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664 hedge funds and large institutions have $9.16B invested in Clorox in 2013 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 202 increasing their positions, 256 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

188% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 34

9% more funds holding

Funds holding: 608664 (+56)

2.45% more ownership

Funds ownership: 73.7%76.15% (+2.5%)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

7% less capital invested

Capital invested by funds: $9.91B → $9.16B (-$743M)

21% less repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 256

51% less call options, than puts

Call options by funds: $149M | Put options by funds: $305M

Holders
664
Holders Change
+56
Holders Change %
+9.21%
% of All Funds
19.27%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.26%
New
98
Increased
202
Reduced
256
Closed
34
Calls
$149M
Puts
$305M
Net Calls
-$156M
Net Calls Change
-$152M
Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
576
Plante Moran Financial Advisors
Michigan
$157K +$450 +5 +0.3%
WA
577
Waverly Advisors
Alabama
$155K +$3.96K +44 +3%
BG
578
Bollard Group
Massachusetts
$148K +$144K +1,597 New
BA
579
BlackRock Advisors
Delaware
$141K -$2.97K -33 -2%
SFSIG
580
San Francisco Sentry Investment Group
California
$139K
BBHC
581
Brown Brothers Harriman & Co
New York
$136K
NIM
582
NuWave Investment Management
New Jersey
$134K +$130K +1,445 New
EWM
583
Evercore Wealth Management
New York
$133K +$50K +555 +64%
Fuller & Thaler Asset Management
584
Fuller & Thaler Asset Management
California
$125K
HCM
585
Highlander Capital Management
New Jersey
$122K +$90 +1 +0.1%
ECM
586
Endex Capital Management
Kansas
$119K
IMS
587
Index Management Solutions
Pennsylvania
$107K +$30.4K +338 +42%
QAM
588
QCI Asset Management
New York
$103K +$2.7K +30 +3%
GIS
589
Guardian Investor Services
New York
$97K -$1.62K -18 -2%
OIA
590
Optimum Investment Advisors
Illinois
$93K
WTC
591
WhitTier Trust Company
Nevada
$93K
SSG
592
Summit Securities Group
New York
$93K +$90.1K +1,000 New
TCM
593
Tradewinds Capital Management
Washington
$90K +$87.4K +970 New
RFA
594
Reilly Financial Advisors
California
$88K +$49.1K +545 +137%
TIM
595
Tortoise Investment Management
New York
$83K
FM
596
Forward Management
California
$82K +$34.4K +382 +76%
TF
597
Tompkins Financial
New York
$80K +$48.4K +537 +165%
PAS
598
Partnervest Advisory Services
California
$78K +$17.3K +192 +30%
MCM
599
Manchester Capital Management
Vermont
$75K +$1.89K +21 +3%
ACM
600
Axel Capital Management
New York
$74K

CLX Hedge Fund Activity: Q4 2013 in Review

664 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Clorox (CLX) for Q4 2013, worth a combined $9.16B — down 7.5% from $9.91B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new CLX positions and 34 closed out — a net gain of 64 holders — while 202 added to existing stakes and 256 trimmed.

The largest buyer was American International Group, adding an estimated $255M. The largest seller was Loomis, Sayles & Company, cutting an estimated $67.8M.

  • 664 institutional investors held Clorox (CLX) as of Q4 2013, up from 608 in Q3 2013.
  • Funds reported $9.16B of Clorox stock for Q4 2013, down 7.5% quarter-over-quarter.
  • 98 funds opened new Clorox positions in Q4 2013 and 34 closed out, a net change of +64 holders.
  • The largest Clorox buyer in Q4 2013 was American International Group, an estimated $255M added.
  • The largest Clorox seller in Q4 2013 was Loomis, Sayles & Company, an estimated $67.8M sold.

Based on aggregated 13F filings for Q4 2013.