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Kimberly-Clark

1,026 hedge funds and large institutions have $25.1B invested in Kimberly-Clark in 2013 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 395 increasing their positions, 388 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more call options, than puts

Call options by funds: $505M | Put options by funds: $432M

1.12% more ownership

Funds ownership: 71.36%72.48% (+1.1%)

5% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 61

2% more repeat investments, than reductions

Existing positions increased: 395 | Existing positions reduced: 388

0% less funds holding

Funds holding: 1,0291,026 (-3)

1% less capital invested

Capital invested by funds: $25.5B → $25.1B (-$361M)

25% less funds holding in top 10

Funds holding in top 10: 2418 (-6)

Holders
1,026
Holders Change
-3
Holders Change %
-0.29%
% of All Funds
33.26%
Holding in Top 10
18
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-25%
% of All Funds
0.58%
New
64
Increased
395
Reduced
388
Closed
61
Calls
$505M
Puts
$432M
Net Calls
+$73.4M
Net Calls Change
+$539M
Name Holding Trade Value Shares
Change
Change in
Stake
LFR
976
Lehman Financial Resources
Pennsylvania
$103K +$38.6K +417 +58%
WCM
977
Windsor Capital Management
Arizona
$102K +$6.3K +68 +6%
MS
978
Madison Scottsdale
Arizona
$94K
CPA
979
Cowen Prime Advisors
New York
$94K +$48.3K +521 +100%
NES
980
New England Securities
New York
$91K +$15K +162 +19%
LFG
981
LifePlan Financial Group
Ohio
$83K +$66.1K +713 +341%
NCMG
982
NCM Capital Management Group
North Carolina
$80K -$4.82K -52 -6%
NYLT
983
New York Life Trust
New York
$77K -$49.6K -535 -39%
DSC
984
Duncker Streett & Co
Missouri
$71K
QAM
985
QCI Asset Management
New York
$70K -$40.1K -433 -36%
MAS
986
Madden Advisory Services
Florida
$69K
MAM
987
Mizuho Asset Management
Japan
$69K
IMS
988
Index Management Solutions
Pennsylvania
$64K +$65.6K +708 New
AA
989
AlphaMark Advisors
Kentucky
$61K
PFO
990
Pathstone Family Office
New Jersey
$59K
SCG
991
Strategic Capital Group
Washington
$59K
FHA
992
First Horizon Advisors
Tennessee
$56K +$50.6K +546 +738%
JFA
993
JNBA Financial Advisors
Minnesota
$55K +$17.4K +188 +45%
HPBT
994
High Point Bank & Trust
North Carolina
$47K
Carson Wealth (CWM LLC)
995
Carson Wealth (CWM LLC)
Nebraska
$45K +$46K +496 New
Manulife (Manufacturers Life Insurance)
996
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$39K +$740K +7,984 +2%
OSNBOA
997
Old Second National Bank of Aurora
Illinois
$39K
TCCM
998
Timber Creek Capital Management
Massachusetts
$37K
PAS
999
Partnervest Advisory Services
California
$35K -$3.71K -40 -9%
HCM
1000
Highlander Capital Management
New Jersey
$28.3K

KMB Hedge Fund Activity: Q3 2013 in Review

1,026 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in Kimberly-Clark (KMB) for Q3 2013, worth a combined $25.1B — down 1.4% from $25.5B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new KMB positions and 61 closed out — a net gain of 3 holders — while 395 added to existing stakes and 388 trimmed.

The largest buyer was Capital World Investors, adding an estimated $210M. The largest seller was Fidelity Investments, cutting an estimated $215M.

  • 1,026 institutional investors held Kimberly-Clark (KMB) as of Q3 2013, down from 1,029 in Q2 2013.
  • Funds reported $25.1B of Kimberly-Clark stock for Q3 2013, down 1.4% quarter-over-quarter.
  • 64 funds opened new Kimberly-Clark positions in Q3 2013 and 61 closed out, a net change of +3 holders.
  • The largest Kimberly-Clark buyer in Q3 2013 was Capital World Investors, an estimated $210M added.
  • The largest Kimberly-Clark seller in Q3 2013 was Fidelity Investments, an estimated $215M sold.

Based on aggregated 13F filings for Q3 2013.