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Kimberly-Clark

1,026 hedge funds and large institutions have $25.1B invested in Kimberly-Clark in 2013 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 395 increasing their positions, 388 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more call options, than puts

Call options by funds: $505M | Put options by funds: $432M

1.12% more ownership

Funds ownership: 71.36%72.48% (+1.1%)

5% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 61

2% more repeat investments, than reductions

Existing positions increased: 395 | Existing positions reduced: 388

0% less funds holding

Funds holding: 1,0291,026 (-3)

1% less capital invested

Capital invested by funds: $25.5B → $25.1B (-$361M)

25% less funds holding in top 10

Funds holding in top 10: 2418 (-6)

Holders
1,026
Holders Change
-3
Holders Change %
-0.29%
% of All Funds
33.26%
Holding in Top 10
18
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-25%
% of All Funds
0.58%
New
64
Increased
395
Reduced
388
Closed
61
Calls
$505M
Puts
$432M
Net Calls
+$73.4M
Net Calls Change
+$539M
Name Holding Trade Value Shares
Change
Change in
Stake
FA
701
FDx Advisors
Illinois
$696K +$322K +3,480 +82%
SNT
702
Security National Trust
West Virginia
$695K -$2.41K -26 -0.3%
HIMC
703
Heritage Investors Management Corp
Maryland
$689K +$20.7K +223 +3%
PFS
704
Penseco Financial Services
Pennsylvania
$688K -$21.7K -234 -3%
CC
705
ClearArc Capital
Ohio
$686K -$67.4K -727 -9%
NPIT
706
National Penn Investors Trust
Pennsylvania
$686K
BTNA
707
Bremer Trust National Association
Minnesota
$684K +$2.87K +31 +0.4%
CCMG
708
Clark Capital Management Group
Pennsylvania
$681K -$34.4K -371 -5%
G
709
GlobalBridge
Minnesota
$680K -$38.1K -411 -5%
BFA
710
Bragg Financial Advisors
North Carolina
$676K
PIM
711
Penobscot Investment Management
Massachusetts
$670K +$77.3K +834 +13%
PCM
712
Parsons Capital Management
Rhode Island
$668K +$29.1K +314 +4%
BO
713
Bank OZK
Arkansas
$668K +$686K +7,406 New
FC
714
Fiera Capital
New York
$665K
WCBA
715
Weaver C. Barksdale & Associates
Tennessee
$665K +$350K +3,776 +105%
EWA
716
Exencial Wealth Advisors
Oklahoma
$664K +$371 +4 +0.1%
ACH
717
ArrowMark Colorado Holdings
Colorado
$664K +$681K +7,353 New
BAM
718
Bedlam Asset Management
United Kingdom
$663K +$75K +810 +12%
MFS
719
Monetta Financial Services
Illinois
$660K
RBC
720
Ronald Blue & Co
Georgia
$660K +$485K +5,231 +253%
RC
721
RegentAtlantic Capital
New Jersey
$659K +$105K +1,130 +18%
WTIM
722
Wilmington Trust Investment Management
Delaware
$658K
OPTFSNA
723
Old Point Trust & Financial Services N A
Virginia
$657K -$14.5K -156 -2%
MFW
724
Meristem Family Wealth
Minnesota
$651K
FCM
725
Forester Capital Management
Illinois
$650K +$2.96K +32 +0.4%

KMB Hedge Fund Activity: Q3 2013 in Review

1,026 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in Kimberly-Clark (KMB) for Q3 2013, worth a combined $25.1B — down 1.4% from $25.5B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new KMB positions and 61 closed out — a net gain of 3 holders — while 395 added to existing stakes and 388 trimmed.

The largest buyer was Capital World Investors, adding an estimated $210M. The largest seller was Fidelity Investments, cutting an estimated $215M.

  • 1,026 institutional investors held Kimberly-Clark (KMB) as of Q3 2013, down from 1,029 in Q2 2013.
  • Funds reported $25.1B of Kimberly-Clark stock for Q3 2013, down 1.4% quarter-over-quarter.
  • 64 funds opened new Kimberly-Clark positions in Q3 2013 and 61 closed out, a net change of +3 holders.
  • The largest Kimberly-Clark buyer in Q3 2013 was Capital World Investors, an estimated $210M added.
  • The largest Kimberly-Clark seller in Q3 2013 was Fidelity Investments, an estimated $215M sold.

Based on aggregated 13F filings for Q3 2013.