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Kimberly-Clark

1,269 hedge funds and large institutions have $31.6B invested in Kimberly-Clark in 2015 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 432 increasing their positions, 497 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more first-time investments, than exits

New positions opened: 137 | Existing positions closed: 56

65% more funds holding in top 10

Funds holding in top 10: 2338 (+15)

19% more call options, than puts

Call options by funds: $243M | Put options by funds: $204M

17% more capital invested

Capital invested by funds: $27.1B → $31.6B (+$4.54B)

6% more funds holding

Funds holding: 1,1961,269 (+73)

0.09% more ownership

Funds ownership: 68.26%68.35% (+0.09%)

13% less repeat investments, than reductions

Existing positions increased: 432 | Existing positions reduced: 497

Holders
1,269
Holders Change
+73
Holders Change %
+6.1%
% of All Funds
33.29%
Holding in Top 10
38
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+65.22%
% of All Funds
1%
New
137
Increased
432
Reduced
497
Closed
56
Calls
$243M
Puts
$204M
Net Calls
+$39M
Net Calls Change
+$32.8M
Name Holding Trade Value Shares
Change
Change in
Stake
VHAM
1051
Van Hulzen Asset Management
California
$296K
CWM
1052
Confluence Wealth Management
Oregon
$296K +$19.7K +164 +8%
TC
1053
Taylor Cottrill
New Hampshire
$295K +$8.4K +70 +3%
KP
1054
Keel Point
Alabama
$294K +$15.4K +128 +6%
RMC
1055
Regis Management Company
California
$292K +$276K +2,295 New
SAM
1056
SignalPoint Asset Management
Missouri
$291K -$64.8K -540 -19%
BCM
1057
Becker Capital Management
Oregon
$289K +$36K +300 +15%
GVT
1058
Genesee Valley Trust
New York
$288K -$23.4K -195 -8%
IC
1059
InterOcean Capital
Illinois
$287K +$36K +300 +15%
AIA
1060
Affinity Investment Advisors
California
$286K +$270K +2,250 New
SPC
1061
Stewart & Patten Company
California
$285K
EHWM
1062
Eads & Heald Wealth Management
Georgia
$283K
MBTD
1063
Mechanics Bank - Trust Department
California
$283K
SGCA
1064
Steel Grove Capital Advisors
Tennessee
$283K +$265K +2,209 New
FIM
1065
Freedom Investment Management
Connecticut
$283K +$267K +2,223 New
PAM
1066
Private Asset Management
California
$282K -$1.08K -9 -0.4%
SWA
1067
SFMG Wealth Advisors
Texas
$282K +$9K +75 +4%
Tudor Investment Corp
1068
Tudor Investment Corp
Connecticut
$281K -$754K -6,282 -74%
FFC
1069
First Financial Corp
Indiana
$281K
GC
1070
Gratus Capital
Georgia
$281K +$25K +208 +10%
MSFP
1071
Mark Sheptoff Financial Planning
Connecticut
$280K -$137K -1,140 -34%
PMFA
1072
Plante Moran Financial Advisors
Michigan
$280K -$9.96K -83 -4%
FFA
1073
First Foundation Advisors
California
$280K +$38.4K +320 +17%
FIB
1074
First Interstate Bank
Montana
$279K -$12K -100 -4%
CCM
1075
Compass Capital Management
Minnesota
$279K

KMB Hedge Fund Activity: Q4 2015 in Review

1,269 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Kimberly-Clark (KMB) for Q4 2015, worth a combined $31.6B — up 17% from $27.1B a quarter earlier.

Buyers outnumbered sellers: 137 funds opened new KMB positions and 56 closed out — a net gain of 81 holders — while 432 added to existing stakes and 497 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $433M. The largest seller was Capital World Investors, cutting an estimated $269M.

  • 1,269 institutional investors held Kimberly-Clark (KMB) as of Q4 2015, up from 1,196 in Q3 2015.
  • Funds reported $31.6B of Kimberly-Clark stock for Q4 2015, up 17% quarter-over-quarter.
  • 137 funds opened new Kimberly-Clark positions in Q4 2015 and 56 closed out, a net change of +81 holders.
  • The largest Kimberly-Clark buyer in Q4 2015 was JP Morgan Chase, an estimated $433M added.
  • The largest Kimberly-Clark seller in Q4 2015 was Capital World Investors, an estimated $269M sold.

Based on aggregated 13F filings for Q4 2015.