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Kimberly-Clark

1,596 hedge funds and large institutions have $37B invested in Kimberly-Clark in 2020 Q3 according to their latest regulatory filings, with 108 funds opening new positions, 548 increasing their positions, 617 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 75

1% more funds holding

Funds holding: 1,5781,596 (+18)

5% more capital invested

Capital invested by funds: $35.2B → $37B (+$1.74B)

2% more call options, than puts

Call options by funds: $244M | Put options by funds: $238M

0.38% more ownership

Funds ownership: 73.26%73.64% (+0.38%)

11% less repeat investments, than reductions

Existing positions increased: 548 | Existing positions reduced: 617

14% less funds holding in top 10

Funds holding in top 10: 2925 (-4)

Holders
1,596
Holders Change
+18
Holders Change %
+1.14%
% of All Funds
32.2%
Holding in Top 10
25
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-13.79%
% of All Funds
0.5%
New
108
Increased
548
Reduced
617
Closed
75
Calls
$244M
Puts
$238M
Net Calls
+$5.73M
Net Calls Change
-$57.9M
Name Holding Trade Value Shares
Change
Change in
Stake
VFA
851
Valeo Financial Advisors
Indiana
$829K -$95.5K -636 -10%
BCM
852
BTR Capital Management
California
$827K -$7.51K -50 -0.9%
CAM
853
Costello Asset Management
Pennsylvania
$822K +$21.5K +143 +3%
EWA
854
EP Wealth Advisors
California
$821K +$300 +2 +0%
RMCM
855
Reynders McVeigh Capital Management
Massachusetts
$817K
NFG
856
Next Financial Group
Texas
$816K -$1.05K -7 -0.1%
S
857
SignatureFD
Georgia
$815K +$181K +1,208 +28%
AWM
858
Aberdeen Wealth Management
Illinois
$811K -$71.8K -478 -8%
UAS
859
United Asset Strategies
New York
$811K +$42.6K +284 +5%
DWM
860
Doyle Wealth Management
Florida
$805K -$43.5K -290 -5%
SCM
861
Salem Capital Management
Massachusetts
$805K
PWM
862
Perigon Wealth Management
California
$803K +$8.56K +57 +1%
FWM
863
Foresight Wealth Management
Utah
$799K -$32.6K -217 -4%
HAIM
864
Hunter Associates Investment Management
Pennsylvania
$796K -$22.5K -150 -3%
AIC
865
Archer Investment Corporation
Indiana
$796K
OA
866
Oxbow Advisors
Texas
$795K -$117K -778 -13%
Wolverine Trading
867
Wolverine Trading
Illinois
$794K -$54.7K -364 -6%
MCM
868
Monarch Capital Management
Indiana
$792K -$1.05K -7 -0.1%
CP
869
Covenant Partners
Tennessee
$790K -$13.4K -89 -2%
RCA
870
Ranch Capital Advisors
Florida
$789K -$56.6K -377 -7%
PFSC
871
Peoples Financial Services Corp
Pennsylvania
$788K
FMTC
872
Farmers & Merchants Trust Company
California
$788K +$211K +1,407 +36%
SNBOSCI
873
Security National Bank of Sioux City Iowa
Iowa
$786K -$16.5K -110 -2%
BWP
874
Baldwin Wealth Partners
Massachusetts
$786K
AIP
875
Ameritas Investment Partners
Nebraska
$784K -$17K -113 -2%

KMB Hedge Fund Activity: Q3 2020 in Review

1,596 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Kimberly-Clark (KMB) for Q3 2020, worth a combined $37B — up 4.9% from $35.2B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new KMB positions and 75 closed out — a net gain of 33 holders — while 548 added to existing stakes and 617 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $180M. The largest seller was American Century Companies, cutting an estimated $252M.

  • 1,596 institutional investors held Kimberly-Clark (KMB) as of Q3 2020, up from 1,578 in Q2 2020.
  • Funds reported $37B of Kimberly-Clark stock for Q3 2020, up 4.9% quarter-over-quarter.
  • 108 funds opened new Kimberly-Clark positions in Q3 2020 and 75 closed out, a net change of +33 holders.
  • The largest Kimberly-Clark buyer in Q3 2020 was Massachusetts Financial Services, an estimated $180M added.
  • The largest Kimberly-Clark seller in Q3 2020 was American Century Companies, an estimated $252M sold.

Based on aggregated 13F filings for Q3 2020.