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664 hedge funds and large institutions have $9.16B invested in Clorox in 2013 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 202 increasing their positions, 256 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

188% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 34

9% more funds holding

Funds holding: 608664 (+56)

2.45% more ownership

Funds ownership: 73.7%76.15% (+2.5%)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

7% less capital invested

Capital invested by funds: $9.91B → $9.16B (-$743M)

21% less repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 256

51% less call options, than puts

Call options by funds: $149M | Put options by funds: $305M

Holders
664
Holders Change
+56
Holders Change %
+9.21%
% of All Funds
19.27%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.26%
New
98
Increased
202
Reduced
256
Closed
34
Calls
$149M
Puts
$305M
Net Calls
-$156M
Net Calls Change
-$152M
Name Holding Trade Value Shares
Change
Change in
Stake
SAC
26
Smith Affiliated Capital
New York
$55.7M
Bank of America
27
Bank of America
North Carolina
$54.9M -$3.31M -36,754 -6%
Legal & General Group
28
Legal & General Group
United Kingdom
$53.9M -$138K -1,535 -0.3%
AAMU
29
Amundi Asset Management US
Massachusetts
$51.9M -$2.15M -23,842 -4%
TCIM
30
TIAA CREF Investment Management
New York
$51.7M +$10.3M +114,300 +26%
ARC
31
Absolute Return Capital
Massachusetts
$51.6M +$50.1M +555,750 New
BlackRock
32
BlackRock
New York
$51.1M +$3.16M +35,083 +7%
UBS AM
33
UBS AM
Illinois
$46.7M +$3.95M +43,900 +10%
SC
34
Saturna Capital
Washington
$44.2M
GLA
35
Great Lakes Advisors
Illinois
$44M -$2.11M -23,443 -5%
TD Asset Management
36
TD Asset Management
Ontario, Canada
$39M +$486K +5,400 +1%
KCM
37
Kornitzer Capital Management
Kansas
$38.8M +$198K +2,200 +0.5%
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$38.4M -$785K -8,712 -2%
California Public Employees Retirement System
39
California Public Employees Retirement System
California
$37.1M +$5.92M +65,756 +20%
NA
40
Navellier & Associates
Nevada
$36.2M -$4M -44,447 -10%
CS
41
Credit Suisse
Switzerland
$35.3M +$3.46M +38,388 +11%
New York State Common Retirement Fund
42
New York State Common Retirement Fund
New York
$34.8M -$1.5M -16,700 -4%
Goldman Sachs
43
Goldman Sachs
New York
$33.7M +$6.2M +68,887 +23%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$33.6M +$10.3M +114,113 +46%
GC
45
Guggenheim Capital
Illinois
$33.2M +$11.2M +124,506 +53%
HSBC Holdings
46
HSBC Holdings
United Kingdom
$32.3M +$15.3M +170,332 +97%
Sumitomo Mitsui Trust Group
47
Sumitomo Mitsui Trust Group
Japan
$32.1M -$60.6K -673 -0.2%
JP Morgan Chase
48
JP Morgan Chase
New York
$27.7M -$10.4M -115,812 -28%
Deutsche Bank
49
Deutsche Bank
Germany
$27.1M +$1.98M +22,004 +8%
PPA
50
Parametric Portfolio Associates
Washington
$26.8M +$1.14M +12,682 +5%

CLX Hedge Fund Activity: Q4 2013 in Review

664 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Clorox (CLX) for Q4 2013, worth a combined $9.16B — down 7.5% from $9.91B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new CLX positions and 34 closed out — a net gain of 64 holders — while 202 added to existing stakes and 256 trimmed.

The largest buyer was American International Group, adding an estimated $255M. The largest seller was Loomis, Sayles & Company, cutting an estimated $67.8M.

  • 664 institutional investors held Clorox (CLX) as of Q4 2013, up from 608 in Q3 2013.
  • Funds reported $9.16B of Clorox stock for Q4 2013, down 7.5% quarter-over-quarter.
  • 98 funds opened new Clorox positions in Q4 2013 and 34 closed out, a net change of +64 holders.
  • The largest Clorox buyer in Q4 2013 was American International Group, an estimated $255M added.
  • The largest Clorox seller in Q4 2013 was Loomis, Sayles & Company, an estimated $67.8M sold.

Based on aggregated 13F filings for Q4 2013.