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Kimberly-Clark

1,350 hedge funds and large institutions have $27.3B invested in Kimberly-Clark in 2018 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 472 increasing their positions, 557 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.43% more ownership

Funds ownership: 74.33%74.76% (+0.43%)

4% less capital invested

Capital invested by funds: $28.6B → $27.3B (-$1.27B)

2% less funds holding

Funds holding: 1,3791,350 (-29)

10% less call options, than puts

Call options by funds: $408M | Put options by funds: $455M

15% less repeat investments, than reductions

Existing positions increased: 472 | Existing positions reduced: 557

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

16% less first-time investments, than exits

New positions opened: 81 | Existing positions closed: 96

Holders
1,350
Holders Change
-29
Holders Change %
-2.1%
% of All Funds
30.9%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.25%
New
81
Increased
472
Reduced
557
Closed
96
Calls
$408M
Puts
$455M
Net Calls
-$47.6M
Net Calls Change
-$319M
Name Holding Trade Value Shares
Change
Change in
Stake
UBV
1126
United Bank (Virginia)
Virginia
$221K -$7.9K -76 -4%
SRSA
1127
S.R. Schill & Associates
Washington
$221K
IP
1128
Investment Partners
Ohio
$220K -$82K -789 -27%
HCM
1129
Howland Capital Management
Massachusetts
$220K
SIA
1130
Starfire Investment Advisers
Michigan
$218K
GIP
1131
Greatmark Investment Partners
Georgia
$215K
HA
1132
Hays Advisory
Tennessee
$213K -$9.14K -88 -4%
BFPW
1133
BOK Financial Private Wealth
Colorado
$211K
CWM
1134
Chesapeake Wealth Management
Virginia
$211K
CPIG
1135
Chicago Partners Investment Group
Illinois
$211K
TFO
1136
Tarbox Family Office
California
$211K +$3.84K +37 +2%
WAM
1137
Wolverine Asset Management
Illinois
$210K -$51.9K -500 -20%
RCAG
1138
Rehmann Capital Advisory Group
Michigan
$209K -$45.6K -439 -18%
AFA
1139
Arlington Financial Advisors
California
$207K -$19.7K -190 -9%
DI
1140
Diligent Investors
California
$207K
CT
1141
Clearstead Trust
Maine
$207K +$29.8K +287 +17%
ACP
1142
Aviance Capital Partners
Florida
$206K
PVWM
1143
Point View Wealth Management
New Jersey
$205K
CAM
1144
Cypress Asset Management
Texas
$203K -$829K -7,975 -81%
JGIA
1145
Jackson Grant Investment Advisers
Connecticut
$203K -$35.2K -339 -15%
CCM
1146
Compton Capital Management
Rhode Island
$203K
FA
1147
FCG Advisors
New Jersey
$203K +$9.04K +87 +5%
LFR
1148
Lehman Financial Resources
Pennsylvania
$203K +$201K +1,933 New
KP
1149
Keel Point
Alabama
$202K +$935 +9 +0.5%
WPC
1150
White Pine Capital
Minnesota
$201K

KMB Hedge Fund Activity: Q2 2018 in Review

1,350 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Kimberly-Clark (KMB) for Q2 2018, worth a combined $27.3B — down 4.4% from $28.6B a quarter earlier.

Sellers outnumbered buyers: 96 funds closed out of KMB and 81 opened new positions — a net loss of 15 holders — while 557 trimmed existing stakes and 472 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $541M. The largest seller was Bank of America, cutting an estimated $252M.

  • 1,350 institutional investors held Kimberly-Clark (KMB) as of Q2 2018, down from 1,379 in Q1 2018.
  • Funds reported $27.3B of Kimberly-Clark stock for Q2 2018, down 4.4% quarter-over-quarter.
  • 81 funds opened new Kimberly-Clark positions in Q2 2018 and 96 closed out, a net change of -15 holders.
  • The largest Kimberly-Clark buyer in Q2 2018 was T. Rowe Price Associates, an estimated $541M added.
  • The largest Kimberly-Clark seller in Q2 2018 was Bank of America, an estimated $252M sold.

Based on aggregated 13F filings for Q2 2018.