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Kimberly-Clark

1,121 hedge funds and large institutions have $27.6B invested in Kimberly-Clark in 2013 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 338 increasing their positions, 472 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

303% more first-time investments, than exits

New positions opened: 141 | Existing positions closed: 35

10% more capital invested

Capital invested by funds: $25.1B → $27.6B (+$2.5B)

9% more funds holding

Funds holding: 1,0261,121 (+95)

0.41% less ownership

Funds ownership: 72.48%72.08% (-0.41%)

11% less funds holding in top 10

Funds holding in top 10: 1816 (-2)

19% less call options, than puts

Call options by funds: $340M | Put options by funds: $420M

28% less repeat investments, than reductions

Existing positions increased: 338 | Existing positions reduced: 472

Holders
1,121
Holders Change
+95
Holders Change %
+9.26%
% of All Funds
32.52%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.46%
New
141
Increased
338
Reduced
472
Closed
35
Calls
$340M
Puts
$420M
Net Calls
-$80.1M
Net Calls Change
-$153M
Name Holding Trade Value Shares
Change
Change in
Stake
LCP
826
Legacy Capital Partners
Wisconsin
$495K -$67.7K -678 -12%
CWM
827
Concert Wealth Management
California
$494K -$10.1K -101 -2%
Pacer Advisors
828
Pacer Advisors
Pennsylvania
$492K +$443K +4,439 New
MIM
829
Martin Investment Management
Florida
$491K -$15.7K -157 -3%
DA
830
Dunvegan Associates
California
$490K
BPB
831
Badgley, Phelps & Bell
Washington
$489K
MAM
832
Mastrapasqua Asset Management
Tennessee
$486K -$1.6K -16 -0.3%
WP
833
WMS Partners
Maryland
$486K
VFS
834
VSR Financial Services
Kansas
$485K -$117K -1,168 -19%
SIC
835
Salem Investment Counselors
North Carolina
$483K
KIM
836
Karpus Investment Management
New York
$481K
CHAM
837
Clear Harbor Asset Management
Connecticut
$479K
PAM
838
Princeton Alpha Management
New Jersey
$478K +$476K +4,771 New
JG
839
Jefferies Group
New York
$476K -$1.68M -16,792 -78%
RMAM
840
Raab & Moskowitz Asset Management
New Jersey
$476K +$474K +4,751 New
IT
841
Independence Trust
Tennessee
$474K -$121K -1,215 -20%
AB
842
AT Bancorp
Iowa
$473K +$23.2K +232 +5%
AP
843
Advisor Partners
California
$473K +$38.3K +384 +9%
CAM
844
Columbia Asset Management
Michigan
$471K +$469K +4,700 New
OIM
845
Orca Investment Management
Oregon
$470K +$468K +4,691 New
HIC
846
Harvey Investment Company
Kentucky
$464K
HMS
847
Hanseatic Management Services
New Mexico
$464K +$462K +4,631 New
WSCM
848
Wellington Shields Capital Management
New York
$463K
Two Sigma Advisers
849
Two Sigma Advisers
New York
$454K -$1.36M -13,663 -75%
IPRC
850
Indices-Pac Research Corporation
New Jersey
$448K +$121K +1,215 +37%

KMB Hedge Fund Activity: Q4 2013 in Review

1,121 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Kimberly-Clark (KMB) for Q4 2013, worth a combined $27.6B — up 10% from $25.1B a quarter earlier.

Buyers outnumbered sellers: 141 funds opened new KMB positions and 35 closed out — a net gain of 106 holders — while 338 added to existing stakes and 472 trimmed.

The largest buyer was Capital World Investors, adding an estimated $240M. The largest seller was JP Morgan Chase, cutting an estimated $206M.

  • 1,121 institutional investors held Kimberly-Clark (KMB) as of Q4 2013, up from 1,026 in Q3 2013.
  • Funds reported $27.6B of Kimberly-Clark stock for Q4 2013, up 10% quarter-over-quarter.
  • 141 funds opened new Kimberly-Clark positions in Q4 2013 and 35 closed out, a net change of +106 holders.
  • The largest Kimberly-Clark buyer in Q4 2013 was Capital World Investors, an estimated $240M added.
  • The largest Kimberly-Clark seller in Q4 2013 was JP Morgan Chase, an estimated $206M sold.

Based on aggregated 13F filings for Q4 2013.