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
VNA
501
VNBTrust National Association
Virginia
$222K +$4.05K +48 +2%
FNB
502
First Niagara Bank
New York
$221K – – –
ISL
503
Ingalls & Snyder LLC
New York
$220K – – –
MA
504
Montag & Associates
Georgia
$219K +$227K +2,686 New
ICAS
505
Investors Capital Advisory Services
Massachusetts
$217K -$10.7K -127 -5%
DCM
506
Delta Capital Management
New Jersey
$215K – – –
HIM
507
Hillsdale Investment Management
Ontario, Canada
$212K -$42.2K -500 -16%
RCM
508
Reynolds Capital Management
Nevada
$212K -$42.2K -500 -16%
GIM
509
Greylin Investment Management
Virginia
$212K -$4.22K -50 -2%
NYLIM
510
New York Life Investment Management
New York
$212K – – –
WMSA
511
Weiss Multi-Strategy Advisers
New York
$212K +$219K +2,590 New
DG
512
Davidson & Garrard
Virginia
$211K – – –
FHA
513
First Horizon Advisors
Tennessee
$210K +$217K +2,567 New
PGAM
514
Platinum Grove Asset Management
New York
$210K +$217K +2,572 New
CC
515
ClearArc Capital
Ohio
$206K -$1.35K -16 -0.6%
PP
516
Palladium Partners
Virginia
$206K – – –
PFS
517
Penseco Financial Services
Pennsylvania
$204K – – –
BAM
518
Barrett Asset Management
New York
$204K +$42.2K +500 +25%
NC
519
NewSquare Capital
Pennsylvania
$201K +$207K +2,455 New
PSI
520
Pinnacle Summer Investments
Virginia
$200K – – –
CTA
521
Chesley Taft & Associates
Illinois
$196K – – –
DSC
522
Duncker Streett & Co
Missouri
$183K -$16.9K -200 -8%
AW
523
Alpha Windward
Massachusetts
$181K +$2.87K +34 +2%
OMCS
524
Old Mutual Customised Solutions
South Africa
$180K – – –
Envestnet Asset Management
525
Envestnet Asset Management
Illinois
$178K -$410K -4,860 -69%
19 20
21
22 23

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.