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Kimberly-Clark

1,195 hedge funds and large institutions have $26.1B invested in Kimberly-Clark in 2015 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 431 increasing their positions, 477 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more funds holding in top 10

Funds holding in top 10: 914 (+5)

0% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 53

0.3% less ownership

Funds ownership: 68.08%67.78% (-0.3%)

1% less funds holding

Funds holding: 1,2051,195 (-10)

2% less capital invested

Capital invested by funds: $26.6B → $26.1B (-$542M)

10% less repeat investments, than reductions

Existing positions increased: 431 | Existing positions reduced: 477

20% less call options, than puts

Call options by funds: $144M | Put options by funds: $180M

Holders
1,195
Holders Change
-10
Holders Change %
-0.83%
% of All Funds
32.19%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.38%
New
53
Increased
431
Reduced
477
Closed
53
Calls
$144M
Puts
$180M
Net Calls
-$35.7M
Net Calls Change
-$59.4M
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
801
Perkins Capital Management
Minnesota
$572K
NIM
802
Northeast Investment Management
Massachusetts
$563K +$116K +1,066 +25%
FWM
803
Frontier Wealth Management
Missouri
$559K -$1.63M -14,967 -74%
GHA
804
GW Henssler & Associates
Georgia
$559K -$80.5K -739 -12%
TSW
805
Thompson Siegel & Walmsley
Virginia
$558K -$296K -2,720 -34%
FG
806
Fiduciary Group
Georgia
$557K +$572K +5,253 New
WP
807
WMS Partners
Maryland
$553K +$41.9K +385 +8%
LIM
808
Leavell Investment Management
Alabama
$550K +$27.2K +250 +5%
SCM
809
Sterling Capital Management
North Carolina
$550K +$78.4K +720 +16%
B
810
Bailard
California
$547K -$189K -1,740 -25%
RIA
811
Regal Investment Advisors
Michigan
$547K -$98K -900 -15%
PI
812
Pettee Investors
Connecticut
$547K
MCM
813
Monarch Capital Management
Indiana
$546K -$12.2K -112 -2%
RC
814
RegentAtlantic Capital
New Jersey
$544K +$29.6K +272 +6%
BHBT
815
Burke & Herbert Bank & Trust
Virginia
$543K +$4.36K +40 +0.8%
RIM
816
Regent Investment Management
Kentucky
$542K +$87.1K +800 +19%
SIG
817
Schooner Investment Group
Pennsylvania
$539K -$272K -2,500 -33%
HIC
818
Harvey Investment Company
Kentucky
$536K
SFSG
819
Stearns Financial Services Group
North Carolina
$536K +$5.99K +55 +1%
PFSC
820
Peoples Financial Services Corp
Pennsylvania
$530K -$54.5K -500 -9%
CIM
821
CIM Investment Management
Pennsylvania
$526K +$541K +4,967 New
ICAS
822
Investors Capital Advisory Services
Massachusetts
$519K +$31.4K +288 +6%
WA
823
WealthTrust Axiom
Pennsylvania
$517K -$7.41K -68 -1%
CHAM
824
Clear Harbor Asset Management
Connecticut
$507K +$21.8K +200 +4%
TF
825
Trutina Financial
Washington
$502K -$635K -5,835 -55%

KMB Hedge Fund Activity: Q2 2015 in Review

1,195 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Kimberly-Clark (KMB) for Q2 2015, worth a combined $26.1B — down 2% from $26.6B a quarter earlier.

Fund positioning in KMB was balanced in Q2 2015: 53 funds opened new positions, 53 closed out, 431 added to existing stakes and 477 trimmed.

The largest buyer was VOYA Investment Management, adding an estimated $119M. The largest seller was Schroder Investment Management Group, cutting an estimated $94.9M.

  • 1,195 institutional investors held Kimberly-Clark (KMB) as of Q2 2015, down from 1,205 in Q1 2015.
  • Funds reported $26.1B of Kimberly-Clark stock for Q2 2015, down 2% quarter-over-quarter.
  • 53 funds opened new Kimberly-Clark positions in Q2 2015 and 53 closed out, a net change of 0 holders.
  • The largest Kimberly-Clark buyer in Q2 2015 was VOYA Investment Management, an estimated $119M added.
  • The largest Kimberly-Clark seller in Q2 2015 was Schroder Investment Management Group, an estimated $94.9M sold.

Based on aggregated 13F filings for Q2 2015.