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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
DBT
726
Dubuque Bank & Trust
Iowa
$10K
UB
727
UMB Bank
Missouri
$7.5K +$289K +2,659 +4%
BCI
728
Brinker Capital Investments
Pennsylvania
$7K
AWM
729
AllSquare Wealth Management
New York
$6K
DAM
730
Delta Asset Management
Tennessee
$4K
WCM
731
Wealthcare Capital Management
Virginia
$4K +$4.13K +38 New
Loomis, Sayles & Company
732
Loomis, Sayles & Company
Massachusetts
$3K
MWP
733
MYCIO Wealth Partners
Pennsylvania
$3K
VNA
734
Valley National Advisers
Pennsylvania
$3K
WA
735
WealthTrust-Arizona
Arizona
$2K
CD
736
Carl Domino
Florida
$2K +$2.06K +19 New
IPC
737
Independent Portfolio Consultants
Florida
$2K +$2.06K +19 New
ACS
738
Archford Capital Strategies
Illinois
$1.99K
FNBOO
739
First National Bank of Omaha
Nebraska
$1.22K -$125K -1,150 -9%
JFA
740
JNBA Financial Advisors
Minnesota
$1K
CFSG
741
Community Financial Services Group
Vermont
$1K +$1.19K +11 New
AT
742
Arden Trust
Delaware
$540 +$286K +2,634 +117%
WA
743
WBH Advisory
Maryland
$218 -$5.43K -50 -2%
WG
744
Welch Group
Alabama
$209
BFG
745
Beacon Financial Group
Texas
-$2.76M -26,160 Closed
CC
746
Cipher Capital
New York
-$2.31M -22,182 Closed
VP
747
Value Partners
Hong Kong
-$2.19M -21,034 Closed
CWP
748
Capital Wealth Planning
Florida
-$1.55M -14,908 Closed
BCM
749
BlueCrest Capital Management
Jersey
-$1.29M -12,388 Closed
ST
750
Spot Trading
Illinois
-$1.23M -11,303 Closed

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.