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745 hedge funds and large institutions have $10.4B invested in Clorox in 2015 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 260 increasing their positions, 279 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more call options, than puts

Call options by funds: $103M | Put options by funds: $44.6M

56% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 39

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

1% more funds holding

Funds holding: 734745 (+11)

7% less repeat investments, than reductions

Existing positions increased: 260 | Existing positions reduced: 279

1.88% less ownership

Funds ownership: 73.75%71.87% (-1.9%)

17% less capital invested

Capital invested by funds: $12.5B → $10.4B (-$2.14B)

Holders
745
Holders Change
+11
Holders Change %
+1.5%
% of All Funds
19.85%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.29%
New
61
Increased
260
Reduced
279
Closed
39
Calls
$103M
Puts
$44.6M
Net Calls
+$58.3M
Net Calls Change
-$106M
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
526
Mariner
Kansas
$368K
VDI
527
Vaughan David Investments
Illinois
$367K +$2.17K +20 +0.6%
IH
528
IFC Holdings
Florida
$361K -$27.6K -254 -7%
BPBT
529
Boston Private Bank & Trust
Massachusetts
$360K +$9.88K +91 +3%
SW
530
SVB Wealth
Massachusetts
$360K +$9.88K +91 +3%
Thrivent Financial for Lutherans
531
Thrivent Financial for Lutherans
Minnesota
$359K +$21.7K +200 +7%
SCM
532
Schnieders Capital Management
California
$359K +$89K +820 +34%
PL
533
Parkwood LLC
Ohio
$359K +$353K +3,250 New
SWP
534
Stratos Wealth Partners
Ohio
$356K -$13.1K -121 -4%
HA
535
Hamel Associates
New Jersey
$353K
PWLP
536
Prio Wealth Limited Partnership
Massachusetts
$351K +$109K +1,000 +46%
IRS
537
Invictus RG (Singapore)
Singapore
$351K +$342K +3,150 +11,667%
HH
538
Hilltop Holdings
Texas
$350K -$69.7K -642 -17%
SBH
539
Segall Bryant & Hamill
Illinois
$349K
BHWM
540
Bar Harbor Wealth Management
New Hampshire
$348K
CA
541
Cambridge Advisors
Nebraska
$348K
DWM
542
Destination Wealth Management
California
$344K +$73.5K +677 +28%
BHIA
543
Birch Hill Investment Advisors
Massachusetts
$339K
PNC
544
Park National Corp
Ohio
$337K
WCM Investment Management
545
WCM Investment Management
California
$327K -$22.8K -210 -7%
CIC
546
Crawford Investment Counsel
Georgia
$326K -$72.7K -670 -18%
CICI
547
Capital Investment Counsel Inc
North Carolina
$326K -$16.3K -150 -5%
FTC
548
Farmers Trust Company
Ohio
$321K +$315K +2,902 New
HPBT
549
High Point Bank & Trust
North Carolina
$320K
CCM
550
Carderock Capital Management
Maryland
$320K +$760 +7 +0.2%

CLX Hedge Fund Activity: Q1 2015 in Review

745 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Clorox (CLX) for Q1 2015, worth a combined $10.4B — down 17% from $12.5B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new CLX positions and 39 closed out — a net gain of 22 holders — while 260 added to existing stakes and 279 trimmed.

The largest buyer was Vanguard Group, adding an estimated $208M. The largest seller was Yacktman Asset Management, cutting an estimated $185M.

  • 745 institutional investors held Clorox (CLX) as of Q1 2015, up from 734 in Q4 2014.
  • Funds reported $10.4B of Clorox stock for Q1 2015, down 17% quarter-over-quarter.
  • 61 funds opened new Clorox positions in Q1 2015 and 39 closed out, a net change of +22 holders.
  • The largest Clorox buyer in Q1 2015 was Vanguard Group, an estimated $208M added.
  • The largest Clorox seller in Q1 2015 was Yacktman Asset Management, an estimated $185M sold.

Based on aggregated 13F filings for Q1 2015.