Clearwater Paper
CLW
123 hedge funds and large institutions have $187M invested in Clearwater Paper in 2026 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 52 increasing their positions, 35 reducing their positions, and 20 closing their positions.
412% more call options, than puts
Call options by funds: $2.06M | Put options by funds: $403K
49% more repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 35
5% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 20
1% less funds holding
Funds holding: 124 → 123 (-1)
3.96% less ownership
Funds ownership: 85% → 81.04% (-4%)
21% less capital invested
Capital invested by funds: $237M → $187M (-$50.7M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Southeastern Asset Management
Memphis,
Tennessee
|
+$2.35M |
| 2 |
AQR Capital Management
Greenwich,
Connecticut
|
+$2.08M |
| 3 |
JP Morgan Chase
New York
|
+$2.01M |
| 4 |
Renaissance Technologies
New York
|
+$2M |
| 5 |
TI
Trexquant Investment
Stamford,
Connecticut
|
+$1.87M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TC
Towle & Co
Denver,
Colorado
|
-$6.08M |
| 2 |
BlackRock
New York
|
-$3.2M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$2.7M |
| 4 |
SEI Investments
Oaks,
Pennsylvania
|
-$2.23M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
-$2.22M |
CLW Hedge Fund Activity: Q1 2026 in Review
123 of the 8,186 institutional investors tracked by Wall St. Rank reported a position in Clearwater Paper (CLW) for Q1 2026, worth a combined $187M — down 21% from $237M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new CLW positions and 20 closed out — a net gain of 1 holder — while 52 added to existing stakes and 35 trimmed.
The largest buyer was Southeastern Asset Management, adding an estimated $2.35M. The largest seller was Towle & Co, exiting entirely with an estimated $6.08M sold.
- 123 institutional investors held Clearwater Paper (CLW) as of Q1 2026, down from 124 in Q4 2025.
- Funds reported $187M of Clearwater Paper stock for Q1 2026, down 21% quarter-over-quarter.
- 21 funds opened new Clearwater Paper positions in Q1 2026 and 20 closed out, a net change of +1 holder.
- The largest Clearwater Paper buyer in Q1 2026 was Southeastern Asset Management, an estimated $2.35M added.
- The largest Clearwater Paper seller in Q1 2026 was Towle & Co, an estimated $6.08M sold.
Based on aggregated 13F filings for Q1 2026.