Kimberly-Clark
1,200 hedge funds and large institutions have $29.6B invested in Kimberly-Clark in 2014 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 225 increasing their positions, 843 reducing their positions, and 47 closing their positions.
172% more first-time investments, than exits
New positions opened: 128 | Existing positions closed: 47
27% more funds holding in top 10
Funds holding in top 10: 15 → 19 (+4)
8% more capital invested
Capital invested by funds: $27.5B → $29.6B (+$2.15B)
6% more funds holding
Funds holding: 1,136 → 1,200 (+64)
3.62% less ownership
Funds ownership: 71.12% → 67.49% (-3.6%)
25% less call options, than puts
Call options by funds: $157M | Put options by funds: $209M
73% less repeat investments, than reductions
Existing positions increased: 225 | Existing positions reduced: 843
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$55.6M |
| 2 |
Bank of New York Mellon
New York
|
+$52.9M |
| 3 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
+$45.7M |
| 4 |
GAM
Gotham Asset Management
New York
|
+$35M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
+$34.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VOYA Investment Management
Atlanta,
Georgia
|
-$317M |
| 2 |
Capital World Investors
Los Angeles,
California
|
-$118M |
| 3 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$93.4M |
| 4 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
-$73.1M |
| 5 |
Millennium Management
New York
|
-$70.5M |
KMB Hedge Fund Activity: Q4 2014 in Review
1,200 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in Kimberly-Clark (KMB) for Q4 2014, worth a combined $29.6B — up 7.8% from $27.5B a quarter earlier.
Buyers outnumbered sellers: 128 funds opened new KMB positions and 47 closed out — a net gain of 81 holders — while 225 added to existing stakes and 843 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $55.6M. The largest seller was VOYA Investment Management, cutting an estimated $317M.
- 1,200 institutional investors held Kimberly-Clark (KMB) as of Q4 2014, up from 1,136 in Q3 2014.
- Funds reported $29.6B of Kimberly-Clark stock for Q4 2014, up 7.8% quarter-over-quarter.
- 128 funds opened new Kimberly-Clark positions in Q4 2014 and 47 closed out, a net change of +81 holders.
- The largest Kimberly-Clark buyer in Q4 2014 was Royal Bank of Canada, an estimated $55.6M added.
- The largest Kimberly-Clark seller in Q4 2014 was VOYA Investment Management, an estimated $317M sold.
Based on aggregated 13F filings for Q4 2014.