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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
AWM
1001
Accel Wealth Management
Iowa
$72.5K +$150 +1 +0.2%
MPWT
1002
MassMutual Private Wealth & Trust
Connecticut
$71.2K +$20.4K +136 +43%
CCM
1003
Carderock Capital Management
Maryland
$71.2K +$67.5K +450 New
CSB
1004
City State Bank
Iowa
$71K -$7.5K -50 -10%
BLC
1005
Brown, Lisle/Cummings
Rhode Island
$69.3K
AAS
1006
Ameritas Advisory Services
Nebraska
$67.6K +$62.7K +418 New
AA
1007
Ancora Advisors
Ohio
$67.3K
APC
1008
Aspire Private Capital
North Carolina
$66.6K +$6.45K +43 +11%
WIM
1009
WealthPlan Investment Management
Nebraska
$64.1K +$60.7K +405 New
Kayne Anderson Rudnick Investment Management
1010
Kayne Anderson Rudnick Investment Management
California
$63.8K
LFG
1011
Larson Financial Group
Missouri
$61.3K +$300 +2 +0.5%
FFC
1012
First Financial Corp
Indiana
$59.3K
TAM
1013
Tucker Asset Management
Colorado
$58.4K +$55.2K +368 +36,800%
JFGIW
1014
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$58.1K +$55K +367 New
CA
1015
Crewe Advisors
Utah
$56.2K +$53.2K +355 New
GWSG
1016
GPS Wealth Strategies Group
Colorado
$56K +$53.1K +354 New
RDIA
1017
RE Dickinson Investment Advisors
Iowa
$55K
PA
1018
PSI Advisors
Florida
$54.9K
SC
1019
SouthState Corp
Florida
$54.8K -$75K -500 -59%
HCP
1020
Hexagon Capital Partners
Arkansas
$54.4K -$5.55K -37 -10%
PB
1021
Pinnacle Bancorp
Nebraska
$52.2K
ST
1022
Smithfield Trust
Pennsylvania
$51K
BWM
1023
BerganKDV Wealth Management
Minnesota
$49.1K +$4.35K +29 +10%
LF
1024
Lee Financial
Texas
$47.5K -$300 -2 -0.7%
TC
1025
Trust Company
Kansas
$47.5K

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.