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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
NFC
976
Northeast Financial Consultants
Connecticut
$388K
SL
977
Summitry LLC
California
$383K +$105K +875 +41%
YIA
978
YHB Investment Advisors
Connecticut
$382K +$12.7K +106 +4%
WSC
979
Wellington Shields & Co
New York
$382K +$96K +800 +36%
TCM
980
Tetrem Capital Management
Manitoba, Canada
$378K -$17K -142 -5%
MSR
981
Main Street Research
Connecticut
$376K
GWCM
982
Godshalk Welsh Capital Management
Pennsylvania
$374K
HAG
983
HighPoint Advisor Group
Illinois
$370K +$350K +2,919 New
TCM
984
Twin Capital Management
Pennsylvania
$369K -$2.81M -23,420 -89%
BAM
985
Boyar Asset Management
New York
$369K
AAM
986
Autus Asset Management
Arizona
$367K +$41.4K +345 +14%
SCM
987
Sterling Capital Management
North Carolina
$366K +$120K +1,000 +53%
SLAM
988
Swiss Life Asset Management
$366K -$1.04M -8,696 -75%
SC
989
Stratford Consulting
Texas
$365K -$21.6K -180 -6%
RMAM
990
Raab & Moskowitz Asset Management
New Jersey
$363K -$3.36K -28 -1%
IAMOG
991
Investors Asset Management of Georgia
Georgia
$363K +$4.8K +40 +1%
BW
992
Bison Wealth
Georgia
$363K +$5.88K +49 +2%
PFS
993
Prospera Financial Services
Texas
$360K +$68.5K +571 +25%
AWM
994
Altavista Wealth Management
North Carolina
$358K +$18K +150 +6%
CA
995
Cambridge Advisors
Nebraska
$357K
AA
996
Alesco Advisors
New York
$355K -$120K -1,000 -26%
BRWA
997
B. Riley Wealth Advisors
Florida
$355K +$1.92K +16 +0.6%
CPIG
998
Chicago Partners Investment Group
Illinois
$354K +$129K +1,077 +63%
IFB
999
iAB Financial Bank
Indiana
$353K
NFG
1000
Nations Financial Group
Iowa
$353K +$333K +2,771 New

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.