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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
Koshinski Asset Management
1076
Koshinski Asset Management
Illinois
$279K +$720 +6 +0.3%
HCM
1077
Howland Capital Management
Massachusetts
$279K +$24K +200 +10%
NL
1078
NWAM LLC
Washington
$276K +$20K +167 +8%
BFC
1079
Blue Fin Capital
Rhode Island
$273K -$12K -100 -4%
WCF
1080
West Coast Financial
California
$270K
IP
1081
Investment Partners
Ohio
$270K +$1.08K +9 +0.4%
VIA
1082
Vantage Investment Advisors
Pennsylvania
$269K -$480 -4 -0.2%
HCM
1083
Hodges Capital Management
Texas
$267K +$24K +200 +11%
BIM
1084
Bridges Investment Management
Nebraska
$264K +$249K +2,074 New
PFM
1085
PacWest Financial Management
Arizona
$262K +$3.6K +30 +1%
WHG
1086
Westwood Holdings Group
Texas
$261K +$246K +2,050 New
RIM
1087
Reliant Investment Management
Tennessee
$260K
EM
1088
Excalibur Management
Massachusetts
$256K -$9K -75 -4%
LK
1089
Lumbard & Kellner
New Hampshire
$255K +$240K +2,000 New
RCM
1090
Reynolds Capital Management
Nevada
$255K +$240K +2,000 New
NA
1091
Navellier & Associates
Nevada
$255K +$241K +2,007 New
RFA
1092
Reilly Financial Advisors
California
$254K -$16.6K -138 -6%
IT
1093
Independence Trust
Tennessee
$254K
WCM
1094
Windsor Capital Management
Arizona
$254K +$240 +2 +0.1%
FPIS
1095
Financial Planning & Information Services
Wisconsin
$250K -$18K -150 -7%
AFP
1096
Ausdal Financial Partners
Iowa
$249K +$234K +1,952 New
DI
1097
Diligent Investors
California
$248K
OAM
1098
Oberweis Asset Management
Illinois
$246K +$240 +2 +0.1%
FLPIM
1099
F.L. Putnam Investment Management
Massachusetts
$244K +$9.96K +83 +5%
WPC
1100
White Pine Capital
Minnesota
$243K

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.