We are live on ! Find out more

734 hedge funds and large institutions have $12.5B invested in Clorox in 2014 Q4 according to their latest regulatory filings, with 112 funds opening new positions, 232 increasing their positions, 255 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

174% more call options, than puts

Call options by funds: $259M | Put options by funds: $94.5M

173% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 41

36% more capital invested

Capital invested by funds: $9.22B → $12.5B (+$3.3B)

9% more funds holding

Funds holding: 676734 (+58)

0.92% less ownership

Funds ownership: 74.67%73.75% (-0.92%)

9% less repeat investments, than reductions

Existing positions increased: 232 | Existing positions reduced: 255

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

Holders
734
Holders Change
+58
Holders Change %
+8.58%
% of All Funds
19.57%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.24%
New
112
Increased
232
Reduced
255
Closed
41
Calls
$259M
Puts
$94.5M
Net Calls
+$164M
Net Calls Change
-$92.6M
Name Holding Trade Value Shares
Change
Change in
Stake
YL
526
YCG LLC
Texas
$344K +$50K +500 +18%
EP
527
Edgestream Partners
New Jersey
$343K +$329K +3,287 New
OI
528
Oakbrook Investments
Illinois
$339K +$325K +3,250 New
VHAM
529
Van Hulzen Asset Management
California
$338K +$324K +3,240 New
HA
530
Hamel Associates
New Jersey
$333K
WT
531
Washington Trust
Rhode Island
$333K +$16.5K +165 +5%
WCM Investment Management
532
WCM Investment Management
California
$330K -$328K -3,280 -51%
BPBT
533
Boston Private Bank & Trust
Massachusetts
$330K -$261K -2,614 -45%
SW
534
SVB Wealth
Massachusetts
$330K +$317K +3,166 New
BHWM
535
Bar Harbor Wealth Management
New Hampshire
$329K
SBH
536
Segall Bryant & Hamill
Illinois
$329K
CA
537
Cambridge Advisors
Nebraska
$329K +$315K +3,154 New
CICI
538
Capital Investment Counsel Inc
North Carolina
$323K -$20K -200 -6%
Daiwa Securities Group
539
Daiwa Securities Group
Japan
$323K -$20K -200 -6%
BHIA
540
Birch Hill Investment Advisors
Massachusetts
$320K
Thrivent Financial for Lutherans
541
Thrivent Financial for Lutherans
Minnesota
$318K +$10K +100 +3%
PNC
542
Park National Corp
Ohio
$318K
NFG
543
Next Financial Group
Texas
$310K -$272K -2,723 -48%
EWA
544
Exencial Wealth Advisors
Oklahoma
$307K +$100 +1 +0%
NBC
545
Neuberger Berman Canada
Ontario, Canada
$307K +$294K +2,943 New
Belvedere Trading
546
Belvedere Trading
Illinois
$304K +$292K +2,920 New
HPBT
547
High Point Bank & Trust
North Carolina
$302K
CPO
548
Cerity Partners OCIO
New York
$302K +$290K +2,899 New
CCM
549
Carderock Capital Management
Maryland
$301K +$4.1K +41 +1%
AGM
550
Alpine Global Management
New York
$296K +$284K +2,842 New

CLX Hedge Fund Activity: Q4 2014 in Review

734 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Clorox (CLX) for Q4 2014, worth a combined $12.5B — up 36% from $9.22B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new CLX positions and 41 closed out — a net gain of 71 holders — while 232 added to existing stakes and 255 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $91.5M. The largest seller was American International Group, cutting an estimated $271M.

  • 734 institutional investors held Clorox (CLX) as of Q4 2014, up from 676 in Q3 2014.
  • Funds reported $12.5B of Clorox stock for Q4 2014, up 36% quarter-over-quarter.
  • 112 funds opened new Clorox positions in Q4 2014 and 41 closed out, a net change of +71 holders.
  • The largest Clorox buyer in Q4 2014 was Renaissance Technologies, an estimated $91.5M added.
  • The largest Clorox seller in Q4 2014 was American International Group, an estimated $271M sold.

Based on aggregated 13F filings for Q4 2014.