We are live on ! Find out more

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
BCM
626
Blume Capital Management
California
$37K +$36K +400 New
ECM
627
Exchange Capital Management
Michigan
$37K +$36K +400 New
TRCT
628
Tower Research Capital (TRC)
New York
$35K -$46.2K -513 -58%
AA
629
AlphaMark Advisors
Kentucky
$30K
WAM
630
Wolverine Asset Management
Illinois
$30K
ATC
631
Adirondack Trust Company
New York
$28K
TWA
632
TCI Wealth Advisors
Arizona
$28K
VCM
633
Vigilant Capital Management
Maine
$28K
WEC
634
Winslow Evans & Crocker
Massachusetts
$27K +$26.1K +290 New
MAM
635
Mizuho Asset Management
Japan
$26K
SSB
636
Sandy Spring Bank
Maryland
$22K -$9.01K -100 -29%
PCTC
637
Perkins Coie Trust Company
Washington
$22K +$20.9K +232 New
RA
638
Rational Advisors
New York
$21K -$1.35K -15 -6%
KCPG
639
Kavar Capital Partners Group
Kansas
$20K +$19.6K +218 New
HDIM
640
Hanson & Doremus Investment Management
Vermont
$19K
WF
641
WealthTrust Fairport
Ohio
$19K
WCM
642
Windsor Capital Management
Arizona
$19K
SNT
643
Security National Trust
West Virginia
$19K +$9.01K +100 +100%
MAS
644
Madden Advisory Services
Florida
$19K +$18.5K +205 New
HFM
645
Hartford Financial Management
Connecticut
$18K
OSNBOA
646
Old Second National Bank of Aurora
Illinois
$16K
HF
647
Hoxton Financial
West Virginia
$14K
LWCFA
648
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$14K
JFA
649
JNBA Financial Advisors
Minnesota
$12K
Manulife (Manufacturers Life Insurance)
650
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11.7K -$1.4M -15,570 -11%

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.