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745 hedge funds and large institutions have $10.4B invested in Clorox in 2015 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 260 increasing their positions, 279 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more call options, than puts

Call options by funds: $103M | Put options by funds: $44.6M

56% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 39

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

1% more funds holding

Funds holding: 734745 (+11)

7% less repeat investments, than reductions

Existing positions increased: 260 | Existing positions reduced: 279

1.88% less ownership

Funds ownership: 73.75%71.87% (-1.9%)

17% less capital invested

Capital invested by funds: $12.5B → $10.4B (-$2.14B)

Holders
745
Holders Change
+11
Holders Change %
+1.5%
% of All Funds
19.85%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.29%
New
61
Increased
260
Reduced
279
Closed
39
Calls
$103M
Puts
$44.6M
Net Calls
+$58.3M
Net Calls Change
-$106M
Name Holding Trade Value Shares
Change
Change in
Stake
BC
401
Burney Company
Virginia
$886K +$189K +1,737 +28%
CANC
402
Culbertson A N & Co
Virginia
$878K +$17.4K +160 +2%
TNB
403
Thomasville National Bank
Georgia
$863K +$3.15K +29 +0.4%
FMII
404
Farmers & Merchants Investments Inc
Nebraska
$851K +$51.6K +475 +7%
CAS
405
Cue Advisory Services
Arizona
$834K -$28.3K -261 -3%
DP
406
Dearborn Partners
Illinois
$834K -$20.4K -188 -2%
ICOA
407
Investment Centers of America
North Dakota
$807K +$212K +1,951 +37%
WSTAM
408
Wilbanks Smith & Thomas Asset Management
Virginia
$787K
CWM
409
Concert Wealth Management
California
$778K -$22.5K -207 -2%
PIM
410
Parasol Investment Management
Illinois
$777K
BIC
411
Bridges Investment Counsel
Nebraska
$765K
FFBTD
412
First Financial Bank - Trust Division
Ohio
$747K -$362K -3,334 -33%
ANBTV
413
American National Bank & Trust (Virginia)
Virginia
$737K +$47.8K +440 +7%
WEC
414
Winslow Evans & Crocker
Massachusetts
$726K +$714K +6,576 New
CCM
415
Catawba Capital Management
Virginia
$725K -$84.1K -775 -11%
JG
416
Jefferies Group
New York
$718K +$188K +1,736 +36%
MMPW
417
Mitchell McLeod Pugh & Williams
Alabama
$712K
GCP
418
GSA Capital Partners
United Kingdom
$696K +$405K +3,729 +145%
IIM
419
Intact Investment Management
Quebec, Canada
$695K -$10.9K -100 -2%
BA
420
Boston Advisors
Massachusetts
$692K -$130K -1,199 -16%
MSFP
421
Mark Sheptoff Financial Planning
Connecticut
$690K -$10.9K -100 -2%
ACM
422
Axel Capital Management
New York
$684K +$651K +6,000 +3,000%
MWAC
423
Mariner Wealth Advisors (Cincinnati)
Ohio
$680K -$71.5K -659 -10%
LP
424
LMR Partners
United Kingdom
$675K -$668K -6,157 -50%
CAM
425
Cypress Asset Management
Texas
$665K

CLX Hedge Fund Activity: Q1 2015 in Review

745 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Clorox (CLX) for Q1 2015, worth a combined $10.4B — down 17% from $12.5B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new CLX positions and 39 closed out — a net gain of 22 holders — while 260 added to existing stakes and 279 trimmed.

The largest buyer was Vanguard Group, adding an estimated $208M. The largest seller was Yacktman Asset Management, cutting an estimated $185M.

  • 745 institutional investors held Clorox (CLX) as of Q1 2015, up from 734 in Q4 2014.
  • Funds reported $10.4B of Clorox stock for Q1 2015, down 17% quarter-over-quarter.
  • 61 funds opened new Clorox positions in Q1 2015 and 39 closed out, a net change of +22 holders.
  • The largest Clorox buyer in Q1 2015 was Vanguard Group, an estimated $208M added.
  • The largest Clorox seller in Q1 2015 was Yacktman Asset Management, an estimated $185M sold.

Based on aggregated 13F filings for Q1 2015.