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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
MAM
651
Mizuho Asset Management
Japan
$106K +$48.1K +443 +86%
GIS
652
Guardian Investor Services
New York
$100K +$1.63K +15 +2%
TIM
653
Tortoise Investment Management
New York
$99K
QAM
654
QCI Asset Management
New York
$97K -$21.7K -200 -19%
JIC
655
Joel Isaacson & Co
New York
$94K -$6.19K -57 -6%
RFA
656
Reilly Financial Advisors
California
$90K
MCA
657
Mercer Capital Advisers
New Jersey
$90K +$326 +3 +0.4%
BC
658
Bartlett & Co
Ohio
$89K
CFA
659
CT Financial Advisors
Pennsylvania
$84.6K
SNT
660
Security National Trust
West Virginia
$83K +$70.8K +652 +652%
AWS
661
Aris Wealth Services
Pennsylvania
$80K +$78.3K +721 New
CFS
662
Commonwealth Financial Services
West Virginia
$74K
OIA
663
Optimum Investment Advisors
Illinois
$73K -$108K -999 -60%
TFO
664
Tarbox Family Office
California
$68K
SAC
665
Smith Affiliated Capital
New York
$66.2K
CCS
666
Crosspoint Capital Strategies
California
$66K -$130K -1,200 -67%
IC
667
Intersect Capital
California
$66K
SC
668
Searle & Co
Connecticut
$66K
SAMC
669
Shinko Asset Management Company
Japan
$66K +$11.1K +102 +20%
MCM
670
Manchester Capital Management
Vermont
$65K -$23.7K -218 -27%
CBT
671
Central Bank & Trust
Kentucky
$64K -$52.1K -480 -45%
FAM
672
Formidable Asset Management
Ohio
$64K
GLI
673
Guardian Life Insurance
New York
$63K -$17.8K -164 -22%
AF
674
Arrow Financial
New York
$62K -$1.09K -10 -2%
JFGIW
675
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$62K +$8.79K +81 +17%

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.