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Kimberly-Clark

1,378 hedge funds and large institutions have $28.6B invested in Kimberly-Clark in 2018 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 483 increasing their positions, 565 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more call options, than puts

Call options by funds: $523M | Put options by funds: $252M

30% more funds holding in top 10

Funds holding in top 10: 1013 (+3)

1% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 97

0.56% less ownership

Funds ownership: 74.89%74.33% (-0.56%)

1% less funds holding

Funds holding: 1,3921,378 (-14)

10% less capital invested

Capital invested by funds: $31.7B → $28.6B (-$3.14B)

15% less repeat investments, than reductions

Existing positions increased: 483 | Existing positions reduced: 565

Holders
1,378
Holders Change
-14
Holders Change %
-1.01%
% of All Funds
31.58%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.3%
New
98
Increased
483
Reduced
565
Closed
97
Calls
$523M
Puts
$252M
Net Calls
+$271M
Net Calls Change
+$201M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
901
Clearstead Advisors
Ohio
$464K +$130K +1,140 +37%
NIM
902
Northeast Investment Management
Massachusetts
$460K -$60.9K -535 -11%
BHBT
903
Burke & Herbert Bank & Trust
Virginia
$460K
CHAM
904
Clear Harbor Asset Management
Connecticut
$460K
BMC
905
Beaton Management Company
Massachusetts
$460K +$225K +1,975 +90%
CBU
906
CIBC Bank USA
Illinois
$459K +$475K +4,171 New
PAM
907
PVG Asset Management
Colorado
$457K +$472K +4,150 New
FCFS
908
First Command Financial Services
Texas
$453K -$58.9K -517 -11%
FCB
909
First Command Bank
Texas
$453K -$58.9K -517 -11%
PJSIMP
910
P.J. Schmidt Investment Management (PJS)
Wisconsin
$451K -$49K -430 -9%
FPCP
911
Fort Point Capital Partners
California
$451K +$29.1K +256 +7%
CFA
912
Carroll Financial Associates
North Carolina
$451K +$51K +448 +12%
NFC
913
Northeast Financial Consultants
Connecticut
$450K -$3.98K -35 -0.8%
CPA
914
Court Place Advisors
Maryland
$450K +$15.9K +140 +4%
MLIC
915
Mandatum Life Insurance Company
Finland
$450K +$98.4K +864 +27%
ATC
916
Argent Trust Co
Tennessee
$449K +$464K +4,072 New
6M
917
6 Meridian
Kansas
$448K +$43.6K +383 +10%
BO
918
Bank OZK
Arkansas
$446K -$85K -747 -16%
AUB
919
Atlantic Union Bankshares
Virginia
$445K -$8.54K -75 -2%
SWM
920
SVA Wealth Management
Wisconsin
$445K +$9.9K +87 +2%
BCB
921
Brian C. Broderick
$444K
NFG
922
Nations Financial Group
Iowa
$444K
BDF
923
Balasa Dinverno & Foltz
$443K -$11.5K -101 -2%
VWM
924
Venturi Wealth Management
Texas
$441K -$285K -2,500 -38%
MWM
925
Marietta Wealth Management
Georgia
$441K +$455K +4,001 New

KMB Hedge Fund Activity: Q1 2018 in Review

1,378 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Kimberly-Clark (KMB) for Q1 2018, worth a combined $28.6B — down 9.9% from $31.7B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new KMB positions and 97 closed out — a net gain of 1 holder — while 483 added to existing stakes and 565 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $231M. The largest seller was JP Morgan Chase, cutting an estimated $223M.

  • 1,378 institutional investors held Kimberly-Clark (KMB) as of Q1 2018, down from 1,392 in Q4 2017.
  • Funds reported $28.6B of Kimberly-Clark stock for Q1 2018, down 9.9% quarter-over-quarter.
  • 98 funds opened new Kimberly-Clark positions in Q1 2018 and 97 closed out, a net change of +1 holder.
  • The largest Kimberly-Clark buyer in Q1 2018 was T. Rowe Price Associates, an estimated $231M added.
  • The largest Kimberly-Clark seller in Q1 2018 was JP Morgan Chase, an estimated $223M sold.

Based on aggregated 13F filings for Q1 2018.