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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
MFG
1126
Merit Financial Group
Georgia
$225K +$222K +1,983 New
UCMOK
1127
United Capital Management of KS
Kansas
$224K +$216K +1,928 New
RCAG
1128
Rehmann Capital Advisory Group
Michigan
$224K -$1.79K -16 -0.8%
CT
1129
Clearstead Trust
Maine
$223K
ACP
1130
Aviance Capital Partners
Florida
$223K +$112 +1 +0.1%
WI
1131
Wintrust Investments
Illinois
$223K +$220K +1,961 New
PVWM
1132
Point View Wealth Management
New Jersey
$221K
JGIA
1133
Jackson Grant Investment Advisers
Connecticut
$221K +$1.91K +17 +0.9%
LFR
1134
Lehman Financial Resources
Pennsylvania
$220K +$336 +3 +0.2%
CCM
1135
Compton Capital Management
Rhode Island
$219K
CAM
1136
Cypress Asset Management
Texas
$219K
FA
1137
FCG Advisors
New Jersey
$219K +$112 +1 +0.1%
WPC
1138
White Pine Capital
Minnesota
$217K
GW
1139
GW & Wade
Massachusetts
$216K -$39.1K -349 -16%
NF
1140
Nikulski Financial
Iowa
$215K +$231K +2,058 New
MWM
1141
Modera Wealth Management
New Jersey
$214K +$211K +1,885 New
HI
1142
Hudock Inc
Pennsylvania
$213K +$112 +1 +0.1%
WPA
1143
Winning Points Advisors
Florida
$213K +$210K +1,875 New
GWCM
1144
Godshalk Welsh Capital Management
Pennsylvania
$212K +$209K +1,862 New
MGIA
1145
Moneta Group Investment Advisors
Missouri
$211K -$429K -3,829 -67%
AL
1146
Aspiriant LLC
California
$211K +$209K +1,860 New
VRM
1147
Vectors Research Management
New York
$210K +$224K +2,000 New
EWF
1148
Epstein & White Financial
California
$208K -$69K -615 -24%
SIC
1149
Salem Investment Counselors
North Carolina
$205K
PCMC
1150
Paragon Capital Management (Colorado)
Colorado
$205K +$202K +1,800 New

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.