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Kimberly-Clark

1,378 hedge funds and large institutions have $28.6B invested in Kimberly-Clark in 2018 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 483 increasing their positions, 565 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more call options, than puts

Call options by funds: $523M | Put options by funds: $252M

30% more funds holding in top 10

Funds holding in top 10: 1013 (+3)

1% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 97

0.56% less ownership

Funds ownership: 74.89%74.33% (-0.56%)

1% less funds holding

Funds holding: 1,3921,378 (-14)

10% less capital invested

Capital invested by funds: $31.7B → $28.6B (-$3.14B)

15% less repeat investments, than reductions

Existing positions increased: 483 | Existing positions reduced: 565

Holders
1,378
Holders Change
-14
Holders Change %
-1.01%
% of All Funds
31.58%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.3%
New
98
Increased
483
Reduced
565
Closed
97
Calls
$523M
Puts
$252M
Net Calls
+$271M
Net Calls Change
+$201M
Name Holding Trade Value Shares
Change
Change in
Stake
YIA
1001
YHB Investment Advisors
Connecticut
$357K -$3.42K -30 -0.9%
RCM
1002
RNC Capital Management
California
$357K +$4.33K +38 +1%
DLA
1003
Douglas Lane & Associates
New York
$355K -$2.85K -25 -0.8%
HVIA
1004
Hudson Valley Investment Advisors
New York
$354K -$30.7K -270 -8%
PCG
1005
Private Capital Group
Connecticut
$354K +$25.6K +225 +8%
CGA
1006
Crescent Grove Advisors
Illinois
$354K +$135K +1,187 +59%
EA
1007
Elm Advisors
California
$353K
MAM
1008
Meeder Asset Management
Ohio
$351K -$735K -6,452 -67%
PCM
1009
Perritt Capital Management
Illinois
$351K -$1.48K -13 -0.4%
CC
1010
Cadinha & Co
Hawaii
$351K
Cerity Partners
1011
Cerity Partners
New York
$349K -$105K -923 -23%
WC
1012
Weil Company
California
$348K -$31.3K -275 -8%
MSFP
1013
Mark Sheptoff Financial Planning
Connecticut
$345K -$7.51K -66 -2%
BFG
1014
Beacon Financial Group
Texas
$345K +$356K +3,129 New
BA
1015
Bristlecone Advisors
Washington
$343K -$69.9K -614 -16%
AMG
1016
Advisors Management Group
Wisconsin
$341K
CPA
1017
Clear Perspective Advisors
Illinois
$341K +$146K +1,284 +71%
Cetera Investment Advisers
1018
Cetera Investment Advisers
Illinois
$339K -$83.7K -735 -19%
FANJ
1019
Financial Architects (New Jersey)
New Jersey
$339K -$5.58K -49 -2%
W
1020
Wealthfront
California
$338K -$132K -1,159 -27%
GCMG
1021
Gyroscope Capital Management Group
Florida
$337K +$1.02K +9 +0.3%
JFA
1022
Johanson Financial Advisors
California
$337K +$11.6K +102 +3%
PFS
1023
Prospera Financial Services
Texas
$336K -$36.2K -318 -9%
RI
1024
Ridgewood Investments
New Jersey
$336K +$52.8K +464 +18%
EWF
1025
Epstein & White Financial
California
$335K -$7.86K -69 -2%

KMB Hedge Fund Activity: Q1 2018 in Review

1,378 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Kimberly-Clark (KMB) for Q1 2018, worth a combined $28.6B — down 9.9% from $31.7B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new KMB positions and 97 closed out — a net gain of 1 holder — while 483 added to existing stakes and 565 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $231M. The largest seller was JP Morgan Chase, cutting an estimated $223M.

  • 1,378 institutional investors held Kimberly-Clark (KMB) as of Q1 2018, down from 1,392 in Q4 2017.
  • Funds reported $28.6B of Kimberly-Clark stock for Q1 2018, down 9.9% quarter-over-quarter.
  • 98 funds opened new Kimberly-Clark positions in Q1 2018 and 97 closed out, a net change of +1 holder.
  • The largest Kimberly-Clark buyer in Q1 2018 was T. Rowe Price Associates, an estimated $231M added.
  • The largest Kimberly-Clark seller in Q1 2018 was JP Morgan Chase, an estimated $223M sold.

Based on aggregated 13F filings for Q1 2018.