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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
NYLIM
426
New York Life Investment Management
New York
$519K
AIM
427
abrdn Investment Management
United Kingdom
$517K -$4.43K -49 -0.9%
BBHC
428
Brown Brothers Harriman & Co
New York
$515K
PAM
429
Palisade Asset Management
Minnesota
$514K +$74.2K +820 +18%
HBWM
430
Hollow Brook Wealth Management
New York
$513K
HCM
431
Hollencrest Capital Management
California
$511K +$199K +2,199 +71%
FWP
432
FAS Wealth Partners
Kansas
$507K +$9.95K +110 +2%
GG
433
Gofen & Glossberg
Illinois
$502K -$1.81K -20 -0.4%
WT
434
Whittier Trust
California
$499K +$27.1K +300 +6%
HCM
435
Horrell Capital Management
Arkansas
$495K
PI
436
Putnam Investments
Massachusetts
$490K
BUB
437
BBVA USA Bancshares
Texas
$489K +$2.89K +32 +0.6%
CA
438
CapWealth Advisors
Tennessee
$483K
CK
439
Carnick & Kubik
Colorado
$482K -$23.5K -260 -5%
ICOA
440
Investment Centers of America
North Dakota
$476K +$10K +111 +2%
Federated Hermes
441
Federated Hermes
Pennsylvania
$474K -$3.98K -44 -0.9%
OA
442
OFI Advisors
Pennsylvania
$472K +$16.5K +182 +4%
SYBT
443
Stock Yards Bank & Trust
Kentucky
$471K +$27.1K +300 +7%
HTC
444
Haverford Trust Company
Pennsylvania
$461K +$22.6K +250 +5%
FNBOMD
445
First National Bank of Mount Dora
Florida
$458K -$106K -1,175 -20%
CIM
446
Calvert Investment Management
Maryland
$454K +$427K +4,727 New
CFC
447
Coyle Financial Counsel
Illinois
$453K +$426K +4,712 New
BCM
448
Bluefin Capital Management
New York
$452K +$426K +4,711 New
AWA
449
AmeriServ Wealth Advisors
Pennsylvania
$451K
NSIM
450
North Star Investment Management
Illinois
$449K -$32.9K -364 -7%

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.