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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
OIA
551
Optimum Investment Advisors
Illinois
$82K +$84.4K +1,000 New
FBC
552
Fairfield, Bush & Co
Connecticut
$77K – – –
TIM
553
Tortoise Investment Management
New York
$74K +$76K +900 New
TRCT
554
Tower Research Capital (TRC)
New York
$72K -$10.7K -127 -13%
EWM
555
Evercore Wealth Management
New York
$72K -$2.36K -28 -3%
IMS
556
Index Management Solutions
Pennsylvania
$67K +$68.7K +814 New
MCM
557
Manchester Capital Management
Vermont
$65K -$5.57K -66 -8%
ACM
558
Axel Capital Management
New York
$65K – – –
JIC
559
Joel Isaacson & Co
New York
$65K – – –
AF
560
Arrow Financial
New York
$61K -$8.02K -95 -11%
FNBT
561
FineMark National Bank & Trust
Florida
$58K – – –
PAS
562
Partnervest Advisory Services
California
$53K +$42.2K +500 +333%
FAM
563
Formidable Asset Management
Ohio
$50K +$50.7K +600 New
SAMC
564
Shinko Asset Management Company
Japan
$49K -$8.44K -100 -14%
JFGIW
565
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$48K +$24.4K +289 +98%
Jones Financial Companies
566
Jones Financial Companies
Missouri
$44K -$35.2K -417 -43%
PTC
567
Private Trust Company
Ohio
$43K +$8.44K +100 +24%
BC
568
Bartlett & Co
Ohio
$41K – – –
RNS
569
Robert N. Shapiro
$41K – – –
FM
570
Forward Management
California
$41K +$42.2K +500 New
AC
571
Alexandria Capital
Virginia
$38K – – –
FFC
572
First Financial Corp
Indiana
$34K – – –
RFA
573
Reilly Financial Advisors
California
$33K -$4.22K -50 -11%
SFS
574
Signator Financial Services
Massachusetts
$33K – – –
ST
575
Smithfield Trust
Pennsylvania
$33K – – –
21 22
23
24 25

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.