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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
LWP
801
Lumature Wealth Partners
Georgia
$282K +$7.05K +47 +3%
KWM
802
KFG Wealth Management
Indiana
$281K +$265K +1,769 New
MG
803
Mather Group
Illinois
$281K +$266K +1,774 New
ISL
804
Ingalls & Snyder LLC
New York
$279K +$46K +307 +21%
AWE
805
Avidian Wealth Enterprises
Texas
$279K +$264K +1,760 New
T
806
TRUADVICE
Florida
$277K +$251K +1,673 New
PWM
807
Perigon Wealth Management
California
$276K -$1.05K -7 -0.4%
FWP
808
FAS Wealth Partners
Kansas
$274K +$10.9K +73 +4%
GCP
809
GSA Capital Partners
United Kingdom
$274K +$260K +1,734 New
PFO
810
Pathstone Family Office
New Jersey
$272K -$124K -824 -32%
HBWM
811
Hollow Brook Wealth Management
New York
$271K
WJWM
812
Williams Jones Wealth Management
New York
$271K
CP
813
Camelot Portfolios
Ohio
$269K -$10.6K -71 -4%
WKSWA
814
White Knight Strategic Wealth Advisors
New Jersey
$268K +$254K +1,694 New
FA
815
Faithward Advisors
Pennsylvania
$268K +$237K +1,581 New
IIA
816
Integral Investment Advisors
California
$268K +$6K +40 +2%
IFG
817
Independent Financial Group
California
$266K -$7.2K -48 -3%
NAM
818
NorthCrest Asset Manangement
Minnesota
$266K +$252K +1,680 New
SA
819
SL Advisors
New Jersey
$265K -$10.2K -68 -4%
IIM
820
InTrack Investment Management
Vermont
$265K +$255K +1,700 New
DWT
821
Dorsey & Whitney Trust
South Dakota
$264K +$18K +120 +8%
CCB
822
Country Club Bank
Missouri
$263K
MMG
823
Monetary Management Group
Missouri
$261K -$30K -200 -11%
BC
824
Bartlett & Co
Ohio
$261K
CGL
825
Clarius Group LLC
Washington
$261K +$5.85K +39 +2%

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.