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Kimberly-Clark

1,269 hedge funds and large institutions have $31.6B invested in Kimberly-Clark in 2015 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 432 increasing their positions, 497 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more first-time investments, than exits

New positions opened: 137 | Existing positions closed: 56

65% more funds holding in top 10

Funds holding in top 10: 2338 (+15)

19% more call options, than puts

Call options by funds: $243M | Put options by funds: $204M

17% more capital invested

Capital invested by funds: $27.1B → $31.6B (+$4.54B)

6% more funds holding

Funds holding: 1,1961,269 (+73)

0.09% more ownership

Funds ownership: 68.26%68.35% (+0.09%)

13% less repeat investments, than reductions

Existing positions increased: 432 | Existing positions reduced: 497

Holders
1,269
Holders Change
+73
Holders Change %
+6.1%
% of All Funds
33.29%
Holding in Top 10
38
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+65.22%
% of All Funds
1%
New
137
Increased
432
Reduced
497
Closed
56
Calls
$243M
Puts
$204M
Net Calls
+$39M
Net Calls Change
+$32.8M
Name Holding Trade Value Shares
Change
Change in
Stake
MBT
926
Montecito Bank & Trust
California
$460K +$200K +1,666 +85%
OSAM
927
O'Shaughnessy Asset Management
Connecticut
$460K +$430K +3,580 +11,188%
BCM
928
Buckhead Capital Management
Georgia
$459K
CBN
929
Cadence Bank NA
Texas
$453K +$21.6K +180 +5%
LH
930
Lebenthal Holdings
New York
$452K -$340K -2,835 -44%
FMW
931
Farr Miller & Washington
District of Columbia
$451K
TWI
932
Thomas White International
Illinois
$450K
DIA
933
Davidson Investment Advisors
Montana
$449K +$321K +2,675 +313%
TF
934
Trutina Financial
Washington
$447K -$15K -125 -3%
FCCM
935
First City Capital Management
Georgia
$447K
EGA
936
Eagle Global Advisors
Texas
$446K -$24K -200 -5%
SRC
937
Shufro Rose & Co
New York
$445K
HK
938
Horizon Kinetics
New York
$444K
LRPA
939
L. Roy Papp & Associates
Arizona
$442K -$47.8K -398 -10%
KTC
940
Kistler-Tiffany Companies
Pennsylvania
$441K +$43K +358 +12%
CA
941
Cullinan Associates
Kentucky
$437K -$24K -200 -6%
VFS
942
VSR Financial Services
Kansas
$437K +$3.96K +33 +1%
WJA
943
Williams Jones & Associates
New York
$436K
OIM
944
Orca Investment Management
Oregon
$434K -$3K -25 -0.7%
SRSA
945
S.R. Schill & Associates
Washington
$433K
IAA
946
Ironsides Asset Advisors
North Carolina
$433K +$20.3K +169 +5%
EIM
947
Emerson Investment Management
Massachusetts
$432K
ZB
948
Zions Bancorporation
Utah
$431K +$302K +2,515 +303%
PCMC
949
Paragon Capital Management (Colorado)
Colorado
$430K
HCM
950
Harvest Capital Management
New Hampshire
$428K

KMB Hedge Fund Activity: Q4 2015 in Review

1,269 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Kimberly-Clark (KMB) for Q4 2015, worth a combined $31.6B — up 17% from $27.1B a quarter earlier.

Buyers outnumbered sellers: 137 funds opened new KMB positions and 56 closed out — a net gain of 81 holders — while 432 added to existing stakes and 497 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $433M. The largest seller was Capital World Investors, cutting an estimated $269M.

  • 1,269 institutional investors held Kimberly-Clark (KMB) as of Q4 2015, up from 1,196 in Q3 2015.
  • Funds reported $31.6B of Kimberly-Clark stock for Q4 2015, up 17% quarter-over-quarter.
  • 137 funds opened new Kimberly-Clark positions in Q4 2015 and 56 closed out, a net change of +81 holders.
  • The largest Kimberly-Clark buyer in Q4 2015 was JP Morgan Chase, an estimated $433M added.
  • The largest Kimberly-Clark seller in Q4 2015 was Capital World Investors, an estimated $269M sold.

Based on aggregated 13F filings for Q4 2015.