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Kimberly-Clark

1,134 hedge funds and large institutions have $28.8B invested in Kimberly-Clark in 2014 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 392 increasing their positions, 479 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 45

44% more funds holding in top 10

Funds holding in top 10: 1623 (+7)

31% more call options, than puts

Call options by funds: $281M | Put options by funds: $214M

1% more funds holding

Funds holding: 1,1201,134 (+14)

4% more capital invested

Capital invested by funds: $27.6B → $28.8B (+$1.2B)

0.28% less ownership

Funds ownership: 72.08%71.8% (-0.28%)

18% less repeat investments, than reductions

Existing positions increased: 392 | Existing positions reduced: 479

Holders
1,134
Holders Change
+14
Holders Change %
+1.25%
% of All Funds
32.76%
Holding in Top 10
23
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+43.75%
% of All Funds
0.66%
New
68
Increased
392
Reduced
479
Closed
45
Calls
$281M
Puts
$214M
Net Calls
+$67.2M
Net Calls Change
+$147M
Name Holding Trade Value Shares
Change
Change in
Stake
Diamond Hill Capital Management
26
Diamond Hill Capital Management
Ohio
$220M +$2.45M +23,650 +1%
MAA
27
Managed Account Advisors
New Jersey
$216M +$7.79M +75,250 +4%
UBS AM
28
UBS AM
Illinois
$213M +$44.6M +430,339 +27%
Legal & General Group
29
Legal & General Group
United Kingdom
$204M -$622K -6,006 -0.3%
Goldman Sachs
30
Goldman Sachs
New York
$189M -$21.3M -205,392 -10%
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$189M -$4.41M -42,572 -2%
TCIM
32
TIAA CREF Investment Management
New York
$189M -$639K -6,176 -0.3%
BIM
33
BlackRock Investment Management
Delaware
$175M -$5.52M -53,305 -3%
AQR Capital Management
34
AQR Capital Management
Connecticut
$172M +$7.42M +71,646 +5%
LBA
35
Letko, Brosseau & Associates
Quebec, Canada
$161M -$5.37M -51,842 -3%
SCCM
36
Schafer Cullen Capital Management
New York
$159M -$3.25M -31,383 -2%
RRAM
37
River Road Asset Management
Kentucky
$149M +$2.58M +24,934 +2%
EIP
38
Epoch Investment Partners
New York
$143M +$4.3M +41,569 +3%
Schroder Investment Management Group
39
Schroder Investment Management Group
United Kingdom
$142M +$30.2M +291,273 +28%
HSBC Holdings
40
HSBC Holdings
United Kingdom
$139M -$24.5M -236,395 -15%
California Public Employees Retirement System
41
California Public Employees Retirement System
California
$139M +$5.56M +53,659 +4%
Luther King Capital Management (LKCM)
42
Luther King Capital Management (LKCM)
Texas
$127M +$2.86M +27,578 +2%
BlackRock
43
BlackRock
New York
$127M -$403K -3,890 -0.3%
Grantham, Mayo, Van Otterloo & Co (GMO)
44
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$125M -$67.3M -650,327 -35%
ABC
45
Associated Banc-Corp
Wisconsin
$125M -$107K -1,037 -0.1%
Swiss National Bank
46
Swiss National Bank
Switzerland
$124M -$1.75M -16,896 -1%
Wellington Management Group
47
Wellington Management Group
Massachusetts
$123M +$14.7M +142,371 +14%
New York State Common Retirement Fund
48
New York State Common Retirement Fund
New York
$122M -$1.04M -10,013 -0.9%
SP
49
Sarasin & Partners
United Kingdom
$120M +$39.1M +377,567 +50%
Deutsche Bank
50
Deutsche Bank
Germany
$119M -$20.9M -201,483 -15%

KMB Hedge Fund Activity: Q1 2014 in Review

1,134 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Kimberly-Clark (KMB) for Q1 2014, worth a combined $28.8B — up 4.3% from $27.6B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new KMB positions and 45 closed out — a net gain of 23 holders — while 392 added to existing stakes and 479 trimmed.

The largest buyer was VOYA Investment Management, adding an estimated $253M. The largest seller was Capital World Investors, cutting an estimated $282M.

  • 1,134 institutional investors held Kimberly-Clark (KMB) as of Q1 2014, up from 1,120 in Q4 2013.
  • Funds reported $28.8B of Kimberly-Clark stock for Q1 2014, up 4.3% quarter-over-quarter.
  • 68 funds opened new Kimberly-Clark positions in Q1 2014 and 45 closed out, a net change of +23 holders.
  • The largest Kimberly-Clark buyer in Q1 2014 was VOYA Investment Management, an estimated $253M added.
  • The largest Kimberly-Clark seller in Q1 2014 was Capital World Investors, an estimated $282M sold.

Based on aggregated 13F filings for Q1 2014.