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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
WOC
526
West Oak Capital
California
$172K – – –
MMG
527
Monetary Management Group
Missouri
$168K -$1.83M -21,650 -91%
PAM
528
Paradigm Asset Management
New York
$166K – – –
Macquarie Group
529
Macquarie Group
Australia
$163K – – –
LNB
530
Ledyard National Bank
$155K – – –
WG
531
Welch Group
Alabama
$148K – – –
MBT
532
Monroe Bank & Trust
Michigan
$147K – – –
FANJ
533
Financial Architects (New Jersey)
New Jersey
$145K +$5.66K +67 +4%
CFA
534
Carroll Financial Associates
North Carolina
$138K – – –
PMFA
535
Plante Moran Financial Advisors
Michigan
$138K – – –
WA
536
Waverly Advisors
Alabama
$133K +$137K +1,627 New
GLI
537
Guardian Life Insurance
New York
$129K – – –
DADC
538
D.A. Davidson & Co
Montana
$128K +$12.7K +150 +11%
BA
539
BlackRock Advisors
Delaware
$127K -$5.85M -69,237 -98%
SFSIG
540
San Francisco Sentry Investment Group
California
$123K – – –
BBHC
541
Brown Brothers Harriman & Co
New York
$120K – – –
NES
542
New England Securities
New York
$115K +$4.98K +59 +4%
Fuller & Thaler Asset Management
543
Fuller & Thaler Asset Management
California
$110K -$50.7K -600 -31%
HCM
544
Highlander Capital Management
New Jersey
$107K -$8.27K -98 -7%
ECM
545
Endex Capital Management
Kansas
$105K – – –
TCM
546
TD Capital Management
Tennessee
$103K – – –
HRIA
547
Haberer Registered Investment Advisor
Ohio
$95K -$32.2K -381 -25%
QAM
548
QCI Asset Management
New York
$88K – – –
GIS
549
Guardian Investor Services
New York
$87K – – –
WTC
550
WhitTier Trust Company
Nevada
$82K -$14.8K -175 -15%
20 21
22
23 24

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.