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734 hedge funds and large institutions have $12.5B invested in Clorox in 2014 Q4 according to their latest regulatory filings, with 112 funds opening new positions, 232 increasing their positions, 255 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

174% more call options, than puts

Call options by funds: $259M | Put options by funds: $94.5M

173% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 41

36% more capital invested

Capital invested by funds: $9.22B → $12.5B (+$3.3B)

9% more funds holding

Funds holding: 676734 (+58)

0.92% less ownership

Funds ownership: 74.67%73.75% (-0.92%)

9% less repeat investments, than reductions

Existing positions increased: 232 | Existing positions reduced: 255

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

Holders
734
Holders Change
+58
Holders Change %
+8.58%
% of All Funds
19.57%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.24%
New
112
Increased
232
Reduced
255
Closed
41
Calls
$259M
Puts
$94.5M
Net Calls
+$164M
Net Calls Change
-$92.6M
Name Holding Trade Value Shares
Change
Change in
Stake
IMS
651
Index Management Solutions
Pennsylvania
$100K +$24K +240 +33%
JIC
652
Joel Isaacson & Co
New York
$95K
TIM
653
Tortoise Investment Management
New York
$94K
GIS
654
Guardian Investor Services
New York
$93K -$2.2K -22 -2%
RFA
655
Reilly Financial Advisors
California
$85K -$13.2K -132 -14%
MCM
656
Manchester Capital Management
Vermont
$85K
MCA
657
Mercer Capital Advisers
New Jersey
$85K +$81.6K +816 New
BC
658
Bartlett & Co
Ohio
$84K
RNS
659
Robert N. Shapiro
$84K +$3.8K +38 +5%
FCCM
660
First City Capital Management
Georgia
$82.3K
CFA
661
CT Financial Advisors
Pennsylvania
$79.8K +$76.6K +766 New
KT
662
Kanaly Trust
Texas
$78K
GLI
663
Guardian Life Insurance
New York
$77K +$1K +10 +1%
CFS
664
Commonwealth Financial Services
West Virginia
$70K +$67.3K +673 New
IC
665
Intersect Capital
California
$65K +$62.2K +622 New
TFO
666
Tarbox Family Office
California
$64K
FAM
667
Formidable Asset Management
Ohio
$63K
SAC
668
Smith Affiliated Capital
New York
$62.5K
SC
669
Searle & Co
Connecticut
$62K +$60K +600 New
AF
670
Arrow Financial
New York
$60K -$7.5K -75 -12%
MAM
671
Mizuho Asset Management
Japan
$54K
Fuller & Thaler Asset Management
672
Fuller & Thaler Asset Management
California
$52K -$110K -1,100 -69%
SAMC
673
Shinko Asset Management Company
Japan
$52K
VCM
674
Vigilant Capital Management
Maine
$52K +$10K +100 +25%
JFGIW
675
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$50K -$15K -150 -24%

CLX Hedge Fund Activity: Q4 2014 in Review

734 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Clorox (CLX) for Q4 2014, worth a combined $12.5B — up 36% from $9.22B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new CLX positions and 41 closed out — a net gain of 71 holders — while 232 added to existing stakes and 255 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $91.5M. The largest seller was American International Group, cutting an estimated $271M.

  • 734 institutional investors held Clorox (CLX) as of Q4 2014, up from 676 in Q3 2014.
  • Funds reported $12.5B of Clorox stock for Q4 2014, up 36% quarter-over-quarter.
  • 112 funds opened new Clorox positions in Q4 2014 and 41 closed out, a net change of +71 holders.
  • The largest Clorox buyer in Q4 2014 was Renaissance Technologies, an estimated $91.5M added.
  • The largest Clorox seller in Q4 2014 was American International Group, an estimated $271M sold.

Based on aggregated 13F filings for Q4 2014.