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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
EI
476
EDMP Inc
Florida
$286K -$1.69K -20 -0.6%
Brown Advisory
477
Brown Advisory
Maryland
$286K +$81K +960 +38%
WFM
478
Wilmington Funds Management
Delaware
$283K +$293K +3,468 New
BHIA
479
Birch Hill Investment Advisors
Massachusetts
$282K -$144K -1,700 -33%
BHWM
480
Bar Harbor Wealth Management
New Hampshire
$282K -$17.5K -207 -6%
TTWM
481
TCV Trust & Wealth Management
Virginia
$282K +$25.3K +300 +10%
WTIM
482
Wilmington Trust Investment Management
Delaware
$277K +$3.12K +37 +1%
PAM
483
PartnerRe Asset Management
Connecticut
$272K -$40.1K -475 -13%
VDI
484
Vaughan David Investments
Illinois
$270K – – –
Parallax Volatility Advisers
485
Parallax Volatility Advisers
California
$270K +$241K +2,854 +626%
PTC
486
Philadelphia Trust Company
Pennsylvania
$268K -$35.9K -425 -11%
BFEC
487
Benjamin F. Edwards & Company
Missouri
$264K +$31.5K +373 +13%
GG
488
Gofen & Glossberg
Illinois
$262K – – –
DCLA
489
Douglas C. Lane & Associates
New York
$262K +$271K +3,212 New
DIP
490
DT Investment Partners
Pennsylvania
$261K +$269K +3,190 New
EWA
491
Exencial Wealth Advisors
Oklahoma
$259K – – –
Thrivent Financial for Lutherans
492
Thrivent Financial for Lutherans
Minnesota
$253K -$11.2M -132,538 -98%
PNC
493
Park National Corp
Ohio
$249K -$5.91K -70 -2%
RGA
494
Red Granite Advisors
Wisconsin
$247K – – –
MAA
495
Mraz Amerine & Associates
California
$243K – – –
CICI
496
Capital Investment Counsel Inc
North Carolina
$237K -$16.9K -200 -6%
HPBT
497
High Point Bank & Trust
North Carolina
$237K – – –
CCG
498
Cypress Capital Group
Florida
$237K +$24.8K +294 +11%
BAIA
499
Bel Air Investment Advisors
California
$235K +$243K +2,881 New
Fisher Asset Management
500
Fisher Asset Management
Washington
$223K +$230K +2,723 New
18 19
20
21 22

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.