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Kimberly-Clark

1,491 hedge funds and large institutions have $35.5B invested in Kimberly-Clark in 2019 Q3 according to their latest regulatory filings, with 96 funds opening new positions, 507 increasing their positions, 599 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more call options, than puts

Call options by funds: $555M | Put options by funds: $290M

19% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 81

5% more funds holding in top 10

Funds holding in top 10: 1920 (+1)

5% more capital invested

Capital invested by funds: $33.8B → $35.5B (+$1.73B)

0% more funds holding

Funds holding: 1,4861,491 (+5)

0.61% less ownership

Funds ownership: 73.43%72.82% (-0.61%)

15% less repeat investments, than reductions

Existing positions increased: 507 | Existing positions reduced: 599

Holders
1,491
Holders Change
+5
Holders Change %
+0.34%
% of All Funds
32.69%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.44%
New
96
Increased
507
Reduced
599
Closed
81
Calls
$555M
Puts
$290M
Net Calls
+$264M
Net Calls Change
-$12.2M
Name Holding Trade Value Shares
Change
Change in
Stake
MFG
901
MidWestOne Financial Group
Iowa
$650K
YWP
902
YorkBridge Wealth Partners
New York
$646K -$65.3K -475 -9%
BAM
903
Brave Asset Management
New Jersey
$645K -$27.5K -200 -4%
DCM
904
Dupont Capital Management
Delaware
$644K -$1.73M -12,616 -74%
OWP
905
Obermeyer Wealth Partners
Colorado
$642K -$12.8K -93 -2%
FMWA
906
Forvis Mazars Wealth Advisors
Missouri
$625K -$3.71K -27 -0.6%
KA
907
Kovack Advisors
Florida
$624K -$58.5K -426 -9%
PCM
908
Parsons Capital Management
Rhode Island
$623K -$6.46K -47 -1%
TFS
909
TrustCore Financial Services
Tennessee
$622K
FFN
910
Focus Financial Network
Minnesota
$621K -$6.18K -45 -1%
BPWA
911
Beacon Pointe Wealth Advisors
California
$620K -$687 -5 -0.1%
NIM
912
Northeast Investment Management
Massachusetts
$619K +$7.56K +55 +1%
FFBTD
913
First Financial Bank - Trust Division
Ohio
$618K -$137 -1 -0%
Cetera Investment Advisers
914
Cetera Investment Advisers
Illinois
$618K +$54.1K +394 +10%
WT
915
Washington Trust
Rhode Island
$615K -$91.8K -668 -13%
LIM
916
Leavell Investment Management
Alabama
$615K +$30.1K +219 +5%
Coatue Management
917
Coatue Management
New York
$612K -$78.1K -568 -12%
OIWM
918
OptiFour Integrated Wealth Management
Virginia
$611K
TCM
919
Telos Capital Management
California
$611K +$591K +4,300 New
SFA
920
Sequoia Financial Advisors
Ohio
$607K +$14.7K +107 +3%
WJWM
921
Williams Jones Wealth Management
New York
$607K +$587K +4,270 New
JIC
922
Joel Isaacson & Co
New York
$604K -$102K -743 -15%
CCA
923
Conestoga Capital Advisors
Pennsylvania
$604K
TCM
924
Twin Capital Management
Pennsylvania
$603K +$583K +4,242 New
NAM
925
North American Management
Massachusetts
$598K +$19.2K +140 +3%

KMB Hedge Fund Activity: Q3 2019 in Review

1,491 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Kimberly-Clark (KMB) for Q3 2019, worth a combined $35.5B — up 5.1% from $33.8B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new KMB positions and 81 closed out — a net gain of 15 holders — while 507 added to existing stakes and 599 trimmed.

The largest buyer was Lazard Asset Management, adding an estimated $223M. The largest seller was Federated Hermes, cutting an estimated $279M.

  • 1,491 institutional investors held Kimberly-Clark (KMB) as of Q3 2019, up from 1,486 in Q2 2019.
  • Funds reported $35.5B of Kimberly-Clark stock for Q3 2019, up 5.1% quarter-over-quarter.
  • 96 funds opened new Kimberly-Clark positions in Q3 2019 and 81 closed out, a net change of +15 holders.
  • The largest Kimberly-Clark buyer in Q3 2019 was Lazard Asset Management, an estimated $223M added.
  • The largest Kimberly-Clark seller in Q3 2019 was Federated Hermes, an estimated $279M sold.

Based on aggregated 13F filings for Q3 2019.