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Kimberly-Clark

1,362 hedge funds and large institutions have $28.8B invested in Kimberly-Clark in 2018 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 415 increasing their positions, 588 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more call options, than puts

Call options by funds: $344M | Put options by funds: $234M

36% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 72

5% more capital invested

Capital invested by funds: $27.3B → $28.8B (+$1.44B)

1% more funds holding

Funds holding: 1,3491,362 (+13)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

2.05% less ownership

Funds ownership: 74.76%72.71% (-2%)

29% less repeat investments, than reductions

Existing positions increased: 415 | Existing positions reduced: 588

Holders
1,362
Holders Change
+13
Holders Change %
+0.96%
% of All Funds
31.14%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.25%
New
98
Increased
415
Reduced
588
Closed
72
Calls
$344M
Puts
$234M
Net Calls
+$110M
Net Calls Change
+$157M
Name Holding Trade Value Shares
Change
Change in
Stake
MSFP
976
Mark Sheptoff Financial Planning
Connecticut
$356K
AMG
977
Advisors Management Group
Wisconsin
$354K
Kovitz Investment Group Partners
978
Kovitz Investment Group Partners
Illinois
$352K +$348K +3,100 New
MMHP
979
Murphy Middleton Hinkle & Parker
Georgia
$351K -$19.4K -173 -5%
OIM
980
Orca Investment Management
Oregon
$350K +$2.13K +19 +0.6%
PFS
981
Physicians Financial Services
North Carolina
$349K
DAM
982
Delta Asset Management
Tennessee
$348K -$51K -455 -13%
RFA
983
Reilly Financial Advisors
California
$345K -$611K -5,449 -64%
BJL
984
Brighton Jones LLC
Washington
$344K +$21.4K +191 +7%
HC
985
Henshaw Capital
Massachusetts
$343K
SRC
986
Shufro Rose & Co
New York
$341K -$56.1K -500 -14%
SAM
987
Smithbridge Asset Management
Pennsylvania
$340K -$28K -250 -8%
WC
988
Weil Company
California
$338K
HK
989
Horizon Kinetics
New York
$337K +$16.8K +150 +5%
MCWS
990
McKinley Carter Wealth Services
West Virginia
$336K -$25.1K -224 -7%
BA
991
Bristlecone Advisors
Washington
$336K +$36.2K +323 +12%
BCM
992
Baltimore Capital Management
Maryland
$335K -$44.9K -400 -12%
BW
993
Bison Wealth
Georgia
$335K +$47.3K +422 +17%
VAM
994
Verity Asset Management
North Carolina
$334K +$330K +2,940 New
CIM
995
CIM Investment Management
Pennsylvania
$333K -$112 -1 -0%
BPC
996
Banque Pictet & Cie
Switzerland
$332K +$328K +2,925 New
PNAA
997
Pictet North America Advisors
Switzerland
$332K +$328K +2,925 New
IP
998
Intellectus Partners
California
$331K +$3.92K +35 +1%
IIM
999
Ipswich Investment Management
Massachusetts
$331K +$326K +2,909 New
AFC
1000
AFT Forsyth & Company
Florida
$330K

KMB Hedge Fund Activity: Q3 2018 in Review

1,362 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Kimberly-Clark (KMB) for Q3 2018, worth a combined $28.8B — up 5.3% from $27.3B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new KMB positions and 72 closed out — a net gain of 26 holders — while 415 added to existing stakes and 588 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $243M. The largest seller was Capital Research Global Investors, cutting an estimated $386M.

  • 1,362 institutional investors held Kimberly-Clark (KMB) as of Q3 2018, up from 1,349 in Q2 2018.
  • Funds reported $28.8B of Kimberly-Clark stock for Q3 2018, up 5.3% quarter-over-quarter.
  • 98 funds opened new Kimberly-Clark positions in Q3 2018 and 72 closed out, a net change of +26 holders.
  • The largest Kimberly-Clark buyer in Q3 2018 was T. Rowe Price Associates, an estimated $243M added.
  • The largest Kimberly-Clark seller in Q3 2018 was Capital Research Global Investors, an estimated $386M sold.

Based on aggregated 13F filings for Q3 2018.