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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
GC
1051
Gratus Capital
Georgia
$212K
LK
1052
Lumbard & Kellner
New Hampshire
$212K
PFM
1053
PacWest Financial Management
Arizona
$212K
WA
1054
Winfield Associates
Ohio
$212K
FHA
1055
First Horizon Advisors
Tennessee
$212K +$51.3K +471 +31%
IT
1056
Independence Trust
Tennessee
$211K -$299K -2,745 -58%
KA
1057
KLCM Advisors
Wisconsin
$211K +$217K +1,990 New
WCM
1058
Windsor Capital Management
Arizona
$211K +$217K +1,993 New
FWM
1059
Focused Wealth Management
New York
$210K -$229K -2,103 -52%
BCM
1060
Becker Capital Management
Oregon
$209K -$2.83K -26 -1%
WAS
1061
Winch Advisory Services
Wisconsin
$209K -$980 -9 -0.5%
SCM
1062
SKBA Capital Management
California
$207K -$38.1K -350 -15%
TAM
1063
Taurus Asset Management
New York
$207K
HCM
1064
Hodges Capital Management
Texas
$205K
OAM
1065
Oberweis Asset Management
Illinois
$204K -$10.7K -98 -5%
AW
1066
ACG Wealth
Georgia
$204K +$209K +1,922 New
WPC
1067
White Pine Capital
Minnesota
$203K
TWMP
1068
Taylor Wealth Management Partners
Massachusetts
$201K -$10.9K -100 -5%
KP
1069
Keel Point
Alabama
$200K +$200K +1,840 New
MMG
1070
Monetary Management Group
Missouri
$199K
PIA
1071
Peachtree Investment Advisors
Georgia
$198K
S
1072
SignatureFD
Georgia
$198K +$3.7K +34 +2%
FFC
1073
First Financial Corp
Indiana
$192K
EDRS
1074
Edmond de Rothschild (Suisse)
Switzerland
$188K +$193K +1,775 New
ECM
1075
Estabrook Capital Management
New York
$186K

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.