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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
JWA
1051
JFS Wealth Advisors
Pennsylvania
$26.9K +$1.2K +8 +5%
JGIA
1052
Jackson Grant Investment Advisers
Connecticut
$26.6K -$4.2K -28 -14%
Commonwealth Equity Services
1053
Commonwealth Equity Services
Massachusetts
$26.6K +$513K +3,422 +2%
SCA
1054
Stonebridge Capital Advisors
Minnesota
$25.6K -$3.75K -25 -13%
IHWM
1055
Iron Horse Wealth Management
Iowa
$24.5K
LS
1056
Livforsakringsbolaget Skandia
Sweden
$23.9K
GFWA
1057
Grey Fox Wealth Advisors
Delaware
$23.7K
EWP
1058
Elevation Wealth Partners
California
$22.9K +$21.7K +145 New
NFSG
1059
Newbridge Financial Services Group
Florida
$21.2K
AWM
1060
Atticus Wealth Management
Florida
$21.2K -$15K -100 -43%
CWA
1061
Clearview Wealth Advisors
Oregon
$21K +$150 +1 +0.8%
PFSC
1062
Peoples Financial Services Corp
Pennsylvania
$19.8K
OA
1063
Operose Advisors
Wisconsin
$19.5K
SWM
1064
Sugarloaf Wealth Management
Georgia
$19.3K
FMP
1065
Financial Management Professionals
Texas
$19K +$15K +100 +556%
NC
1066
NewSquare Capital
Pennsylvania
$18.7K
MA
1067
MCF Advisors
Kentucky
$17.4K
HWA
1068
HHM Wealth Advisors
Tennessee
$17.4K +$16.5K +110 New
Loomis, Sayles & Company
1069
Loomis, Sayles & Company
Massachusetts
$17K -$20.7K -138 -56%
HS
1070
Horan Securities
United States
$16.8K -$2.4K -16 -13%
KC
1071
Kenfarb & Co
Kentucky
$16.5K
ADL
1072
Asset Dedication LLC
California
$16K -$5.55K -37 -27%
HDIM
1073
Hanson & Doremus Investment Management
Vermont
$16K
SA
1074
SRH Advisors
Kansas
$16K
BHWM
1075
Beaird Harris Wealth Management
Texas
$15.8K -$5.25K -35 -26%

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.