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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
WSC
1026
Wellington Shields & Co
New York
$233K
BCM
1027
Bluefin Capital Management
New York
$233K +$240K +2,200 New
CCM
1028
Compass Capital Management
Minnesota
$232K
PMFA
1029
Plante Moran Financial Advisors
Michigan
$231K -$44.9K -412 -16%
Koshinski Asset Management
1030
Koshinski Asset Management
Illinois
$231K +$237K +2,177 New
DAM
1031
Delta Asset Management
Tennessee
$230K -$5.45K -50 -2%
SWA
1032
SFMG Wealth Advisors
Texas
$227K -$303K -2,781 -57%
HCM
1033
Howland Capital Management
Massachusetts
$227K
Tudor Investment Corp
1034
Tudor Investment Corp
Connecticut
$226K -$1.38M -12,665 -86%
VIA
1035
Vantage Investment Advisors
Pennsylvania
$225K -$190K -1,749 -45%
WCF
1036
West Coast Financial
California
$225K
NL
1037
NWAM LLC
Washington
$225K +$218K +2,000 New
FPIS
1038
Financial Planning & Information Services
Wisconsin
$224K
EM
1039
Excalibur Management
Massachusetts
$224K +$12.4K +114 +6%
AC
1040
Alexandria Capital
Virginia
$223K
NEPWA
1041
New England Private Wealth Advisors
Massachusetts
$222K +$1.85K +17 +0.8%
FIM
1042
Freedom Investment Management
Connecticut
$222K +$228K +2,096 New
GSBTD
1043
Glenview State Bank Trust Department
Illinois
$220K
RFA
1044
Reilly Financial Advisors
California
$216K -$16.3K -150 -7%
RIM
1045
Reliant Investment Management
Tennessee
$216K
DI
1046
Diligent Investors
California
$215K -$27.2K -250 -11%
PFS
1047
Prospera Financial Services
Texas
$215K +$8.71K +80 +4%
BSW
1048
Buckingham Strategic Wealth
Missouri
$214K -$90.6K -832 -29%
DAS
1049
Dynamic Advisor Solutions
Arizona
$214K -$32K -294 -13%
BAM
1050
Bruderman Asset Management
New York
$214K +$16.7K +153 +8%

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.