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Kimberly-Clark

1,378 hedge funds and large institutions have $28.6B invested in Kimberly-Clark in 2018 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 483 increasing their positions, 565 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more call options, than puts

Call options by funds: $523M | Put options by funds: $252M

30% more funds holding in top 10

Funds holding in top 10: 1013 (+3)

1% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 97

0.56% less ownership

Funds ownership: 74.89%74.33% (-0.56%)

1% less funds holding

Funds holding: 1,3921,378 (-14)

10% less capital invested

Capital invested by funds: $31.7B → $28.6B (-$3.14B)

15% less repeat investments, than reductions

Existing positions increased: 483 | Existing positions reduced: 565

Holders
1,378
Holders Change
-14
Holders Change %
-1.01%
% of All Funds
31.58%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.3%
New
98
Increased
483
Reduced
565
Closed
97
Calls
$523M
Puts
$252M
Net Calls
+$271M
Net Calls Change
+$201M
Name Holding Trade Value Shares
Change
Change in
Stake
IAA
601
Independent Advisor Alliance
North Carolina
$1.49M -$41K -360 -3%
CIA
602
Capital Investment Advisors
Georgia
$1.48M +$274K +2,405 +22%
TYCC
603
Texas Yale Capital Corp
Florida
$1.48M -$105K -925 -6%
NC
604
NewSquare Capital
Pennsylvania
$1.46M +$157K +1,375 +12%
SIC
605
Shoker Investment Counsel
Ohio
$1.45M +$25.4K +223 +2%
NHC
606
Nicholas Hoffman & Company
Georgia
$1.44M -$168K -1,478 -10%
WAM
607
Wealthspire Advisors (Maryland)
Maryland
$1.43M +$38.4K +337 +3%
SLAM
608
Swiss Life Asset Management
$1.43M +$161K +1,417 +12%
MSS
609
Mitchell Sinkler & Starr
Pennsylvania
$1.43M +$606K +5,325 +70%
JG
610
Jefferies Group
New York
$1.43M -$5.08M -44,649 -78%
BFM
611
Boston Financial Management
Massachusetts
$1.41M -$700K -6,151 -32%
WSTAM
612
Wilbanks Smith & Thomas Asset Management
Virginia
$1.4M -$63.9K -561 -4%
BFEC
613
Benjamin F. Edwards & Company
Missouri
$1.4M +$27.3K +240 +2%
OAM
614
Oxford Asset Management
United Kingdom
$1.4M +$1.45M +12,701 New
B
615
Barings
North Carolina
$1.4M -$237K -2,080 -14%
CSIC
616
Clifford Swan Investment Counsel
California
$1.39M
LA
617
Lynch & Associates
Indiana
$1.38M -$22.3K -196 -2%
HAM
618
Highstreet Asset Management
Ontario, Canada
$1.37M -$343K -3,009 -19%
SFS
619
Sowell Financial Services
Arkansas
$1.37M -$41.6K -365 -3%
USGIU
620
U.S. Global Investors (USGI)
Texas
$1.37M +$740K +6,500 +110%
OC
621
Oarsman Capital
Wisconsin
$1.36M -$13.5K -119 -1%
IC
622
Investment Counsel
Michigan
$1.36M +$48.5K +426 +4%
LCM
623
Leisure Capital Management
California
$1.35M -$325K -2,853 -19%
SRAM
624
Stone Ridge Asset Management
New York
$1.35M +$455K +4,000 +48%
DTL
625
Dynamic Technology Lab
Singapore
$1.35M +$1.39M +12,248 New

KMB Hedge Fund Activity: Q1 2018 in Review

1,378 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Kimberly-Clark (KMB) for Q1 2018, worth a combined $28.6B — down 9.9% from $31.7B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new KMB positions and 97 closed out — a net gain of 1 holder — while 483 added to existing stakes and 565 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $231M. The largest seller was JP Morgan Chase, cutting an estimated $223M.

  • 1,378 institutional investors held Kimberly-Clark (KMB) as of Q1 2018, down from 1,392 in Q4 2017.
  • Funds reported $28.6B of Kimberly-Clark stock for Q1 2018, down 9.9% quarter-over-quarter.
  • 98 funds opened new Kimberly-Clark positions in Q1 2018 and 97 closed out, a net change of +1 holder.
  • The largest Kimberly-Clark buyer in Q1 2018 was T. Rowe Price Associates, an estimated $231M added.
  • The largest Kimberly-Clark seller in Q1 2018 was JP Morgan Chase, an estimated $223M sold.

Based on aggregated 13F filings for Q1 2018.