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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
PFS
1026
Physicians Financial Services
North Carolina
$335K +$348K +3,060 New
SCM
1027
Sterling Capital Management
North Carolina
$333K
CIM
1028
CIM Investment Management
Pennsylvania
$331K -$7.97K -70 -2%
Fuller & Thaler Asset Management
1029
Fuller & Thaler Asset Management
California
$330K -$342K -3,000 -50%
SRC
1030
Shufro Rose & Co
New York
$330K
BFO
1031
Biltmore Family Office
North Carolina
$326K
GHAM
1032
Gilman Hill Asset Management
Connecticut
$325K -$14.2K -125 -4%
NCM
1033
Novare Capital Management
North Carolina
$323K -$18.8K -165 -5%
KA
1034
Kovack Advisors
Florida
$320K -$88.1K -774 -21%
VF
1035
Virtu Financial
New York
$319K -$793K -6,965 -71%
FHC
1036
First Heartland Consultants
Missouri
$318K +$6.83K +60 +2%
CSA
1037
Cottage Street Advisors
Massachusetts
$317K
IP
1038
Investment Partners
Ohio
$317K +$1.02K +9 +0.3%
BJL
1039
Brighton Jones LLC
Washington
$315K +$46.4K +408 +17%
SSW
1040
Smith Shellnut Wilson
Mississippi
$314K +$35.3K +310 +12%
PCA
1041
Personal Capital Advisors
California
$312K +$322K +2,830 New
FQ
1042
First Quadrant
California
$309K -$285K -2,500 -47%
CA
1043
Cambridge Advisors
Nebraska
$309K
HCC
1044
Hirtle Callaghan & Co
Pennsylvania
$308K
PL
1045
Plancorp LLC
Missouri
$306K +$40.6K +357 +15%
BOS
1046
Bingham Osborn & Scarborough
California
$304K +$1.82K +16 +0.6%
SMM
1047
Stadion Money Management
Georgia
$303K -$73.4K -645 -19%
BAM
1048
Boyar Asset Management
New York
$303K
BRWA
1049
B. Riley Wealth Advisors
Florida
$302K -$38.5K -338 -11%
STA
1050
Summit Trail Advisors
New York
$302K +$61.9K +544 +11%

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.