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734 hedge funds and large institutions have $12.5B invested in Clorox in 2014 Q4 according to their latest regulatory filings, with 112 funds opening new positions, 232 increasing their positions, 255 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

174% more call options, than puts

Call options by funds: $259M | Put options by funds: $94.5M

173% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 41

36% more capital invested

Capital invested by funds: $9.22B → $12.5B (+$3.3B)

9% more funds holding

Funds holding: 676734 (+58)

0.92% less ownership

Funds ownership: 74.67%73.75% (-0.92%)

9% less repeat investments, than reductions

Existing positions increased: 232 | Existing positions reduced: 255

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

Holders
734
Holders Change
+58
Holders Change %
+8.58%
% of All Funds
19.57%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.24%
New
112
Increased
232
Reduced
255
Closed
41
Calls
$259M
Puts
$94.5M
Net Calls
+$164M
Net Calls Change
-$92.6M
Name Holding Trade Value Shares
Change
Change in
Stake
GG
451
Gofen & Glossberg
Illinois
$545K
BEAM
452
Baker Ellis Asset Management
Washington
$542K -$205K -2,050 -28%
HCM
453
Hollencrest Capital Management
California
$536K -$16.3K -163 -3%
HT
454
HighTower Trust
Texas
$535K +$513K +5,135 New
CIM
455
Calvert Investment Management
Maryland
$534K +$40.2K +402 +9%
TAM
456
Tocqueville Asset Management
New York
$522K +$54.5K +545 +12%
FWP
457
FAS Wealth Partners
Kansas
$519K -$29.7K -297 -6%
SYBT
458
Stock Yards Bank & Trust
Kentucky
$519K +$7.6K +76 +2%
CA
459
CapWealth Advisors
Tennessee
$516K -$7.5K -75 -1%
BUB
460
BBVA USA Bancshares
Texas
$514K -$16.1K -161 -3%
GWCM
461
Godshalk Welsh Capital Management
Pennsylvania
$513K +$492K +4,925 New
HTC
462
Haverford Trust Company
Pennsylvania
$500K
PC
463
Passport Capital
California
$500K +$480K +4,799 New
CA
464
Cetera Advisors
Colorado
$498K +$95K +950 +25%
JG
465
Jefferies Group
New York
$497K -$2.54M -25,368 -84%
FNBOMD
466
First National Bank of Mount Dora
Florida
$497K
AWA
467
AmeriServ Wealth Advisors
Pennsylvania
$493K +$4K +40 +0.9%
DIP
468
DT Investment Partners
Pennsylvania
$490K +$46.6K +466 +11%
RJT
469
Raymond James Trust
Florida
$489K +$182K +1,820 +63%
NSIM
470
North Star Investment Management
Illinois
$487K
SC
471
Schulhoff & Co
Ohio
$487K
Federated Hermes
472
Federated Hermes
Pennsylvania
$483K -$29.6K -296 -6%
LA
473
Lucus Advisors
New York
$482K +$462K +4,625 New
KRSITF
474
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$479K +$2.8K +28 +0.6%
HCM
475
Hall Capital Management
Rhode Island
$478K +$459K +4,590 New

CLX Hedge Fund Activity: Q4 2014 in Review

734 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Clorox (CLX) for Q4 2014, worth a combined $12.5B — up 36% from $9.22B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new CLX positions and 41 closed out — a net gain of 71 holders — while 232 added to existing stakes and 255 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $91.5M. The largest seller was American International Group, cutting an estimated $271M.

  • 734 institutional investors held Clorox (CLX) as of Q4 2014, up from 676 in Q3 2014.
  • Funds reported $12.5B of Clorox stock for Q4 2014, up 36% quarter-over-quarter.
  • 112 funds opened new Clorox positions in Q4 2014 and 41 closed out, a net change of +71 holders.
  • The largest Clorox buyer in Q4 2014 was Renaissance Technologies, an estimated $91.5M added.
  • The largest Clorox seller in Q4 2014 was American International Group, an estimated $271M sold.

Based on aggregated 13F filings for Q4 2014.