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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
TIA
601
Tiemann Investment Advisors
California
$240K +$236K +2,174 New
SGAM
602
Steinberg Global Asset Management
Florida
$238K +$234K +2,154 New
MMG
603
Monetary Management Group
Missouri
$237K
SHGA
604
Sand Hill Global Advisors
California
$236K -$18.2K -168 -7%
W
605
Wealthfront
California
$235K +$69.7K +642 +43%
LCM
606
LVM Capital Management
Michigan
$234K
VNA
607
VNBTrust National Association
Virginia
$234K
BHTS
608
Bar Harbor Trust Services
Maine
$233K
WOC
609
West Oak Capital
California
$232K
NA
610
Navellier & Associates
Nevada
$231K -$42.2K -389 -16%
AW
611
Alpha Windward
Massachusetts
$230K -$10.2K -94 -4%
DG
612
Davidson & Garrard
Virginia
$230K
PFBT
613
Parkside Financial Bank & Trust
Missouri
$229K -$434 -4 -0.2%
SI
614
Stephens Inc
Arkansas
$228K -$19.9K -183 -8%
GIM
615
Greylin Investment Management
Virginia
$228K
DBIA
616
Dumont & Blake Investment Advisors
New Jersey
$227K +$109 +1 +0%
AHS
617
Aspiriant Holdings S3
California
$223K +$8.69K +80 +4%
BPC
618
Banque Pictet & Cie
Switzerland
$221K
LNWWM
619
Laird Norton Wetherby Wealth Management
California
$220K +$5.86K +54 +3%
IC
620
IKOS CIF
Cyprus
$220K +$216K +1,987 New
SFSG
621
Stearns Financial Services Group
North Carolina
$218K -$9.99K -92 -4%
ATC
622
Argent Trust Co
Tennessee
$217K
SCM
623
Stellar Capital Management
Arizona
$217K
PSI
624
Pinnacle Summer Investments
Virginia
$216K
FNB
625
First Niagara Bank
New York
$212K -$7.38K -68 -3%

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.