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Kimberly-Clark

1,200 hedge funds and large institutions have $29.6B invested in Kimberly-Clark in 2014 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 225 increasing their positions, 843 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

172% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 47

27% more funds holding in top 10

Funds holding in top 10: 1519 (+4)

8% more capital invested

Capital invested by funds: $27.5B → $29.6B (+$2.15B)

6% more funds holding

Funds holding: 1,1361,200 (+64)

3.62% less ownership

Funds ownership: 71.12%67.49% (-3.6%)

25% less call options, than puts

Call options by funds: $157M | Put options by funds: $209M

73% less repeat investments, than reductions

Existing positions increased: 225 | Existing positions reduced: 843

Holders
1,200
Holders Change
+64
Holders Change %
+5.63%
% of All Funds
31.99%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.51%
New
128
Increased
225
Reduced
843
Closed
47
Calls
$157M
Puts
$209M
Net Calls
-$51.7M
Net Calls Change
-$97.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Sumitomo Mitsui Trust Group
51
Sumitomo Mitsui Trust Group
Japan
$115M -$7.96M -71,720 -7%
UBS Group
52
UBS Group
Switzerland
$113M +$108M +975,469 New
BG
53
Bahl & Gaynor
Ohio
$111M +$626K +5,644 +0.6%
IFP
54
Independent Franchise Partners
United Kingdom
$111M -$3.74M -33,667 -3%
Deutsche Bank
55
Deutsche Bank
Germany
$111M -$28.4M -255,801 -21%
PAM
56
Panagora Asset Management
Massachusetts
$108M -$51.9M -467,832 -33%
American Century Companies
57
American Century Companies
Missouri
$106M -$1.82M -16,394 -2%
RJA
58
Raymond James & Associates
Florida
$105M +$3.76M +33,842 +4%
Prudential Financial
59
Prudential Financial
New Jersey
$104M -$35.3M -318,195 -26%
Neuberger Berman Group
60
Neuberger Berman Group
New York
$104M -$7.33M -66,061 -7%
RRAM
61
River Road Asset Management
Kentucky
$104M -$9.82M -88,491 -9%
Fidelity Investments
62
Fidelity Investments
Massachusetts
$98M -$5.75M -51,781 -6%
Acadian Asset Management
63
Acadian Asset Management
Massachusetts
$97.2M +$3.65M +32,850 +4%
CCM
64
Cullen Capital Management
New York
$94.9M +$1.21M +10,900 +1%
Bank of Montreal
65
Bank of Montreal
Ontario, Canada
$94.2M -$10.9M -97,950 -11%
Thrivent Financial for Lutherans
66
Thrivent Financial for Lutherans
Minnesota
$91.5M -$11.3M -101,987 -11%
BIM
67
BlackRock Investment Management
Delaware
$90.9M -$5.07M -45,675 -5%
State of New Jersey Common Pension Fund D
68
State of New Jersey Common Pension Fund D
New Jersey
$90.5M -$8.94M -80,604 -9%
Mitsubishi UFJ Trust & Banking
69
Mitsubishi UFJ Trust & Banking
Japan
$90.1M -$5.36M -48,333 -6%
Lord, Abbett & Co
70
Lord, Abbett & Co
New Jersey
$87.8M -$93.4M -841,538 -53%
BTS
71
BB&T Securities
Virginia
$86M -$909K -8,196 -10%
PPA
72
Parametric Portfolio Associates
Washington
$85.9M -$3.59M -32,321 -4%
California State Teachers Retirement System (CalSTRS)
73
California State Teachers Retirement System (CalSTRS)
California
$81.6M -$2.59M -23,380 -3%
RFC
74
Russell Frank Company
Washington
$79.4M -$1.29M -11,597 -2%
Canada Pension Plan Investment Board
75
Canada Pension Plan Investment Board
Ontario, Canada
$79M +$20.9M +187,921 +38%

KMB Hedge Fund Activity: Q4 2014 in Review

1,200 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in Kimberly-Clark (KMB) for Q4 2014, worth a combined $29.6B — up 7.8% from $27.5B a quarter earlier.

Buyers outnumbered sellers: 128 funds opened new KMB positions and 47 closed out — a net gain of 81 holders — while 225 added to existing stakes and 843 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $55.6M. The largest seller was VOYA Investment Management, cutting an estimated $317M.

  • 1,200 institutional investors held Kimberly-Clark (KMB) as of Q4 2014, up from 1,136 in Q3 2014.
  • Funds reported $29.6B of Kimberly-Clark stock for Q4 2014, up 7.8% quarter-over-quarter.
  • 128 funds opened new Kimberly-Clark positions in Q4 2014 and 47 closed out, a net change of +81 holders.
  • The largest Kimberly-Clark buyer in Q4 2014 was Royal Bank of Canada, an estimated $55.6M added.
  • The largest Kimberly-Clark seller in Q4 2014 was VOYA Investment Management, an estimated $317M sold.

Based on aggregated 13F filings for Q4 2014.