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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
HA
501
Hamel Associates
New Jersey
$307K
DD
502
Dominick & Dominick
New York
$307K +$289K +3,200 New
NC
503
NewSquare Capital
Pennsylvania
$304K +$36.1K +399 +14%
BHWM
504
Bar Harbor Wealth Management
New Hampshire
$303K -$7.05K -78 -2%
SBH
505
Segall Bryant & Hamill
Illinois
$303K +$9.95K +110 +4%
BHIA
506
Birch Hill Investment Advisors
Massachusetts
$295K -$72.2K -798 -21%
AI
507
Atria Investments
North Carolina
$295K +$278K +3,075 New
PNC
508
Park National Corp
Ohio
$293K
WT
509
Washington Trust
Rhode Island
$291K
Thrivent Financial for Lutherans
510
Thrivent Financial for Lutherans
Minnesota
$283K -$9.04K -100 -3%
HPBT
511
High Point Bank & Trust
North Carolina
$279K
American Century Companies
512
American Century Companies
Missouri
$276K
EWA
513
Exencial Wealth Advisors
Oklahoma
$276K +$181 +2 +0.1%
RJT
514
Raymond James Trust
Florida
$276K +$260K +2,873 New
CCM
515
Carderock Capital Management
Maryland
$273K -$627K -6,936 -71%
MAA
516
Mraz Amerine & Associates
California
$272K
IH
517
IFC Holdings
Florida
$272K +$4.88K +54 +2%
YL
518
YCG LLC
Texas
$269K -$2.03M -22,503 -89%
ISL
519
Ingalls & Snyder LLC
New York
$262K
PTC
520
Philadelphia Trust Company
Pennsylvania
$262K +$246K +2,725 New
EOJOAM
521
E. Ohman J:or Asset Management
Sweden
$259K
BB
522
Busey Bank
Illinois
$257K +$242K +2,678 New
ANBTV
523
American National Bank & Trust (Virginia)
Virginia
$257K +$243K +2,682 New
AP
524
AHL Partners
United Kingdom
$256K +$241K +2,662 New
GEM
525
Global Endowment Management
North Carolina
$255K

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.