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Kimberly-Clark

1,268 hedge funds and large institutions have $31.2B invested in Kimberly-Clark in 2016 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 441 increasing their positions, 517 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.03% more ownership

Funds ownership: 69.41%69.44% (+0.03%)

2% less funds holding

Funds holding: 1,2981,268 (-30)

9% less capital invested

Capital invested by funds: $34.4B → $31.2B (-$3.22B)

15% less repeat investments, than reductions

Existing positions increased: 441 | Existing positions reduced: 517

21% less first-time investments, than exits

New positions opened: 57 | Existing positions closed: 72

27% less call options, than puts

Call options by funds: $201M | Put options by funds: $276M

58% less funds holding in top 10

Funds holding in top 10: 3314 (-19)

Holders
1,268
Holders Change
-30
Holders Change %
-2.31%
% of All Funds
33.83%
Holding in Top 10
14
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-57.58%
% of All Funds
0.37%
New
57
Increased
441
Reduced
517
Closed
72
Calls
$201M
Puts
$276M
Net Calls
-$75M
Net Calls Change
+$2.25M
Name Holding Trade Value Shares
Change
Change in
Stake
AAMU
26
Amundi Asset Management US
Massachusetts
$225M +$12.3M +95,305 +6%
AllianceBernstein
27
AllianceBernstein
Tennessee
$221M +$5.7M +44,040 +3%
AI
28
Analytic Investors
California
$221M +$36.9M +285,646 +20%
Charles Schwab
29
Charles Schwab
California
$199M +$12.3M +94,954 +6%
Fidelity Investments
30
Fidelity Investments
Massachusetts
$193M +$17M +131,274 +9%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$193M +$23.4M +180,711 +13%
Two Sigma Advisers
32
Two Sigma Advisers
New York
$177M +$43.7M +337,699 +32%
Arrowstreet Capital
33
Arrowstreet Capital
Massachusetts
$171M +$114M +882,118 +185%
Swiss National Bank
34
Swiss National Bank
Switzerland
$171M -$2.7M -20,900 -2%
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$169M -$12.7M -98,040 -7%
Luther King Capital Management (LKCM)
36
Luther King Capital Management (LKCM)
Texas
$164M -$892K -6,893 -0.5%
APG Asset Management
37
APG Asset Management
Netherlands
$159M -$68.4M -528,600 -29%
RJA
38
Raymond James & Associates
Florida
$156M +$18.9M +146,272 +13%
Adage Capital Partners
39
Adage Capital Partners
Massachusetts
$152M -$40.2M -311,000 -20%
Prudential Financial
40
Prudential Financial
New Jersey
$152M +$42.2M +326,166 +37%
BlackRock
41
BlackRock
New York
$149M +$4.34M +33,581 +3%
Deutsche Bank
42
Deutsche Bank
Germany
$142M +$10.1M +77,816 +7%
Lord, Abbett & Co
43
Lord, Abbett & Co
New Jersey
$140M +$5.6M +43,300 +4%
Schroder Investment Management Group
44
Schroder Investment Management Group
United Kingdom
$135M +$29.1M +224,958 +27%
IFP
45
Independent Franchise Partners
United Kingdom
$135M +$9.69M +74,955 +8%
Sumitomo Mitsui Trust Group
46
Sumitomo Mitsui Trust Group
Japan
$134M +$1.01M +7,776 +0.7%
ABC
47
Associated Banc-Corp
Wisconsin
$131M -$4.99M -38,609 -4%
UBS AM
48
UBS AM
Illinois
$129M +$504K +3,895 +0.4%
SP
49
Sarasin & Partners
United Kingdom
$127M -$7.77M -60,039 -6%
Two Sigma Investments
50
Two Sigma Investments
New York
$125M +$74.1M +573,204 +136%

KMB Hedge Fund Activity: Q3 2016 in Review

1,268 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Kimberly-Clark (KMB) for Q3 2016, worth a combined $31.2B — down 9.4% from $34.4B a quarter earlier.

Sellers outnumbered buyers: 72 funds closed out of KMB and 57 opened new positions — a net loss of 15 holders — while 517 trimmed existing stakes and 441 added.

The largest buyer was Vanguard Group, adding an estimated $144M. The largest seller was Capital World Investors, cutting an estimated $272M.

  • 1,268 institutional investors held Kimberly-Clark (KMB) as of Q3 2016, down from 1,298 in Q2 2016.
  • Funds reported $31.2B of Kimberly-Clark stock for Q3 2016, down 9.4% quarter-over-quarter.
  • 57 funds opened new Kimberly-Clark positions in Q3 2016 and 72 closed out, a net change of -15 holders.
  • The largest Kimberly-Clark buyer in Q3 2016 was Vanguard Group, an estimated $144M added.
  • The largest Kimberly-Clark seller in Q3 2016 was Capital World Investors, an estimated $272M sold.

Based on aggregated 13F filings for Q3 2016.