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Kimberly-Clark

1,195 hedge funds and large institutions have $26.1B invested in Kimberly-Clark in 2015 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 431 increasing their positions, 477 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more funds holding in top 10

Funds holding in top 10: 914 (+5)

0% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 53

0.3% less ownership

Funds ownership: 68.08%67.78% (-0.3%)

1% less funds holding

Funds holding: 1,2051,195 (-10)

2% less capital invested

Capital invested by funds: $26.6B → $26.1B (-$542M)

10% less repeat investments, than reductions

Existing positions increased: 431 | Existing positions reduced: 477

20% less call options, than puts

Call options by funds: $144M | Put options by funds: $180M

Holders
1,195
Holders Change
-10
Holders Change %
-0.83%
% of All Funds
32.19%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.38%
New
53
Increased
431
Reduced
477
Closed
53
Calls
$144M
Puts
$180M
Net Calls
-$35.7M
Net Calls Change
-$59.4M
Name Holding Trade Value Shares
Change
Change in
Stake
GVT
1001
Genesee Valley Trust
New York
$262K -$10.9K -100 -4%
AMIM
1002
Aull & Monroe Investment Management
Alabama
$261K
PAIA
1003
Park Avenue Institutional Advisers
New York
$261K +$268K +2,465 New
FMWA
1004
Forvis Mazars Wealth Advisors
Missouri
$260K -$20.5K -188 -7%
AAM
1005
Autus Asset Management
Arizona
$260K +$37K +340 +16%
IP
1006
Investment Partners
Ohio
$259K +$109 +1 +0%
MCM
1007
MAI Capital Management
Ohio
$259K +$16.1K +148 +6%
BCM
1008
Birmingham Capital Management
Alabama
$258K
VHAM
1009
Van Hulzen Asset Management
California
$257K -$2.5K -23 -0.9%
MIC
1010
Meridian Investment Counsel
California
$255K -$38.1K -350 -13%
Simplex Trading
1011
Simplex Trading
Illinois
$254K -$86.8K -797 -25%
WKWM
1012
Walter & Keenan Wealth Management
Indiana
$254K
SKK
1013
Shepherd Kaplan Krochuk
Massachusetts
$254K +$2.18K +20 +0.8%
MBT
1014
Montecito Bank & Trust
California
$252K
PHAM
1015
Palisades Hudson Asset Management
Florida
$252K
SS
1016
Sunbelt Securities
Texas
$250K +$2.5K +23 +1%
SIC
1017
Sigma Investment Counselors
Michigan
$249K -$17.1K -157 -6%
EHWM
1018
Eads & Heald Wealth Management
Georgia
$247K +$5.45K +50 +2%
ARMT
1019
Amica Retiree Medical Trust
Rhode Island
$246K
BFC
1020
Blue Fin Capital
Rhode Island
$238K
HHAA
1021
Henry H. Armstrong Associates
Pennsylvania
$238K
TC
1022
Taylor Cottrill
New Hampshire
$238K
SPC
1023
Stewart & Patten Company
California
$237K -$5.45K -50 -2%
PAM
1024
Private Asset Management
California
$236K -$3.48K -32 -1%
SGA
1025
Strategic Global Advisors
California
$234K

KMB Hedge Fund Activity: Q2 2015 in Review

1,195 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Kimberly-Clark (KMB) for Q2 2015, worth a combined $26.1B — down 2% from $26.6B a quarter earlier.

Fund positioning in KMB was balanced in Q2 2015: 53 funds opened new positions, 53 closed out, 431 added to existing stakes and 477 trimmed.

The largest buyer was VOYA Investment Management, adding an estimated $119M. The largest seller was Schroder Investment Management Group, cutting an estimated $94.9M.

  • 1,195 institutional investors held Kimberly-Clark (KMB) as of Q2 2015, down from 1,205 in Q1 2015.
  • Funds reported $26.1B of Kimberly-Clark stock for Q2 2015, down 2% quarter-over-quarter.
  • 53 funds opened new Kimberly-Clark positions in Q2 2015 and 53 closed out, a net change of 0 holders.
  • The largest Kimberly-Clark buyer in Q2 2015 was VOYA Investment Management, an estimated $119M added.
  • The largest Kimberly-Clark seller in Q2 2015 was Schroder Investment Management Group, an estimated $94.9M sold.

Based on aggregated 13F filings for Q2 2015.