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1,139 hedge funds and large institutions have $15.8B invested in Clorox in 2023 Q1 according to their latest regulatory filings, with 134 funds opening new positions, 390 increasing their positions, 401 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more funds holding in top 10

Funds holding in top 10: 818 (+10)

83% more call options, than puts

Call options by funds: $389M | Put options by funds: $212M

72% more first-time investments, than exits

New positions opened: 134 | Existing positions closed: 78

8% more capital invested

Capital invested by funds: $14.7B → $15.8B (+$1.16B)

3% more funds holding

Funds holding: 1,1071,139 (+32)

0.26% less ownership

Funds ownership: 81.18%80.93% (-0.26%)

3% less repeat investments, than reductions

Existing positions increased: 390 | Existing positions reduced: 401

Holders
1,139
Holders Change
+32
Holders Change %
+2.89%
% of All Funds
18.15%
Holding in Top 10
18
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+125%
% of All Funds
0.29%
New
134
Increased
390
Reduced
401
Closed
78
Calls
$389M
Puts
$212M
Net Calls
+$177M
Net Calls Change
+$164M
Name Holding Trade Value Shares
Change
Change in
Stake
OWM
676
Opes Wealth Management
California
$423K +$401K +2,671 New
BL
677
Balentine LLC
Georgia
$422K -$114K -761 -22%
SW
678
SVB Wealth
Massachusetts
$422K +$21.4K +143 +6%
EM
679
Excalibur Management
Massachusetts
$420K -$11.2K -75 -3%
CAM
680
Carret Asset Management
New York
$416K
GFG
681
Goldstone Financial Group
Illinois
$416K +$394K +2,626 New
RA
682
RFG Advisory
Alabama
$413K +$1.35K +9 +0.3%
BWP
683
Baldwin Wealth Partners
Massachusetts
$412K
MHIC
684
Marble Harbor Investment Counsel
Massachusetts
$411K
BFA
685
Bragg Financial Advisors
North Carolina
$411K
IPW
686
Inlet Private Wealth
Florida
$410K
FNBOMD
687
First National Bank of Mount Dora
Florida
$408K -$9.3K -62 -2%
IWN
688
Independent Wealth Network
Iowa
$407K +$600 +4 +0.2%
SC
689
Searle & Co
Connecticut
$405K
SCM
690
Schnieders Capital Management
California
$404K
PFM
691
Parsec Financial Management
North Carolina
$401K +$60.6K +404 +19%
FH
692
FWG Holdings
Florida
$400K +$379K +2,527 New
MWM
693
Modera Wealth Management
New Jersey
$400K +$120K +800 +46%
WG
694
Welch Group
Alabama
$400K
Lido Advisors
695
Lido Advisors
California
$396K +$30.9K +206 +9%
AWM
696
Apollon Wealth Management
South Carolina
$393K +$16.8K +112 +5%
CCG
697
Coastwise Capital Group
California
$393K +$14.7K +98 +4%
6F
698
626 Financial
Michigan
$390K
PP
699
Paloma Partners
Connecticut
$389K +$369K +2,461 New
AIS
700
AM Investment Strategies
Tennessee
$389K -$21.1K -141 -5%

CLX Hedge Fund Activity: Q1 2023 in Review

1,139 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Clorox (CLX) for Q1 2023, worth a combined $15.8B — up 7.9% from $14.7B a quarter earlier.

Buyers outnumbered sellers: 134 funds opened new CLX positions and 78 closed out — a net gain of 56 holders — while 390 added to existing stakes and 401 trimmed.

The largest buyer was Palestra Capital Management, opening a new position worth an estimated $89.1M. The largest seller was Federated Hermes, cutting an estimated $121M.

  • 1,139 institutional investors held Clorox (CLX) as of Q1 2023, up from 1,107 in Q4 2022.
  • Funds reported $15.8B of Clorox stock for Q1 2023, up 7.9% quarter-over-quarter.
  • 134 funds opened new Clorox positions in Q1 2023 and 78 closed out, a net change of +56 holders.
  • The largest Clorox buyer in Q1 2023 was Palestra Capital Management, an estimated $89.1M added.
  • The largest Clorox seller in Q1 2023 was Federated Hermes, an estimated $121M sold.

Based on aggregated 13F filings for Q1 2023.