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Kimberly-Clark

1,596 hedge funds and large institutions have $37B invested in Kimberly-Clark in 2020 Q3 according to their latest regulatory filings, with 108 funds opening new positions, 548 increasing their positions, 617 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 75

1% more funds holding

Funds holding: 1,5781,596 (+18)

5% more capital invested

Capital invested by funds: $35.2B → $37B (+$1.74B)

2% more call options, than puts

Call options by funds: $244M | Put options by funds: $238M

0.38% more ownership

Funds ownership: 73.26%73.64% (+0.38%)

11% less repeat investments, than reductions

Existing positions increased: 548 | Existing positions reduced: 617

14% less funds holding in top 10

Funds holding in top 10: 2925 (-4)

Holders
1,596
Holders Change
+18
Holders Change %
+1.14%
% of All Funds
32.2%
Holding in Top 10
25
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-13.79%
% of All Funds
0.5%
New
108
Increased
548
Reduced
617
Closed
75
Calls
$244M
Puts
$238M
Net Calls
+$5.73M
Net Calls Change
-$57.9M
Name Holding Trade Value Shares
Change
Change in
Stake
OWA
1001
Outlook Wealth Advisors
Texas
$568K +$74.5K +496 +15%
FVWA
1002
Foster Victor Wealth Advisors
South Carolina
$568K +$299K +1,988 +107%
1IA
1003
1834 Investment Advisors
Wisconsin
$566K -$103K -685 -15%
BHBT
1004
Burke & Herbert Bank & Trust
Virginia
$561K -$3K -20 -0.5%
BO
1005
Bank OZK
Arkansas
$561K
NAM
1006
North American Management
Massachusetts
$560K
CAMG
1007
CWA Asset Management Group
Florida
$555K -$609K -4,053 -52%
PA
1008
Parallel Advisors
California
$553K -$18.6K -124 -3%
BIA
1009
Bigelow Investment Advisors
Maine
$550K +$10.5K +70 +2%
ECM
1010
Evergreen Capital Management
Washington
$549K +$1.2K +8 +0.2%
AC
1011
Arjuna Capital
North Carolina
$549K +$19.1K +127 +4%
YWP
1012
YorkBridge Wealth Partners
New York
$548K
SC
1013
SRB Corp
Massachusetts
$548K +$20.3K +135 +4%
CCIA
1014
Campbell & Co Investment Adviser
Maryland
$548K +$558K +3,714 New
NB
1015
Nicolet Bankshares
Wisconsin
$547K -$3K -20 -0.5%
SIM
1016
Stratos Investment Management
Ohio
$547K +$99.4K +662 +22%
QCM
1017
Quantinno Capital Management
New York
$546K
MFS
1018
Mirabella Financial Services
United Kingdom
$546K +$555K +3,697 New
NVIM
1019
New Vernon Investment Management
Illinois
$543K
TW
1020
TrinityPoint Wealth
Connecticut
$542K +$114K +760 +26%
RCM
1021
RNC Capital Management
California
$541K -$2.7K -18 -0.5%
LS
1022
Livforsakringsbolaget Skandia
Sweden
$541K
WTB
1023
Washington Trust Bank
Washington
$541K
AW
1024
ACG Wealth
Georgia
$540K -$21.9K -146 -4%
CAW
1025
Cornerstone Advisors (Washington)
Washington
$538K +$5.86K +39 +1%

KMB Hedge Fund Activity: Q3 2020 in Review

1,596 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Kimberly-Clark (KMB) for Q3 2020, worth a combined $37B — up 4.9% from $35.2B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new KMB positions and 75 closed out — a net gain of 33 holders — while 548 added to existing stakes and 617 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $180M. The largest seller was American Century Companies, cutting an estimated $252M.

  • 1,596 institutional investors held Kimberly-Clark (KMB) as of Q3 2020, up from 1,578 in Q2 2020.
  • Funds reported $37B of Kimberly-Clark stock for Q3 2020, up 4.9% quarter-over-quarter.
  • 108 funds opened new Kimberly-Clark positions in Q3 2020 and 75 closed out, a net change of +33 holders.
  • The largest Kimberly-Clark buyer in Q3 2020 was Massachusetts Financial Services, an estimated $180M added.
  • The largest Kimberly-Clark seller in Q3 2020 was American Century Companies, an estimated $252M sold.

Based on aggregated 13F filings for Q3 2020.