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Kimberly-Clark

1,310 hedge funds and large institutions have $30B invested in Kimberly-Clark in 2017 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 476 increasing their positions, 516 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more call options, than puts

Call options by funds: $410M | Put options by funds: $223M

1.3% more ownership

Funds ownership: 70.78%72.08% (+1.3%)

1% less first-time investments, than exits

New positions opened: 70 | Existing positions closed: 71

8% less repeat investments, than reductions

Existing positions increased: 476 | Existing positions reduced: 516

1% less funds holding

Funds holding: 1,3241,310 (-14)

8% less capital invested

Capital invested by funds: $32.5B → $30B (-$2.47B)

44% less funds holding in top 10

Funds holding in top 10: 169 (-7)

Holders
1,310
Holders Change
-14
Holders Change %
-1.06%
% of All Funds
32.65%
Holding in Top 10
9
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-43.75%
% of All Funds
0.22%
New
70
Increased
476
Reduced
516
Closed
71
Calls
$410M
Puts
$223M
Net Calls
+$188M
Net Calls Change
-$73.5M
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
476
Allen Investment Management
New York
$2.48M +$57.2K +468 +2%
Daiwa Securities Group
477
Daiwa Securities Group
Japan
$2.48M -$460K -3,766 -15%
CIC
478
Crawford Investment Counsel
Georgia
$2.47M -$18.3K -150 -0.7%
BBA
479
BLB&B Advisors
Pennsylvania
$2.46M +$74.7K +612 +3%
RWA
480
Ropes Wealth Advisors
Massachusetts
$2.44M -$45.8K -375 -2%
CCM
481
Catawba Capital Management
Virginia
$2.44M -$731K -5,989 -22%
RG
482
Rathbones Group
United Kingdom
$2.44M -$144K -1,177 -5%
SCA
483
Sage Capital Advisors
South Dakota
$2.41M -$9.53K -78 -0.4%
CONA
484
Capital One National Association
New York
$2.37M -$149K -1,222 -6%
NERM
485
New England Research & Management
Illinois
$2.36M -$12.2K -100 -0.5%
AC
486
Alley Company
Illinois
$2.35M +$81.6K +668 +3%
GLRA
487
Gerald L. Ray & Associates
Texas
$2.35M -$30.5K -250 -1%
SIM
488
Sonora Investment Management
Arizona
$2.34M +$377K +3,085 +18%
GC
489
Grace Capital
Massachusetts
$2.32M -$986K -8,073 -29%
CIA
490
Covington Investment Advisors
Pennsylvania
$2.32M -$61.1K -500 -2%
BFM
491
Boston Financial Management
Massachusetts
$2.31M -$96.2K -788 -4%
AMI
492
Amica Mutual Insurance
Rhode Island
$2.27M
PWW
493
Pettyjohn Wood & White
Virginia
$2.27M -$36.6K -300 -2%
FM
494
Foster & Motley
Ohio
$2.26M -$355K -2,908 -13%
WPC
495
Waters Parkerson & Co
Louisiana
$2.26M -$35K -287 -1%
CAM
496
Cypress Asset Management
Texas
$2.24M -$4.92M -40,280 -68%
EHC
497
Everett Harris & Co
California
$2.23M -$114K -935 -5%
SLAM
498
Swiss Life Asset Management
$2.23M -$487K -3,984 -17%
HIM
499
Harbour Investment Management
Washington
$2.23M
BIC
500
Beach Investment Counsel
Pennsylvania
$2.22M

KMB Hedge Fund Activity: Q3 2017 in Review

1,310 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Kimberly-Clark (KMB) for Q3 2017, worth a combined $30B — down 7.6% from $32.5B a quarter earlier.

Sellers outnumbered buyers: 71 funds closed out of KMB and 70 opened new positions — a net loss of 1 holder — while 516 trimmed existing stakes and 476 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $431M. The largest seller was Janus Henderson Group, cutting an estimated $130M.

  • 1,310 institutional investors held Kimberly-Clark (KMB) as of Q3 2017, down from 1,324 in Q2 2017.
  • Funds reported $30B of Kimberly-Clark stock for Q3 2017, down 7.6% quarter-over-quarter.
  • 70 funds opened new Kimberly-Clark positions in Q3 2017 and 71 closed out, a net change of -1 holder.
  • The largest Kimberly-Clark buyer in Q3 2017 was T. Rowe Price Associates, an estimated $431M added.
  • The largest Kimberly-Clark seller in Q3 2017 was Janus Henderson Group, an estimated $130M sold.

Based on aggregated 13F filings for Q3 2017.