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Kimberly-Clark

1,310 hedge funds and large institutions have $30B invested in Kimberly-Clark in 2017 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 476 increasing their positions, 516 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more call options, than puts

Call options by funds: $410M | Put options by funds: $223M

1.3% more ownership

Funds ownership: 70.78%72.08% (+1.3%)

1% less first-time investments, than exits

New positions opened: 70 | Existing positions closed: 71

8% less repeat investments, than reductions

Existing positions increased: 476 | Existing positions reduced: 516

1% less funds holding

Funds holding: 1,3241,310 (-14)

8% less capital invested

Capital invested by funds: $32.5B → $30B (-$2.47B)

44% less funds holding in top 10

Funds holding in top 10: 169 (-7)

Holders
1,310
Holders Change
-14
Holders Change %
-1.06%
% of All Funds
32.65%
Holding in Top 10
9
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-43.75%
% of All Funds
0.22%
New
70
Increased
476
Reduced
516
Closed
71
Calls
$410M
Puts
$223M
Net Calls
+$188M
Net Calls Change
-$73.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1001
Sterling Capital Management
North Carolina
$356K
CCMG
1002
Clark Capital Management Group
Pennsylvania
$355K
SRC
1003
Shufro Rose & Co
New York
$353K
PCMC
1004
Paragon Capital Management (Colorado)
Colorado
$352K +$12.2K +100 +3%
BOS
1005
Bingham Osborn & Scarborough
California
$351K +$3.91K +32 +1%
IAM
1006
Impax Asset Management
New Hampshire
$351K +$24.4K +200 +7%
LA
1007
Lucus Advisors
New York
$350K +$363K +2,973 New
CCT
1008
Chemung Canal Trust
New York
$348K -$12.3K -101 -3%
PFS
1009
Prospera Financial Services
Texas
$347K -$12.7K -104 -3%
MWM
1010
Modera Wealth Management
New Jersey
$341K -$150K -1,225 -30%
CC
1011
Cadinha & Co
Hawaii
$341K -$35.5K -291 -9%
CSA
1012
Cottage Street Advisors
Massachusetts
$340K
CBN
1013
Cadence Bank NA
Texas
$339K -$56.4K -462 -14%
WRF
1014
Waddell & Reed Financial
Kansas
$338K
IP
1015
Investment Partners
Ohio
$337K +$977 +8 +0.3%
VIA
1016
Virtus Investment Advisers
Connecticut
$333K -$14.2K -116 -4%
CA
1017
Cambridge Advisors
Nebraska
$330K
HCC
1018
Hirtle Callaghan & Co
Pennsylvania
$330K +$342K +2,800 New
AAM
1019
Autus Asset Management
Arizona
$327K +$100K +820 +42%
FPS
1020
Fieldpoint Private Securities
Connecticut
$325K +$337K +2,758 New
BAM
1021
Boyar Asset Management
New York
$324K
LDB
1022
Lee, Danner & Bass
Tennessee
$323K -$38K -311 -10%
CCT
1023
Country Club Trust
Missouri
$322K
JFA
1024
Johanson Financial Advisors
California
$322K +$95.6K +783 +40%
WSCM
1025
Wellington Shields Capital Management
New York
$320K -$36.6K -300 -10%

KMB Hedge Fund Activity: Q3 2017 in Review

1,310 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Kimberly-Clark (KMB) for Q3 2017, worth a combined $30B — down 7.6% from $32.5B a quarter earlier.

Sellers outnumbered buyers: 71 funds closed out of KMB and 70 opened new positions — a net loss of 1 holder — while 516 trimmed existing stakes and 476 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $431M. The largest seller was Janus Henderson Group, cutting an estimated $130M.

  • 1,310 institutional investors held Kimberly-Clark (KMB) as of Q3 2017, down from 1,324 in Q2 2017.
  • Funds reported $30B of Kimberly-Clark stock for Q3 2017, down 7.6% quarter-over-quarter.
  • 70 funds opened new Kimberly-Clark positions in Q3 2017 and 71 closed out, a net change of -1 holder.
  • The largest Kimberly-Clark buyer in Q3 2017 was T. Rowe Price Associates, an estimated $431M added.
  • The largest Kimberly-Clark seller in Q3 2017 was Janus Henderson Group, an estimated $130M sold.

Based on aggregated 13F filings for Q3 2017.