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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
JWS
926
Juncture Wealth Strategies
Arizona
$597K -$96.2K -700 -14%
SAM
927
Symphony Asset Management
California
$596K +$577K +4,196 New
BHBT
928
Burke & Herbert Bank & Trust
Virginia
$589K
PWAG
929
Polaris Wealth Advisory Group
California
$589K +$579K +4,213 New
NP
930
NorthRock Partners
Minnesota
$588K +$567K +4,125 New
BMC
931
Beaton Management Company
Massachusetts
$587K +$19.5K +142 +4%
MWC
932
MBM Wealth Consultants
Missouri
$585K -$2.47K -18 -0.4%
CPA
933
Court Place Advisors
Maryland
$579K
FCB
934
First Command Bank
Texas
$579K
FCFS
935
First Command Financial Services
Texas
$579K
OWA
936
Outlook Wealth Advisors
Texas
$575K -$323K -2,348 -37%
FTC
937
Farmers Trust Company
Ohio
$575K +$7.7K +56 +1%
BCB
938
Brian C. Broderick
$572K
LOAME
939
Lombard Odier Asset Management (Europe)
United Kingdom
$567K
CP
940
Coho Partners
Pennsylvania
$560K
SA
941
SL Advisors
New Jersey
$557K -$53K -386 -9%
KPCM
942
Kings Point Capital Management
New York
$556K
RWA
943
River Wealth Advisors
Pennsylvania
$556K +$137 +1 +0%
FHA
944
First Horizon Advisors
Tennessee
$555K -$2.47K -18 -0.5%
SP
945
Symmetry Partners
Connecticut
$552K
NFG
946
Nations Financial Group
Iowa
$552K +$43.6K +317 +8%
DAM
947
Doheny Asset Management
California
$550K
SFSG
948
Stearns Financial Services Group
North Carolina
$549K -$6.73K -49 -1%
TH
949
TCTC Holdings
Texas
$549K
SWM
950
SeaCrest Wealth Management
New York
$549K +$26.9K +196 +5%

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.