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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
AC
701
Alexandria Capital
Virginia
$24K -$22.7K -209 -49%
HRIA
702
Haberer Registered Investment Advisor
Ohio
$24K
GWA
703
Genesis Wealth Advisors
Massachusetts
$23.7K
OSAM
704
O'Shaughnessy Asset Management
Connecticut
$23K +$15.3K +141 +214%
HCP
705
Holt Capital Partners
Texas
$22K -$5.43K -50 -20%
HDIM
706
Hanson & Doremus Investment Management
Vermont
$22K
VIA
707
Vantage Investment Advisors
Pennsylvania
$22K +$10.9K +100 +100%
CYG
708
Clean Yield Group
Vermont
$22K +$21.7K +200 New
HMS
709
Hanseatic Management Services
New Mexico
$19K -$343K -3,157 -95%
OSNBOA
710
Old Second National Bank of Aurora
Illinois
$19K
TCM
711
Tradewinds Capital Management
Washington
$19K +$2.71K +25 +17%
TC
712
Trust Company
Kansas
$19K +$18.5K +170 New
GWS
713
Glassman Wealth Services
Virginia
$17K
S
714
SignatureFD
Georgia
$17K +$2.17K +20 +15%
MWAN
715
Mariner Wealth Advisors (NYC)
Kansas
$16K +$16K +147 New
Manulife (Manufacturers Life Insurance)
716
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$15.2K -$175K -1,616 -1%
CGT
717
Capital Guardian Trust
California
$13K -$326 -3 -2%
RWA
718
Ropes Wealth Advisors
Massachusetts
$13K +$13.2K +122 New
GAM
719
Gemmer Asset Management
California
$11K
HRC
720
Hoertkorn Richard Charles
$11K
HI
721
Hudock Inc
Pennsylvania
$11K
PFSC
722
Peoples Financial Services Corp
Pennsylvania
$11K
GI
723
Gradient Investments
Minnesota
$11K +$10.2K +94 +1,343%
ZB
724
Zions Bancorporation
Utah
$11K +$10.5K +97 New
RA
725
Rational Advisors
New York
$10K -$6.51K -60 -40%

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.