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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
EWM
701
Empirical Wealth Management
Washington
$388K +$3.75K +25 +1%
BHWM
702
Bar Harbor Wealth Management
New Hampshire
$387K -$33.7K -225 -8%
CT
703
Coastline Trust
Rhode Island
$385K
CCG
704
Cypress Capital Group
Florida
$382K +$30K +200 +9%
SC
705
Savant Capital
Illinois
$382K +$76.9K +513 +27%
MYIA
706
Mount Yale Investment Advisors
Colorado
$381K -$16.3K -109 -4%
CAM
707
Cresset Asset Management
Illinois
$380K +$360K +2,402 New
PBC
708
Pavion Blue Capital
California
$380K
HPC
709
HM Payson & Co
Maine
$379K
BSB
710
Bangor Savings Bank
Maine
$378K
HBT
711
Hills Bank & Trust
Iowa
$377K -$4.05K -27 -1%
AR
712
Apeiron RIA
Texas
$375K -$7.2K -48 -2%
CANY
713
Caxton Associates (New York)
New York
$373K +$354K +2,359 New
PCA
714
Pallas Capital Advisors
Massachusetts
$373K
TSS
715
Two Sigma Securities
New York
$373K -$97.5K -650 -22%
TA
716
TrueWealth Advisors
Alabama
$372K +$300 +2 +0.1%
APP
717
Avantax Planning Partners
Iowa
$371K
SWM
718
Spire Wealth Management
Virginia
$368K -$2.85K -19 -0.8%
GIA
719
Guyasuta Investment Advisors
Pennsylvania
$368K
PMFA
720
Plante Moran Financial Advisors
Michigan
$366K +$150 +1 +0%
FPCP
721
Fort Point Capital Partners
California
$365K +$346K +2,306 New
CMI
722
Clare Market Investments
Texas
$362K -$13K -87 -4%
GWM
723
Geneos Wealth Management
Colorado
$361K -$22.6K -151 -6%
CPWA
724
Cerro Pacific Wealth Advisors
California
$361K +$27.6K +184 +9%
VFA
725
Valeo Financial Advisors
Indiana
$361K -$11.2K -75 -3%

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.