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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
FNBT
601
FineMark National Bank & Trust
Florida
$74K +$7.84K +87 +12%
WA
602
Winfield Associates
Ohio
$74K +$72.1K +800 New
AF
603
Arrow Financial
New York
$70K
CCS
604
Crosspoint Capital Strategies
California
$70K +$72.1K +800 New
KT
605
Kanaly Trust
Texas
$69K +$67.1K +745 New
GLI
606
Guardian Life Insurance
New York
$68K -$75.7K -840 -53%
Carson Wealth (CWM LLC)
607
Carson Wealth (CWM LLC)
Nebraska
$68K +$66K +733 New
JIC
608
Joel Isaacson & Co
New York
$65K -$9.01K -100 -13%
TWM
609
Torch Wealth Management
Ohio
$65K +$63.1K +700 New
HRIA
610
Haberer Registered Investment Advisor
Ohio
$61K -$45K -500 -43%
RNS
611
Robert N. Shapiro
$58K +$11K +122 +24%
SAMC
612
Shinko Asset Management Company
Japan
$56K
TFO
613
Tarbox Family Office
California
$56K +$54.3K +603 New
FAM
614
Formidable Asset Management
Ohio
$51K
PTC
615
Private Trust Company
Ohio
$49K
JFGIW
616
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$48K -$6.21K -69 -12%
ST
617
SpiderRock Trading
Illinois
$47K
BC
618
Bartlett & Co
Ohio
$46K
PTCG
619
Pring Turner Capital Group
California
$46K +$45K +500 New
AC
620
Alexandria Capital
Virginia
$44K
FFC
621
First Financial Corp
Indiana
$38K
ST
622
Stifel Trust
Missouri
$38K
HCC
623
Hirtle Callaghan & Co
Pennsylvania
$37K
ST
624
Smithfield Trust
Pennsylvania
$37K
TCCM
625
Timber Creek Capital Management
Massachusetts
$37K +$9.01K +100 +33%

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.