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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
FIM
626
Fernwood Investment Management
Massachusetts
$211K +$207K +1,910 New
DCLA
627
Douglas C. Lane & Associates
New York
$210K -$10.9K -100 -5%
LNB
628
Ledyard National Bank
$210K
AMIM
629
Aull & Monroe Investment Management
Alabama
$210K +$206K +1,900 New
EGA
630
Eagle Global Advisors
Texas
$210K +$206K +1,900 New
BCM
631
Brookstone Capital Management
Illinois
$209K -$21.2K -195 -9%
SFG
632
SNS Financial Group
Minnesota
$208K -$3.43M -31,627 -94%
T
633
Thomaspartners
Massachusetts
$208K +$204K +1,880 New
SIG
634
Schaller Investment Group
North Carolina
$202K +$199K +1,834 New
FANJ
635
Financial Architects (New Jersey)
New Jersey
$197K +$1.09K +10 +0.6%
DADC
636
D.A. Davidson & Co
Montana
$196K -$30.4K -280 -14%
EWM
637
Evercore Wealth Management
New York
$189K
HCM
638
Highlander Capital Management
New Jersey
$185K +$217 +2 +0.1%
FHA
639
First Horizon Advisors
Tennessee
$178K +$4.13K +38 +2%
Macquarie Group
640
Macquarie Group
Australia
$177K
CLOS
641
Compagnie Lombard Odier SCmA
Switzerland
$175K
HIM
642
Hillsdale Investment Management
Ontario, Canada
$166K +$43.4K +400 +36%
CAL
643
Capital Advisors Ltd
Ohio
$152K
Fuller & Thaler Asset Management
644
Fuller & Thaler Asset Management
California
$132K +$76K +700 +140%
BCP
645
Blue Chip Partners
Michigan
$126K +$868 +8 +0.7%
BRWM
646
B. Riley Wealth Management
Tennessee
$123K +$651 +6 +0.5%
FNBT
647
FineMark National Bank & Trust
Florida
$115K -$115K -1,062 -50%
PI
648
PineBridge Investments
New York
$114K -$4.85M -44,650 -98%
Parallax Volatility Advisers
649
Parallax Volatility Advisers
California
$114K -$146K -1,345 -57%
MBT
650
Monroe Bank & Trust
Michigan
$110K -$86.8K -800 -44%

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.