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Kimberly-Clark

1,143 hedge funds and large institutions have $29B invested in Kimberly-Clark in 2014 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 454 increasing their positions, 424 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 44

17% more call options, than puts

Call options by funds: $229M | Put options by funds: $196M

7% more repeat investments, than reductions

Existing positions increased: 454 | Existing positions reduced: 424

1% more funds holding

Funds holding: 1,1341,143 (+9)

1% more capital invested

Capital invested by funds: $28.8B → $29B (+$160M)

0.09% more ownership

Funds ownership: 71.8%71.89% (+0.09%)

17% less funds holding in top 10

Funds holding in top 10: 2319 (-4)

Holders
1,143
Holders Change
+9
Holders Change %
+0.79%
% of All Funds
32.84%
Holding in Top 10
19
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-17.39%
% of All Funds
0.55%
New
59
Increased
454
Reduced
424
Closed
44
Calls
$229M
Puts
$196M
Net Calls
+$33M
Net Calls Change
-$34.3M
Name Holding Trade Value Shares
Change
Change in
Stake
HPC
476
HM Payson & Co
Maine
$2.41M +$65.3K +614 +3%
FFSOTS
477
Fiduciary Financial Services of The Southwest
Texas
$2.4M +$64.5K +607 +3%
RT
478
Rockland Trust
Massachusetts
$2.4M -$251K -2,363 -10%
GA
479
Geneva Advisors
Illinois
$2.39M +$40.3K +379 +2%
WPC
480
Waters Parkerson & Co
Louisiana
$2.37M +$531 +5 +0%
BT
481
Beacon Trust
New Jersey
$2.37M -$235K -2,211 -9%
EWM
482
Endurance Wealth Management
Rhode Island
$2.34M +$103K +966 +5%
WTNA
483
Wilmington Trust National Association
Delaware
$2.33M +$245K +2,309 +12%
NLI
484
Nippon Life Insurance
Japan
$2.31M +$28.1K +264 +1%
OC
485
Oppenheimer & Co
New York
$2.31M +$153K +1,438 +7%
CAM
486
Carret Asset Management
New York
$2.31M -$44.4K -418 -2%
RC
487
RBO & Co
California
$2.26M -$280K -2,631 -11%
Creative Planning
488
Creative Planning
Kansas
$2.26M +$7.65K +72 +0.3%
LSA
489
L & S Advisors
California
$2.23M +$2.22M +20,885 New
BC
490
Burney Company
Virginia
$2.21M -$212K -1,998 -9%
SCM
491
Schnieders Capital Management
California
$2.21M +$256K +2,409 +13%
Envestnet Asset Management
492
Envestnet Asset Management
Illinois
$2.2M +$31.8K +299 +1%
BPC
493
Banque Pictet & Cie
Switzerland
$2.2M -$81.2K -764 -4%
SCM
494
Shelton Capital Management
Colorado
$2.19M
CIC
495
Crawford Investment Counsel
Georgia
$2.17M +$7.12K +67 +0.3%
PNC
496
Park National Corp
Ohio
$2.16M -$37.7K -355 -2%
ACM
497
Aviance Capital Management
Florida
$2.16M +$520K +4,896 +32%
OCG
498
Opus Capital Group
Ohio
$2.15M -$4.46K -42 -0.2%
VKH
499
Virtu KCG Holdings
New York
$2.14M -$2.34M -21,985 -52%
BIC
500
Beach Investment Counsel
Pennsylvania
$2.13M

KMB Hedge Fund Activity: Q2 2014 in Review

1,143 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in Kimberly-Clark (KMB) for Q2 2014, worth a combined $29B — up 0.55% from $28.8B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new KMB positions and 44 closed out — a net gain of 15 holders — while 454 added to existing stakes and 424 trimmed.

The largest buyer was Norges Bank, adding an estimated $312M. The largest seller was Capital World Investors, cutting an estimated $1.11B.

  • 1,143 institutional investors held Kimberly-Clark (KMB) as of Q2 2014, up from 1,134 in Q1 2014.
  • Funds reported $29B of Kimberly-Clark stock for Q2 2014, up 0.55% quarter-over-quarter.
  • 59 funds opened new Kimberly-Clark positions in Q2 2014 and 44 closed out, a net change of +15 holders.
  • The largest Kimberly-Clark buyer in Q2 2014 was Norges Bank, an estimated $312M added.
  • The largest Kimberly-Clark seller in Q2 2014 was Capital World Investors, an estimated $1.11B sold.

Based on aggregated 13F filings for Q2 2014.