Clorox
830 hedge funds and large institutions have $11.7B invested in Clorox in 2015 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 290 increasing their positions, 288 reducing their positions, and 54 closing their positions.
109% more first-time investments, than exits
New positions opened: 113 | Existing positions closed: 54
38% more funds holding in top 10
Funds holding in top 10: 13 → 18 (+5)
8% more capital invested
Capital invested by funds: $10.8B → $11.7B (+$837M)
7% more funds holding
Funds holding: 778 → 830 (+52)
1% more repeat investments, than reductions
Existing positions increased: 290 | Existing positions reduced: 288
1.35% less ownership
Funds ownership: 72.75% → 71.41% (-1.3%)
25% less call options, than puts
Call options by funds: $57M | Put options by funds: $76.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$87.9M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$52M |
| 3 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$38.4M |
| 4 |
AAMU
AEGON Asset Management (UK)
Edinburgh,
United Kingdom
|
+$37.6M |
| 5 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$36.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$364M |
| 2 |
Bank of New York Mellon
New York
|
-$141M |
| 3 |
T
TOBAM
Paris,
France
|
-$67.6M |
| 4 |
WG
Winton Group
London,
United Kingdom
|
-$48.5M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
-$45.2M |
CLX Hedge Fund Activity: Q4 2015 in Review
830 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in Clorox (CLX) for Q4 2015, worth a combined $11.7B — up 7.7% from $10.8B a quarter earlier.
Buyers outnumbered sellers: 113 funds opened new CLX positions and 54 closed out — a net gain of 59 holders — while 290 added to existing stakes and 288 trimmed.
The largest buyer was First Trust Advisors, adding an estimated $87.9M. The largest seller was T. Rowe Price Associates, cutting an estimated $364M.
- 830 institutional investors held Clorox (CLX) as of Q4 2015, up from 778 in Q3 2015.
- Funds reported $11.7B of Clorox stock for Q4 2015, up 7.7% quarter-over-quarter.
- 113 funds opened new Clorox positions in Q4 2015 and 54 closed out, a net change of +59 holders.
- The largest Clorox buyer in Q4 2015 was First Trust Advisors, an estimated $87.9M added.
- The largest Clorox seller in Q4 2015 was T. Rowe Price Associates, an estimated $364M sold.
Based on aggregated 13F filings for Q4 2015.