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Kimberly-Clark
KMB

1,289 hedge funds and large institutions have $28.4B invested in Kimberly-Clark in 2016 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 431 increasing their positions, 520 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 136 | Existing positions closed: 97

2% more funds holding

Funds holding: 1,268 → 1,289 (+21)

0.22% less ownership

Funds ownership: 69.44% → 69.22% (-0.22%)

9% less capital invested

Capital invested by funds: $31.2B → $28.4B (-$2.83B)

16% less call options, than puts

Call options by funds: $197M | Put options by funds: $234M

17% less repeat investments, than reductions

Existing positions increased: 431 | Existing positions reduced: 520

21% less funds holding in top 10

Funds holding in top 10: 14 → 11 (-3)

Holders
1,289
Holders Change
+21
Holders Change %
+1.66%
% of All Funds
32.23%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.28%
New
136
Increased
431
Reduced
520
Closed
97
Calls
$197M
Puts
$234M
Net Calls
-$37.1M
Net Calls Change
+$37.9M

Top Buyers

Rank Fund Capital Flow
1
BFA
BlackRock Fund Advisors
California
+$197M
2
Wells Fargo
Wells Fargo
California
+$133M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$106M
4
Bank of America
Bank of America
North Carolina
+$99M
5
American Century Companies
American Century Companies
Missouri
+$88.9M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$208M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$171M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$115M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$110M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$91.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
CSA
1001
Cottage Street Advisors
Massachusetts
$330K – – –
ZIC
1002
ZWJ Investment Counsel
Georgia
$330K – – –
KTC
1003
Kistler-Tiffany Companies
Pennsylvania
$330K +$1.63K +14 +0.5%
ATC
1004
Argent Trust Co
Tennessee
$329K -$117K -1,006 -26%
CFP
1005
Cornerstone Financial Partners
North Carolina
$328K -$144K -1,239 -30%
SAM
1006
Strategy Asset Managers
California
$328K -$135K -1,164 -30%
NFG
1007
Nations Financial Group
Iowa
$328K +$11.6K +100 +4%
CCT
1008
Country Club Trust
Missouri
$327K -$34.8K -300 -9%
PA
1009
Probity Advisors
Texas
$325K -$813 -7 -0.2%
B
1010
Bridgeworth
Alabama
$324K +$331K +2,851 New
MSFP
1011
Mark Sheptoff Financial Planning
Connecticut
$321K – – –
CA
1012
Cambridge Advisors
Nebraska
$320K – – –
EGM
1013
Engineers Gate Manager
New York
$320K +$325K +2,800 New
AA
1014
Alesco Advisors
New York
$318K – – –
ATC
1015
Adirondack Trust Company
New York
$318K +$4.64K +40 +1%
SWA
1016
SFMG Wealth Advisors
Texas
$316K +$64.3K +554 +25%
EDRH
1017
Edmond de Rothschild Holding
Switzerland
$316K +$136K +1,170 +73%
BAM
1018
Boyar Asset Management
New York
$314K – – –
IAA
1019
Independent Advisor Alliance
North Carolina
$314K +$314K +2,705 New
CWM
1020
Confluence Wealth Management
Oregon
$310K -$17.2K -148 -5%
KFC
1021
Klingenstein Fields & Co
New York
$310K -$3.25K -28 -1%
NCM
1022
Noesis Capital Mangement
Florida
$310K – – –
AWM
1023
Altavista Wealth Management
North Carolina
$309K – – –
WSC
1024
Wellington Shields & Co
New York
$308K -$128K -1,105 -29%
BFA
1025
Bragg Financial Advisors
North Carolina
$308K – – –
39 40
41
42 43

KMB Hedge Fund Activity: Q4 2016 in Review

1,289 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Kimberly-Clark (KMB) for Q4 2016, worth a combined $28.4B — down 9.1% from $31.2B a quarter earlier.

Buyers outnumbered sellers: 136 funds opened new KMB positions and 97 closed out — a net gain of 39 holders — while 431 added to existing stakes and 520 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $197M. The largest seller was JP Morgan Chase, cutting an estimated $208M.

  • 1,289 institutional investors held Kimberly-Clark (KMB) as of Q4 2016, up from 1,268 in Q3 2016.
  • Funds reported $28.4B of Kimberly-Clark stock for Q4 2016, down 9.1% quarter-over-quarter.
  • 136 funds opened new Kimberly-Clark positions in Q4 2016 and 97 closed out, a net change of +39 holders.
  • The largest Kimberly-Clark buyer in Q4 2016 was BlackRock Fund Advisors, an estimated $197M added.
  • The largest Kimberly-Clark seller in Q4 2016 was JP Morgan Chase, an estimated $208M sold.

Based on aggregated 13F filings for Q4 2016.