachusetts
$555K -$13K -144 -2%
NFG
419
Next Financial Group
Texas
$547K -$109K -1,205 -17%
WS
420
Wedbush Securities
California
$540K -$37.4K -414 -7%
DL
421
Delta Lloyd
Netherlands
$540K
CAM
422
Cypress Asset Management
Texas
$531K +$217K +2,400 +77%
ADBIC
423
A.D. Beadell Investment Counsel
Wisconsin
$525K
BA
424
BlackRock Advisors
Delaware
$524K +$360K +3,979 +270%
RMDI
425
R.M. Davis Inc
Maine
$523K

CLX Hedge Fund Activity: Q3 2014 in Review

676 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Clorox (CLX) for Q3 2014, worth a combined $9.22B — up 3% from $8.95B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new CLX positions and 36 closed out — a net gain of 14 holders — while 235 added to existing stakes and 255 trimmed.

The largest buyer was Vanguard Group, adding an estimated $26.7M. The largest seller was Yacktman Asset Management, cutting an estimated $86M.

  • 676 institutional investors held Clorox (CLX) as of Q3 2014, up from 669 in Q2 2014.
  • Funds reported $9.22B of Clorox stock for Q3 2014, up 3% quarter-over-quarter.
  • 50 funds opened new Clorox positions in Q3 2014 and 36 closed out, a net change of +14 holders.
  • The largest Clorox buyer in Q3 2014 was Vanguard Group, an estimated $26.7M added.
  • The largest Clorox seller in Q3 2014 was Yacktman Asset Management, an estimated $86M sold.

Based on aggregated 13F filings for Q3 2014.