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Kimberly-Clark

1,362 hedge funds and large institutions have $28.8B invested in Kimberly-Clark in 2018 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 415 increasing their positions, 588 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more call options, than puts

Call options by funds: $344M | Put options by funds: $234M

36% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 72

5% more capital invested

Capital invested by funds: $27.3B → $28.8B (+$1.44B)

1% more funds holding

Funds holding: 1,3491,362 (+13)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

2.05% less ownership

Funds ownership: 74.76%72.71% (-2%)

29% less repeat investments, than reductions

Existing positions increased: 415 | Existing positions reduced: 588

Holders
1,362
Holders Change
+13
Holders Change %
+0.96%
% of All Funds
31.14%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.25%
New
98
Increased
415
Reduced
588
Closed
72
Calls
$344M
Puts
$234M
Net Calls
+$110M
Net Calls Change
+$157M
Name Holding Trade Value Shares
Change
Change in
Stake
MWPCG
1101
Measured Wealth Private Client Group
New Hampshire
$244K +$241K +2,149 New
ACG
1102
Allen Capital Group
Nebraska
$243K +$785 +7 +0.3%
APP
1103
Avantax Planning Partners
Iowa
$240K -$21.9K -195 -8%
AA
1104
Apriem Advisors
California
$239K
ECM
1105
Estabrook Capital Management
New York
$238K -$27.8K -248 -11%
WAM
1106
Winslow Asset Management
Ohio
$238K -$123K -1,100 -34%
UBV
1107
United Bank (Virginia)
Virginia
$238K
BCM
1108
Beck Capital Management
Texas
$237K -$50.5K -450 -18%
HCM
1109
Hodges Capital Management
Texas
$237K -$22.4K -200 -9%
DC
1110
DeDora Capital
California
$237K +$234K +2,084 New
SIA
1111
Starfire Investment Advisers
Michigan
$235K
BAM
1112
Belpointe Asset Management
Nevada
$235K +$232K +2,070 New
CIM
1113
Confluence Investment Management
Missouri
$233K -$16.1K -144 -7%
HCM
1114
Howland Capital Management
Massachusetts
$233K -$4.15K -37 -2%
ECM
1115
Evergreen Capital Management
Washington
$232K -$114K -1,015 -33%
GIP
1116
Greatmark Investment Partners
Georgia
$232K
PFS
1117
Prospera Financial Services
Texas
$230K -$82.9K -739 -25%
TAM
1118
Trillium Asset Management
Massachusetts
$230K +$227K +2,024 New
NCM
1119
Novare Capital Management
North Carolina
$229K -$13.3K -119 -6%
CWM
1120
Chesapeake Wealth Management
Virginia
$228K
TFO
1121
Tarbox Family Office
California
$228K
CYG
1122
Clean Yield Group
Vermont
$228K +$224K +2,002 New
VC
1123
Vicus Capital
Pennsylvania
$227K -$1.8M -16,086 -89%
BFPW
1124
BOK Financial Private Wealth
Colorado
$227K
BB
1125
Busey Bank
Illinois
$226K -$14K -125 -6%

KMB Hedge Fund Activity: Q3 2018 in Review

1,362 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Kimberly-Clark (KMB) for Q3 2018, worth a combined $28.8B — up 5.3% from $27.3B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new KMB positions and 72 closed out — a net gain of 26 holders — while 415 added to existing stakes and 588 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $243M. The largest seller was Capital Research Global Investors, cutting an estimated $386M.

  • 1,362 institutional investors held Kimberly-Clark (KMB) as of Q3 2018, up from 1,349 in Q2 2018.
  • Funds reported $28.8B of Kimberly-Clark stock for Q3 2018, up 5.3% quarter-over-quarter.
  • 98 funds opened new Kimberly-Clark positions in Q3 2018 and 72 closed out, a net change of +26 holders.
  • The largest Kimberly-Clark buyer in Q3 2018 was T. Rowe Price Associates, an estimated $243M added.
  • The largest Kimberly-Clark seller in Q3 2018 was Capital Research Global Investors, an estimated $386M sold.

Based on aggregated 13F filings for Q3 2018.