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1,143 hedge funds and large institutions have $15.6B invested in Clorox in 2023 Q2 according to their latest regulatory filings, with 107 funds opening new positions, 368 increasing their positions, 439 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more call options, than puts

Call options by funds: $371M | Put options by funds: $181M

15% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 93

0% more funds holding

Funds holding: 1,1391,143 (+4)

1% less capital invested

Capital invested by funds: $15.8B → $15.6B (-$202M)

1.45% less ownership

Funds ownership: 80.93%79.47% (-1.5%)

16% less repeat investments, than reductions

Existing positions increased: 368 | Existing positions reduced: 439

28% less funds holding in top 10

Funds holding in top 10: 1813 (-5)

Holders
1,143
Holders Change
+4
Holders Change %
+0.35%
% of All Funds
17.95%
Holding in Top 10
13
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-27.78%
% of All Funds
0.2%
New
107
Increased
368
Reduced
439
Closed
93
Calls
$371M
Puts
$181M
Net Calls
+$191M
Net Calls Change
+$13.7M
Name Holding Trade Value Shares
Change
Change in
Stake
TA
726
TrueWealth Advisors
Alabama
$376K +$2.74K +17 +0.7%
BFC
727
Bedel Financial Consulting
Indiana
$375K +$170K +1,055 +81%
APP
728
Avantax Planning Partners
Iowa
$373K
MFG
729
Merit Financial Group
Georgia
$372K +$136K +841 +56%
HBT
730
Hills Bank & Trust
Iowa
$371K -$8.06K -50 -2%
SC
731
Searle & Co
Connecticut
$371K
SFI
732
SPC Financial Inc
Maryland
$367K +$72.6K +450 +24%
PMFA
733
Plante Moran Financial Advisors
Michigan
$366K -$1.13K -7 -0.3%
BHWM
734
Bar Harbor Wealth Management
New Hampshire
$365K -$24K -149 -6%
CAM
735
Cubic Asset Management
Massachusetts
$363K
AIS
736
AM Investment Strategies
Tennessee
$362K -$29.5K -183 -7%
HFAS
737
Hummer Financial Advisory Services
Illinois
$362K
UAML
738
US Asset Management LLC
Pennsylvania
$360K
NICM
739
Neo Ivy Capital Management
New York
$359K +$364K +2,259 New
FNBOMD
740
First National Bank of Mount Dora
Florida
$357K -$53.5K -332 -13%
DF
741
Donoghue Forlines
Massachusetts
$356K +$132K +816 +57%
PCA
742
Prosperity Capital Advisors
Ohio
$356K -$1.29K -8 -0.4%
WG
743
Welch Group
Alabama
$354K -$48.4K -300 -12%
DWM
744
Dakota Wealth Management
Florida
$350K +$147K +912 +71%
SMH
745
Sanders Morris Harris
Texas
$350K +$352K +2,183 New
SS
746
Sunbelt Securities
Texas
$348K -$12.9K -80 -4%
VHAM
747
Van Hulzen Asset Management
California
$348K -$3.94M -24,406 -92%
IAS
748
Insigneo Advisory Services
Florida
$346K +$350K +2,173 New
TAM
749
Tucker Asset Management
Colorado
$345K +$290K +1,800 +488%
BPWM
750
Badgley Phelps Wealth Managers
Washington
$344K -$8.06K -50 -2%

CLX Hedge Fund Activity: Q2 2023 in Review

1,143 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Clorox (CLX) for Q2 2023, worth a combined $15.6B — down 1.3% from $15.8B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new CLX positions and 93 closed out — a net gain of 14 holders — while 368 added to existing stakes and 439 trimmed.

The largest buyer was Two Sigma Investments, adding an estimated $113M. The largest seller was Wells Fargo, cutting an estimated $326M.

  • 1,143 institutional investors held Clorox (CLX) as of Q2 2023, up from 1,139 in Q1 2023.
  • Funds reported $15.6B of Clorox stock for Q2 2023, down 1.3% quarter-over-quarter.
  • 107 funds opened new Clorox positions in Q2 2023 and 93 closed out, a net change of +14 holders.
  • The largest Clorox buyer in Q2 2023 was Two Sigma Investments, an estimated $113M added.
  • The largest Clorox seller in Q2 2023 was Wells Fargo, an estimated $326M sold.

Based on aggregated 13F filings for Q2 2023.