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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
AWMS
1001
Advocacy Wealth Management Services
Georgia
$28K
ZTNA
1002
Zions Trust National Association
Utah
$28K
CFA
1003
Carroll Financial Associates
North Carolina
$26K -$4.72K -51 -15%
TIM
1004
Tortoise Investment Management
New York
$25K -$25.7K -277 -50%
RFS
1005
Rockefeller Financial Services
New York
$24K -$19.3K -208 -44%
MFBTD
1006
MB Financial Bank - Trust Department
Illinois
$24K +$24.2K +261 New
JAM
1007
Jolley Asset Management
North Carolina
$21K
KIG
1008
Kessler Investment Group
Indiana
$21K +$21K +227 New
FPCG
1009
Fort Pitt Capital Group
Pennsylvania
$20.2K -$185 -2 -0.9%
FMP
1010
Financial Management Professionals
Texas
$19K +$9.73K +105 +101%
DBT
1011
Dubuque Bank & Trust
Iowa
$15K
OSAM
1012
O'Shaughnessy Asset Management
Connecticut
$14K -$10.2K -110 -41%
ECM
1013
Exchange Capital Management
Michigan
$14K +$14.5K +156 New
MWP
1014
MYCIO Wealth Partners
Pennsylvania
$14K +$14.5K +156 New
IWC
1015
Integrated Wealth Counsel
California
$13.4K
MIM
1016
Macroview Investment Management
Maryland
$13K +$13.1K +141 New
FAM
1017
Fred Alger Management
New York
$11K -$6.86K -74 -38%
Victory Capital Management
1018
Victory Capital Management
Texas
$10K +$10.4K +112 New
IC
1019
IKOS CIF
Cyprus
$9K +$9.63K +104 New
EWM
1020
Edge Wealth Management
New York
$5K
WOC
1021
West Oak Capital
California
$4.24K
SFS
1022
Signator Financial Services
Massachusetts
$4K
SHWM
1023
Smith & Howard Wealth Management
Georgia
$4K
CAW
1024
Cornerstone Advisors (Washington)
Washington
$4K +$278 +3 +8%
UB
1025
UMB Bank
Missouri
$3.57K -$209K -2,255 -5%

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.