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
HAIM
726
Hunter Associates Investment Management
Pennsylvania
$996K
FC
727
Forte Capital
New York
$993K -$237K -1,975 -20%
NC
728
NewSquare Capital
Pennsylvania
$993K +$21K +175 +2%
WTB
729
Washington Trust Bank
Washington
$988K +$97.8K +815 +12%
ECM
730
Everence Capital Management
Indiana
$975K -$68.4K -570 -7%
OWP
731
Obermeyer Wealth Partners
Colorado
$973K -$20.4K -170 -2%
LNWWM
732
Laird Norton Wetherby Wealth Management
California
$970K -$2.16K -18 -0.2%
VWM
733
Venturi Wealth Management
Texas
$955K +$900K +7,500 New
NAM
734
Needelman Asset Management
California
$954K -$3K -25 -0.3%
JWM
735
Jacobus Wealth Management
Wisconsin
$949K
NPIT
736
National Penn Investors Trust
Pennsylvania
$938K -$32.3K -269 -4%
GWM
737
Greenwich Wealth Management
Connecticut
$932K -$230K -1,916 -21%
NB
738
NBT Bank
New York
$925K -$3.96K -33 -0.5%
CAG
739
Crestwood Advisors Group
Massachusetts
$916K
DMC
740
Drexel Morgan & Co
Pennsylvania
$912K
AIP
741
Ameritas Investment Partners
Nebraska
$912K +$41.9K +349 +5%
HB
742
Homrich & Berg
Georgia
$911K -$100K -835 -10%
BO
743
BRR OpCo
Ohio
$909K -$20.4K -170 -2%
TCM
744
Texan Capital Management
Texas
$901K
Loomis, Sayles & Company
745
Loomis, Sayles & Company
Massachusetts
$896K
CA
746
Cornerstone Advisors
North Carolina
$891K +$600K +5,000 +250%
WT
747
Washington Trust
Rhode Island
$890K +$12.5K +104 +2%
AIM
748
Acropolis Investment Management
Missouri
$888K -$54.6K -455 -6%
MBT
749
Monroe Bank & Trust
Michigan
$884K -$22.2K -185 -3%
PJSIMP
750
P.J. Schmidt Investment Management (PJS)
Wisconsin
$878K -$18.6K -155 -2%

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.