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Kimberly-Clark

1,026 hedge funds and large institutions have $25.1B invested in Kimberly-Clark in 2013 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 395 increasing their positions, 388 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more call options, than puts

Call options by funds: $505M | Put options by funds: $432M

1.12% more ownership

Funds ownership: 71.36%72.48% (+1.1%)

5% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 61

2% more repeat investments, than reductions

Existing positions increased: 395 | Existing positions reduced: 388

0% less funds holding

Funds holding: 1,0291,026 (-3)

1% less capital invested

Capital invested by funds: $25.5B → $25.1B (-$361M)

25% less funds holding in top 10

Funds holding in top 10: 2418 (-6)

Holders
1,026
Holders Change
-3
Holders Change %
-0.29%
% of All Funds
33.26%
Holding in Top 10
18
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-25%
% of All Funds
0.58%
New
64
Increased
395
Reduced
388
Closed
61
Calls
$505M
Puts
$432M
Net Calls
+$73.4M
Net Calls Change
+$539M
Name Holding Trade Value Shares
Change
Change in
Stake
ACP
901
Aviance Capital Partners
Florida
$250K +$256K +2,766 New
IPC
902
Independent Portfolio Consultants
Florida
$249K +$43.5K +470 +21%
BAIA
903
Bel Air Investment Advisors
California
$247K +$254K +2,737 New
LRPA
904
L. Roy Papp & Associates
Arizona
$242K +$93 +1 +0%
WS
905
Wedbush Securities
California
$241K -$11.6K -125 -4%
OIA
906
Optimum Investment Advisors
Illinois
$240K +$246K +2,652 New
AWA
907
AmeriServ Wealth Advisors
Pennsylvania
$238K +$32.4K +350 +15%
ACM
908
Aviance Capital Management
Florida
$237K -$21.2K -229 -8%
YMRC
909
Yorktown Management & Research Company
Virginia
$236K
GVT
910
Genesee Valley Trust
New York
$235K -$3.89K -42 -2%
BCM
911
Birmingham Capital Management
Alabama
$235K
SIC
912
Sigma Investment Counselors
Michigan
$231K
PFS
913
Prospera Financial Services
Texas
$229K +$11.1K +120 +5%
MSR
914
Main Street Research
Connecticut
$227K
DWM
915
Destination Wealth Management
California
$227K +$25.2K +272 +12%
DCM
916
Donaldson Capital Management
Indiana
$226K +$12.6K +136 +6%
LCM
917
Laurion Capital Management
New York
$226K +$232K +2,503 New
SC
918
Savant Capital
Illinois
$225K
RCM
919
RNC Capital Management
California
$223K +$9.63K +104 +4%
BOS
920
Bingham Osborn & Scarborough
California
$222K +$228K +2,463 New
FHC
921
First Heartland Consultants
Missouri
$221K -$27.1K -293 -11%
DHFB
922
Dixon Hubard Feinour & Brown
Virginia
$218K -$14K -151 -6%
AC
923
Alexandria Capital
Virginia
$217K
AP
924
Atwood & Palmer
Missouri
$217K
NCM
925
Noesis Capital Mangement
Florida
$217K

KMB Hedge Fund Activity: Q3 2013 in Review

1,026 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in Kimberly-Clark (KMB) for Q3 2013, worth a combined $25.1B — down 1.4% from $25.5B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new KMB positions and 61 closed out — a net gain of 3 holders — while 395 added to existing stakes and 388 trimmed.

The largest buyer was Capital World Investors, adding an estimated $210M. The largest seller was Fidelity Investments, cutting an estimated $215M.

  • 1,026 institutional investors held Kimberly-Clark (KMB) as of Q3 2013, down from 1,029 in Q2 2013.
  • Funds reported $25.1B of Kimberly-Clark stock for Q3 2013, down 1.4% quarter-over-quarter.
  • 64 funds opened new Kimberly-Clark positions in Q3 2013 and 61 closed out, a net change of +3 holders.
  • The largest Kimberly-Clark buyer in Q3 2013 was Capital World Investors, an estimated $210M added.
  • The largest Kimberly-Clark seller in Q3 2013 was Fidelity Investments, an estimated $215M sold.

Based on aggregated 13F filings for Q3 2013.