We are live on ! Find out more
KMB icon

Kimberly-Clark

1,269 hedge funds and large institutions have $31.6B invested in Kimberly-Clark in 2015 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 432 increasing their positions, 497 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more first-time investments, than exits

New positions opened: 137 | Existing positions closed: 56

65% more funds holding in top 10

Funds holding in top 10: 2338 (+15)

19% more call options, than puts

Call options by funds: $243M | Put options by funds: $204M

17% more capital invested

Capital invested by funds: $27.1B → $31.6B (+$4.54B)

6% more funds holding

Funds holding: 1,1961,269 (+73)

0.09% more ownership

Funds ownership: 68.26%68.35% (+0.09%)

13% less repeat investments, than reductions

Existing positions increased: 432 | Existing positions reduced: 497

Holders
1,269
Holders Change
+73
Holders Change %
+6.1%
% of All Funds
33.29%
Holding in Top 10
38
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+65.22%
% of All Funds
1%
New
137
Increased
432
Reduced
497
Closed
56
Calls
$243M
Puts
$204M
Net Calls
+$39M
Net Calls Change
+$32.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Rafferty Asset Management
476
Rafferty Asset Management
New York
$2.78M +$2.58M +21,467 New
IIM
477
Intact Investment Management
Quebec, Canada
$2.77M -$2.86M -23,800 -52%
CC
478
Courier Capital
New York
$2.77M -$82.6K -688 -3%
LMGAM
479
Liberty Mutual Group Asset Management
Massachusetts
$2.77M +$41.8K +348 +2%
EHC
480
Everett Harris & Co
California
$2.75M -$72K -600 -3%
HPC
481
HM Payson & Co
Maine
$2.74M +$93.4K +778 +4%
SFWA
482
Summit Financial Wealth Advisors
Louisiana
$2.73M +$248K +2,064 +11%
SCM
483
Schnieders Capital Management
California
$2.71M -$4.32K -36 -0.2%
ISB
484
Iowa State Bank
Iowa
$2.69M +$34.8K +290 +1%
RT
485
Rockland Trust
Massachusetts
$2.66M +$72.6K +605 +3%
CB
486
Chemical Bank
Michigan
$2.63M -$299K -2,487 -11%
HIM
487
Harbour Investment Management
Washington
$2.62M -$24K -200 -1%
BC
488
Burney Company
Virginia
$2.6M +$34.2K +285 +1%
FFSOTS
489
Fiduciary Financial Services of The Southwest
Texas
$2.6M -$8.04K -67 -0.3%
GLRA
490
Gerald L. Ray & Associates
Texas
$2.6M +$382K +3,180 +18%
DnB Asset Management
491
DnB Asset Management
Norway
$2.59M -$120K -1,000 -5%
GA
492
Geneva Advisors
Illinois
$2.54M +$62.3K +519 +3%
SCM
493
Shelton Capital Management
Colorado
$2.54M +$24K +200 +1%
EA
494
Euclid Advisors
Connecticut
$2.53M +$2.39M +19,880 New
CIA
495
Covington Investment Advisors
Pennsylvania
$2.52M -$47.4K -395 -2%
BIC
496
Beach Investment Counsel
Pennsylvania
$2.51M -$6K -50 -0.3%
KPCM
497
Kings Point Capital Management
New York
$2.51M +$153K +1,272 +7%
BG
498
Bollard Group
Massachusetts
$2.51M +$17.6K +147 +0.8%
WPC
499
Waters Parkerson & Co
Louisiana
$2.5M -$14.2K -118 -0.6%
1832 Asset Management
500
1832 Asset Management
Ontario, Canada
$2.47M +$1.63M +13,572 +245%

KMB Hedge Fund Activity: Q4 2015 in Review

1,269 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Kimberly-Clark (KMB) for Q4 2015, worth a combined $31.6B — up 17% from $27.1B a quarter earlier.

Buyers outnumbered sellers: 137 funds opened new KMB positions and 56 closed out — a net gain of 81 holders — while 432 added to existing stakes and 497 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $433M. The largest seller was Capital World Investors, cutting an estimated $269M.

  • 1,269 institutional investors held Kimberly-Clark (KMB) as of Q4 2015, up from 1,196 in Q3 2015.
  • Funds reported $31.6B of Kimberly-Clark stock for Q4 2015, up 17% quarter-over-quarter.
  • 137 funds opened new Kimberly-Clark positions in Q4 2015 and 56 closed out, a net change of +81 holders.
  • The largest Kimberly-Clark buyer in Q4 2015 was JP Morgan Chase, an estimated $433M added.
  • The largest Kimberly-Clark seller in Q4 2015 was Capital World Investors, an estimated $269M sold.

Based on aggregated 13F filings for Q4 2015.