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Kimberly-Clark

1,596 hedge funds and large institutions have $37B invested in Kimberly-Clark in 2020 Q3 according to their latest regulatory filings, with 108 funds opening new positions, 548 increasing their positions, 617 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 75

1% more funds holding

Funds holding: 1,5781,596 (+18)

5% more capital invested

Capital invested by funds: $35.2B → $37B (+$1.74B)

2% more call options, than puts

Call options by funds: $244M | Put options by funds: $238M

0.38% more ownership

Funds ownership: 73.26%73.64% (+0.38%)

11% less repeat investments, than reductions

Existing positions increased: 548 | Existing positions reduced: 617

14% less funds holding in top 10

Funds holding in top 10: 2925 (-4)

Holders
1,596
Holders Change
+18
Holders Change %
+1.14%
% of All Funds
32.2%
Holding in Top 10
25
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-13.79%
% of All Funds
0.5%
New
108
Increased
548
Reduced
617
Closed
75
Calls
$244M
Puts
$238M
Net Calls
+$5.73M
Net Calls Change
-$57.9M
Name Holding Trade Value Shares
Change
Change in
Stake
MG
1076
Mather Group
Illinois
$471K -$9.31K -62 -2%
IA
1077
IFG Advisory
Georgia
$471K +$16.4K +109 +4%
BRM
1078
Boston Research & Management
Massachusetts
$470K
EFS
1079
Essex Financial Services
Connecticut
$470K +$63.2K +421 +15%
YIA
1080
YHB Investment Advisors
Connecticut
$466K -$80.6K -537 -15%
FG
1081
Fiduciary Group
Georgia
$466K -$40.5K -270 -8%
TCWM
1082
Total Clarity Wealth Management
Illinois
$466K -$26.7K -178 -5%
BCA
1083
Bay Colony Advisors
Massachusetts
$465K -$338K -2,250 -42%
MSFP
1084
Mark Sheptoff Financial Planning
Connecticut
$463K
AMG
1085
Advisors Management Group
Wisconsin
$461K
LOAME
1086
Lombard Odier Asset Management (Europe)
United Kingdom
$456K +$463K +3,085 New
LWCFA
1087
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$453K -$30K -200 -6%
MWM
1088
Mattern Wealth Management
Kansas
$452K
RIL
1089
Rothschild Investment LLC
Illinois
$450K +$39.9K +266 +10%
LIM
1090
Lathrop Investment Management
Arkansas
$449K -$25.5K -170 -5%
GIP
1091
Greatmark Investment Partners
Georgia
$449K
EH
1092
Equitable Holdings
New York
$448K -$2.55K -17 -0.6%
AIM
1093
Acropolis Investment Management
Missouri
$448K +$48.8K +325 +12%
HC
1094
Henshaw Capital
Massachusetts
$447K +$2.7K +18 +0.6%
KPW
1095
Kore Private Wealth
New York
$447K +$12K +80 +3%
HIM
1096
Hillsdale Investment Management
Ontario, Canada
$446K +$6.01K +40 +1%
IB
1097
Intrust Bank
Kansas
$444K -$2.4K -16 -0.5%
HB
1098
Horizon Bancorp
Indiana
$443K +$44.6K +297 +11%
SBWM
1099
Sunflower Bank Wealth Management
Arizona
$442K +$6.76K +45 +2%
CBT
1100
Capital Bank & Trust
California
$439K

KMB Hedge Fund Activity: Q3 2020 in Review

1,596 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Kimberly-Clark (KMB) for Q3 2020, worth a combined $37B — up 4.9% from $35.2B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new KMB positions and 75 closed out — a net gain of 33 holders — while 548 added to existing stakes and 617 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $180M. The largest seller was American Century Companies, cutting an estimated $252M.

  • 1,596 institutional investors held Kimberly-Clark (KMB) as of Q3 2020, up from 1,578 in Q2 2020.
  • Funds reported $37B of Kimberly-Clark stock for Q3 2020, up 4.9% quarter-over-quarter.
  • 108 funds opened new Kimberly-Clark positions in Q3 2020 and 75 closed out, a net change of +33 holders.
  • The largest Kimberly-Clark buyer in Q3 2020 was Massachusetts Financial Services, an estimated $180M added.
  • The largest Kimberly-Clark seller in Q3 2020 was American Century Companies, an estimated $252M sold.

Based on aggregated 13F filings for Q3 2020.