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Kimberly-Clark

1,026 hedge funds and large institutions have $25.1B invested in Kimberly-Clark in 2013 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 395 increasing their positions, 388 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more call options, than puts

Call options by funds: $505M | Put options by funds: $432M

1.12% more ownership

Funds ownership: 71.36%72.48% (+1.1%)

5% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 61

2% more repeat investments, than reductions

Existing positions increased: 395 | Existing positions reduced: 388

0% less funds holding

Funds holding: 1,0291,026 (-3)

1% less capital invested

Capital invested by funds: $25.5B → $25.1B (-$361M)

25% less funds holding in top 10

Funds holding in top 10: 2418 (-6)

Holders
1,026
Holders Change
-3
Holders Change %
-0.29%
% of All Funds
33.26%
Holding in Top 10
18
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-25%
% of All Funds
0.58%
New
64
Increased
395
Reduced
388
Closed
61
Calls
$505M
Puts
$432M
Net Calls
+$73.4M
Net Calls Change
+$539M
Name Holding Trade Value Shares
Change
Change in
Stake
BC
426
Burney Company
Virginia
$2.51M -$122K -1,319 -5%
AMI
427
Amica Mutual Insurance
Rhode Island
$2.51M
TFA
428
Transamerica Financial Advisors
Florida
$2.5M +$1.61M +17,410 +169%
PAM
429
Palisade Asset Management
Minnesota
$2.49M -$304K -3,286 -11%
CCM
430
Catawba Capital Management
Virginia
$2.48M -$194K -2,091 -7%
HFS
431
HL Financial Services
Kentucky
$2.48M +$151K +1,632 +6%
TCT
432
TIAA CREF Trust
Missouri
$2.46M +$140K +1,512 +6%
FNB
433
First Niagara Bank
New York
$2.44M +$3.98K +43 +0.2%
GAM
434
Garrison Asset Management
Arkansas
$2.44M +$90K +971 +4%
TWA
435
TCI Wealth Advisors
Arizona
$2.41M -$163K -1,763 -6%
RC
436
RBO & Co
California
$2.41M -$19.4K -209 -0.8%
RMA
437
Roffman Miller Associates
Pennsylvania
$2.39M +$95.7K +1,033 +4%
FMC
438
First Merchants Corp
Indiana
$2.37M -$6.3K -68 -0.3%
AC
439
Alley Company
Illinois
$2.36M +$25.2K +272 +1%
CTA
440
Colonial Trust Advisors
South Carolina
$2.35M +$2.5K +27 +0.1%
B
441
Barings
North Carolina
$2.34M -$1.06M -11,473 -31%
BC
442
Barnett & Company
Tennessee
$2.34M +$121K +1,304 +5%
TFA
443
Toth Financial Advisory
Virginia
$2.31M +$19.4K +209 +0.8%
FPA
444
Fieldpoint Private Advisors
New York
$2.3M -$391K -4,224 -14%
Zurich Cantonal Bank
445
Zurich Cantonal Bank
Switzerland
$2.28M -$120K -1,291 -5%
FB
446
Fulton Bank
Pennsylvania
$2.27M +$34K +367 +1%
GHA
447
GW Henssler & Associates
Georgia
$2.27M -$114K -1,232 -5%
NLI
448
Nippon Life Insurance
Japan
$2.25M -$1.4M -15,156 -38%
VIP
449
Vantage Investment Partners
Missouri
$2.24M +$12.2K +132 +0.5%
RC
450
Riversville Capital
Connecticut
$2.24M

KMB Hedge Fund Activity: Q3 2013 in Review

1,026 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in Kimberly-Clark (KMB) for Q3 2013, worth a combined $25.1B — down 1.4% from $25.5B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new KMB positions and 61 closed out — a net gain of 3 holders — while 395 added to existing stakes and 388 trimmed.

The largest buyer was Capital World Investors, adding an estimated $210M. The largest seller was Fidelity Investments, cutting an estimated $215M.

  • 1,026 institutional investors held Kimberly-Clark (KMB) as of Q3 2013, down from 1,029 in Q2 2013.
  • Funds reported $25.1B of Kimberly-Clark stock for Q3 2013, down 1.4% quarter-over-quarter.
  • 64 funds opened new Kimberly-Clark positions in Q3 2013 and 61 closed out, a net change of +3 holders.
  • The largest Kimberly-Clark buyer in Q3 2013 was Capital World Investors, an estimated $210M added.
  • The largest Kimberly-Clark seller in Q3 2013 was Fidelity Investments, an estimated $215M sold.

Based on aggregated 13F filings for Q3 2013.