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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
HIC
826
Harvey Investment Company
Kentucky
$644K
ICAS
827
Investors Capital Advisory Services
Massachusetts
$639K -$57.5K -479 -9%
SFSG
828
Stearns Financial Services Group
North Carolina
$637K
CL
829
Choreo LLC
Illinois
$636K -$15.5K -129 -3%
PFSC
830
Peoples Financial Services Corp
Pennsylvania
$630K -$6K -50 -1%
CWA
831
Cypress Wealth Advisors
California
$626K +$1.92K +16 +0.3%
Victory Capital Management
832
Victory Capital Management
Texas
$622K +$587K +4,889 New
IH
833
IFC Holdings
Florida
$618K +$195K +1,623 +51%
SRP
834
Saddle Road Partners
Nebraska
$618K +$582K +4,851 New
RIA
835
Regal Investment Advisors
Michigan
$617K +$51.6K +430 +10%
LIM
836
Lathrop Investment Management
Arkansas
$612K -$618K -5,150 -52%
HIC
837
Holderness Investments Company
North Carolina
$608K +$10.2K +85 +2%
TNB
838
Thomasville National Bank
Georgia
$602K +$176K +1,465 +45%
RHDIC
839
R.H. Dinel Investment Counsel
California
$601K
B
840
BancorpSouth
Mississippi
$594K +$103K +857 +23%
FC
841
Financial Consulate
Maryland
$593K
CB
842
Community Bank
New York
$588K +$82.8K +690 +18%
CIM
843
CIM Investment Management
Pennsylvania
$584K -$45.6K -380 -8%
BWAM
844
Boyd Watterson Asset Management
Ohio
$582K -$432K -3,600 -44%
ATC
845
Argent Trust Co
Tennessee
$582K +$73.1K +609 +15%
JG
846
Jefferies Group
New York
$573K +$518K +4,316 +2,371%
W
847
Wealthfront
California
$568K +$60.6K +505 +13%
Fisher Asset Management
848
Fisher Asset Management
Washington
$565K -$320K -2,663 -38%
MAM
849
Mizuho Asset Management
Japan
$565K +$73.1K +609 +16%
SAMC
850
Shinko Asset Management Company
Japan
$563K

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.