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1,064 hedge funds and large institutions have $13B invested in Clorox in 2023 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 385 increasing their positions, 385 reducing their positions, and 149 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more call options, than puts

Call options by funds: $422M | Put options by funds: $324M

0.18% more ownership

Funds ownership: 79.47%79.65% (+0.18%)

0% more repeat investments, than reductions

Existing positions increased: 385 | Existing positions reduced: 385

7% less funds holding

Funds holding: 1,1431,064 (-79)

17% less capital invested

Capital invested by funds: $15.6B → $13B (-$2.6B)

44% less first-time investments, than exits

New positions opened: 83 | Existing positions closed: 149

69% less funds holding in top 10

Funds holding in top 10: 134 (-9)

Holders
1,064
Holders Change
-79
Holders Change %
-6.91%
% of All Funds
16.88%
Holding in Top 10
4
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-69.23%
% of All Funds
0.06%
New
83
Increased
385
Reduced
385
Closed
149
Calls
$422M
Puts
$324M
Net Calls
+$97.2M
Net Calls Change
-$93.7M
Name Holding Trade Value Shares
Change
Change in
Stake
WPA
1026
West Paces Advisors
Georgia
$5.24K
KFI
1027
Key Financial Inc
Pennsylvania
$4.98K -$3.65K -24 -39%
PWMG
1028
Provence Wealth Management Group
California
$4.33K +$5.01K +33 New
IRC
1029
Investors Research Corp
Georgia
$4.06K
CTA
1030
Colonial Trust Advisors
South Carolina
$4.06K +$152 +1 +3%
DFA
1031
DHJJ Financial Advisors
Illinois
$3.93K +$4.56K +30 New
ITIM
1032
Indiana Trust & Investment Management
Indiana
$3.93K +$4.56K +30 New
SWA
1033
Sutton Wealth Advisors
Florida
$3.41K
WIM
1034
Westside Investment Management
California
$3.41K
AA
1035
Ancora Advisors
Ohio
$3.28K -$60.8K -400 -94%
VAG
1036
VisionPoint Advisory Group
Texas
$3.28K +$3.8K +25 New
CIA
1037
Cape Investment Advisory
Georgia
$3.18K
WAS
1038
Winch Advisory Services
Wisconsin
$3K
Fuller & Thaler Asset Management
1039
Fuller & Thaler Asset Management
California
$2.88K
RWML
1040
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$2.88K +$3.34K +22 New
DWA
1041
Delos Wealth Advisors
Texas
$2.66K
LTI
1042
Laffer Tengler Investments
Tennessee
$2.49K -$745K -4,903 -100%
JFA
1043
JNBA Financial Advisors
Minnesota
$2.1K +$2.43K +16 New
HFM
1044
Harvest Fund Management
China
$2K -$760 -5 -26%
HBW
1045
Hazlett, Burt & Watson
West Virginia
$2K +$1.82K +12 New
DF
1046
DecisionPoint Financial
Arizona
$1.97K +$2.28K +15 New
SIC
1047
SJS Investment Consulting
Ohio
$1.7K -$608 -4 -24%
CPG
1048
Cornerstone Planning Group
New Jersey
$1.7K +$1.06K +7 +117%
PWMG
1049
Prestige Wealth Management Group
New Jersey
$1.57K
RWPA
1050
Richard W. Paul & Associates
Michigan
$1.44K

CLX Hedge Fund Activity: Q3 2023 in Review

1,064 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Clorox (CLX) for Q3 2023, worth a combined $13B — down 17% from $15.6B a quarter earlier.

Sellers outnumbered buyers: 149 funds closed out of CLX and 83 opened new positions — a net loss of 66 holders — while 385 trimmed existing stakes and 385 added.

The largest buyer was D.E. Shaw & Co, adding an estimated $117M. The largest seller was Vaughan Nelson Investment Management, cutting an estimated $195M.

  • 1,064 institutional investors held Clorox (CLX) as of Q3 2023, down from 1,143 in Q2 2023.
  • Funds reported $13B of Clorox stock for Q3 2023, down 17% quarter-over-quarter.
  • 83 funds opened new Clorox positions in Q3 2023 and 149 closed out, a net change of -66 holders.
  • The largest Clorox buyer in Q3 2023 was D.E. Shaw & Co, an estimated $117M added.
  • The largest Clorox seller in Q3 2023 was Vaughan Nelson Investment Management, an estimated $195M sold.

Based on aggregated 13F filings for Q3 2023.