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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
PCM
1151
Prelude Capital Management
New York
$195K +$12K +100 +7%
CCMW
1152
Cypress Capital Management (Wyoming)
Wyoming
$193K
NEAM
1153
New England Asset Management
Connecticut
$191K -$24K -200 -12%
SA
1154
SRH Advisors
Kansas
$191K
SIG
1155
Schooner Investment Group
Pennsylvania
$190K -$120K -1,000 -40%
DBT
1156
Dubuque Bank & Trust
Iowa
$185K +$7.44K +62 +4%
PIM
1157
Parasol Investment Management
Illinois
$181K -$9K -75 -5%
FPFS
1158
First Personal Financial Services
North Carolina
$181K -$8.28K -69 -5%
FNBSF
1159
First National Bank Sioux Falls
South Dakota
$178K
JWA
1160
JFS Wealth Advisors
Pennsylvania
$178K
S
1161
SignatureFD
Georgia
$173K -$62.8K -523 -28%
GWM
1162
Gupta Wealth Management
California
$150K +$24K +200 +20%
KCPG
1163
Kavar Capital Partners Group
Kansas
$145K
HDIM
1164
Hanson & Doremus Investment Management
Vermont
$144K
SMG
1165
Spectrum Management Group
Indiana
$140K
MFW
1166
Mosaic Family Wealth
Missouri
$132K +$125K +1,039 New
RFWA
1167
RPg Family Wealth Advisory
Massachusetts
$127K +$120K +1,000 New
BMM
1168
Buffington Mohr McNeal
Idaho
$127K +$120K +1,000 New
DSC
1169
Duncker Streett & Co
Missouri
$124K
HA
1170
Harfst & Associates
Wyoming
$118K +$16.8K +140 +18%
VNA
1171
Valley National Advisers
Pennsylvania
$117K
CPA
1172
Cowen Prime Advisors
New York
$115K
TIM
1173
Tortoise Investment Management
New York
$115K +$16.2K +135 +18%
QAM
1174
QCI Asset Management
New York
$112K +$1.68K +14 +2%
CAL
1175
Capital Analysts LLC
Pennsylvania
$111K +$2.4K +20 +2%

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.