Clearwater Paper
CLW
158 hedge funds and large institutions have $376M invested in Clearwater Paper in 2025 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 56 increasing their positions, 50 reducing their positions, and 32 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
40% more call options, than puts
Call options by funds: $2.54M | Put options by funds: $1.81M
12% more repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 50
7% more capital invested
Capital invested by funds: $350M → $376M (+$25.5M)
0.51% less ownership
Funds ownership: 85.36% → 84.86% (-0.51%)
1% less funds holding
Funds holding: 159 → 158 (-1)
3% less first-time investments, than exits
New positions opened: 31 | Existing positions closed: 32
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Southeastern Asset Management
Memphis,
Tennessee
|
+$25.3M |
| 2 |
TC
Towle & Co
Denver,
Colorado
|
+$7.43M |
| 3 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
+$5.52M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$3.39M |
| 5 |
Morgan Stanley
New York
|
+$3.11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$11.1M |
| 2 |
N
Nuveen
Charlotte,
North Carolina
|
-$8.86M |
| 3 |
CP
CenterBook Partners
Greenwich,
Connecticut
|
-$6.03M |
| 4 |
KC
Kryger Capital
London,
United Kingdom
|
-$5.53M |
| 5 |
OAM
Oberweis Asset Management
Lisle,
Illinois
|
-$4.44M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OSAM
176
O'Shaughnessy Asset Management
Stamford,
Connecticut
| – | -$296K | -11,686 | Closed |
|
|
CC
177
Centiva Capital
New York
| – | -$294K | -11,581 | Closed |
|
|
CFM
178
Catalyst Funds Management
Sydney NSW,
Australia
| – | -$258K | -10,184 | Closed |
|
|
BAM
179
BOS Asset Management
Springfield,
Illinois
| – | -$218K | -8,598 | Closed |
|
|
CAU
180
Caxton Associates (UK)
London,
| – | -$204K | -8,025 | Closed |
|
|
CF
181
Corebridge Financial
Houston,
Texas
| – | -$202K | -7,951 | Closed |
|
182
SG Americas Securities
New York
| – | -$168K | -6,622 | Closed |
|
|
EF
183
Elite Financial
Lewiston,
Idaho
| – | -$74K | -2,803 | Closed |
|
184
Zurich Cantonal Bank
Zurich,
Switzerland
| – | -$63.1K | -2,487 | Closed |
|
185
Canada Life
Winnipeg,
Manitoba, Canada
| – | -$46K | -1,785 | Closed |
|
|
C
186
Covestor
London,
United Kingdom
| – | -$11K | -425 | Closed |
|
|
PAS
187
Point72 Asia (Singapore)
Singapore
| – | -$4.33K | -171 | Closed |
|
|
NA
188
Nordwand Advisors
Radnor,
Pennsylvania
| – | -$254 | -10 | Closed |
|
|
CCM
189
Coldstream Capital Management
Bellevue,
Washington
| – | -$203 | -8 | Closed |
|
CLW Hedge Fund Activity: Q2 2025 in Review
158 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Clearwater Paper (CLW) for Q2 2025, worth a combined $376M — up 7.3% from $350M a quarter earlier.
Sellers outnumbered buyers: 32 funds closed out of CLW and 31 opened new positions — a net loss of 1 holder — while 50 trimmed existing stakes and 56 added.
The largest buyer was Southeastern Asset Management, opening a new position worth an estimated $25.3M. The largest seller was BlackRock, cutting an estimated $11.1M.
- 158 institutional investors held Clearwater Paper (CLW) as of Q2 2025, down from 159 in Q1 2025.
- Funds reported $376M of Clearwater Paper stock for Q2 2025, up 7.3% quarter-over-quarter.
- 31 funds opened new Clearwater Paper positions in Q2 2025 and 32 closed out, a net change of -1 holder.
- The largest Clearwater Paper buyer in Q2 2025 was Southeastern Asset Management, an estimated $25.3M added.
- The largest Clearwater Paper seller in Q2 2025 was BlackRock, an estimated $11.1M sold.
Based on aggregated 13F filings for Q2 2025.