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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.34B +$208M +1,914,269 +19%
State Street
2
State Street
Massachusetts
$881M -$73.6M -677,698 -8%
BFA
3
BlackRock Fund Advisors
California
$511M -$4.36M -40,124 -0.9%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$458M -$33.3M -306,350 -7%
BIT
5
BlackRock Institutional Trust
California
$437M +$12.3M +113,455 +3%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$426M +$30.6M +281,440 +8%
Wells Fargo
7
Wells Fargo
California
$358M -$5.47M -50,379 -2%
CRC
8
Cedar Rock Capital
United Kingdom
$355M -$9.85M -90,758 -3%
Northern Trust
9
Northern Trust
Illinois
$244M -$3.16M -29,098 -1%
AI
10
Analytic Investors
California
$194M +$5.38M +49,553 +3%
YAM
11
Yacktman Asset Management
Texas
$160M -$185M -1,703,044 -54%
T
12
TOBAM
France
$157M +$52.6M +484,851 +52%
APG Asset Management
13
APG Asset Management
Netherlands
$139M -$5.42M -49,926 -4%
Schroder Investment Management Group
14
Schroder Investment Management Group
United Kingdom
$137M +$36.1M +332,712 +36%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$126M +$12.1M +111,473 +11%
BG
16
BlackRock Group
United Kingdom
$122M -$1.42M -13,077 -1%
Invesco
17
Invesco
Georgia
$109M +$1.05M +9,694 +1%
UBS Group
18
UBS Group
Switzerland
$103M -$463K -4,265 -0.5%
Renaissance Technologies
19
Renaissance Technologies
New York
$101M -$33.5M -308,500 -25%
JHIU
20
Janus Henderson Investors US
Colorado
$98.4M -$21.7M -199,869 -18%
Morgan Stanley
21
Morgan Stanley
New York
$96.2M -$20M -183,775 -17%
Norges Bank
22
Norges Bank
Norway
$93M -$3.46M -31,918 -4%
Acadian Asset Management
23
Acadian Asset Management
Massachusetts
$93M +$5.61M +51,692 +7%
UBS AM
24
UBS AM
Illinois
$80.8M -$1.66M -15,278 -2%
California Public Employees Retirement System
25
California Public Employees Retirement System
California
$73.4M

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.