We are live on ! Find out more
CLX icon

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
MSU
426
Maple Securities USA
New Jersey
$420K +$118K +1,400 +37%
DY
427
Dowling & Yahnke
California
$408K -$29.1K -345 -6%
WS
428
Wedbush Securities
California
$407K +$3.63K +43 +0.9%
HCM
429
Horrell Capital Management
Arkansas
$406K +$14.7K +174 +4%
WT
430
Whittier Trust
California
$400K – – –
CK
431
Carnick & Kubik
Colorado
$400K +$414K +4,900 New
TT
432
Tower Trust
Indiana
$398K +$148K +1,749 +56%
NSIM
433
North Star Investment Management
Illinois
$397K – – –
DT
434
Diversified Trust
Tennessee
$394K -$25.3K -300 -6%
SYBT
435
Stock Yards Bank & Trust
Kentucky
$393K – – –
KRSITF
436
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$380K +$392K +4,647 New
DA
437
Dunvegan Associates
California
$370K – – –
GHA
438
GW Henssler & Associates
Georgia
$365K -$13.2K -156 -3%
QBFM
439
QS Batterymarch Financial Management
New York
$361K +$133K +1,581 +56%
MERSOM
440
Municipal Employees' Retirement System of Michigan
Michigan
$360K +$371K +4,400 New
OA
441
OFI Advisors
Pennsylvania
$346K +$24K +284 +7%
AWM
442
Altavista Wealth Management
North Carolina
$343K -$10.1K -120 -3%
HH
443
Hilltop Holdings
Texas
$342K +$12.7K +150 +4%
VAM
444
Visium Asset Management
New York
$342K +$353K +4,186 New
BAM
445
Burnham Asset Management
New York
$339K – – –
NBC
446
Neuberger Berman Canada
Ontario, Canada
$339K +$350K +4,150 New
SC
447
Schulhoff & Co
Ohio
$335K – – –
CI
448
Conning Inc
Connecticut
$335K +$16K +190 +5%
1GA
449
1st Global Advisors
Texas
$331K +$49.2K +583 +17%
AAM
450
Azzad Asset Management
Virginia
$330K – – –
16 17
18
19 20

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.