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Kimberly-Clark

1,378 hedge funds and large institutions have $28.6B invested in Kimberly-Clark in 2018 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 483 increasing their positions, 565 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more call options, than puts

Call options by funds: $523M | Put options by funds: $252M

30% more funds holding in top 10

Funds holding in top 10: 1013 (+3)

1% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 97

0.56% less ownership

Funds ownership: 74.89%74.33% (-0.56%)

1% less funds holding

Funds holding: 1,3921,378 (-14)

10% less capital invested

Capital invested by funds: $31.7B → $28.6B (-$3.14B)

15% less repeat investments, than reductions

Existing positions increased: 483 | Existing positions reduced: 565

Holders
1,378
Holders Change
-14
Holders Change %
-1.01%
% of All Funds
31.58%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.3%
New
98
Increased
483
Reduced
565
Closed
97
Calls
$523M
Puts
$252M
Net Calls
+$271M
Net Calls Change
+$201M
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1151
Starfire Investment Advisers
Michigan
$227K +$236K +2,070 New
CAPTRUST Financial Advisors
1152
CAPTRUST Financial Advisors
North Carolina
$226K -$19.7K -173 -8%
CF
1153
Centaurus Financial
California
$226K +$10.8K +95 +5%
FIAS
1154
FinTrust Investment Advisory Services
South Carolina
$226K +$44.2K +388 +23%
GIP
1155
Greatmark Investment Partners
Georgia
$225K -$15.1K -133 -6%
RIM
1156
Redwood Investment Management
Arizona
$225K +$232K +2,042 New
ACG
1157
Allen Capital Group
Nebraska
$224K +$16.4K +144 +8%
CIM
1158
Confluence Investment Management
Missouri
$221K +$7.97K +70 +4%
CWM
1159
Chesapeake Wealth Management
Virginia
$221K +$229K +2,010 New
BFPW
1160
BOK Financial Private Wealth
Colorado
$220K -$2.5K -22 -1%
CPIG
1161
Chicago Partners Investment Group
Illinois
$220K
FIM
1162
Freedom Investment Management
Connecticut
$218K +$12.9K +113 +6%
TFO
1163
Tarbox Family Office
California
$217K -$1.94K -17 -0.9%
ACP
1164
Aviance Capital Partners
Florida
$216K -$114 -1 -0.1%
DI
1165
Diligent Investors
California
$216K
AFA
1166
Arlington Financial Advisors
California
$216K +$17.6K +155 +8%
CCM
1167
Coldstream Capital Management
Washington
$214K -$37.9K -333 -15%
PVWM
1168
Point View Wealth Management
New Jersey
$214K
JCM
1169
Jacobi Capital Management
Pennsylvania
$214K +$85K +747 +60%
CAG
1170
Csenge Advisory Group
Florida
$213K +$221K +1,938 New
BP
1171
Ballentine Partners
Massachusetts
$212K -$33.4K -293 -13%
AP
1172
Appleton Partners
Massachusetts
$212K -$16.7K -147 -7%
CCM
1173
Compton Capital Management
Rhode Island
$212K
CP
1174
Castleview Partners
Texas
$212K +$219K +1,928 New
WPC
1175
White Pine Capital
Minnesota
$211K

KMB Hedge Fund Activity: Q1 2018 in Review

1,378 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Kimberly-Clark (KMB) for Q1 2018, worth a combined $28.6B — down 9.9% from $31.7B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new KMB positions and 97 closed out — a net gain of 1 holder — while 483 added to existing stakes and 565 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $231M. The largest seller was JP Morgan Chase, cutting an estimated $223M.

  • 1,378 institutional investors held Kimberly-Clark (KMB) as of Q1 2018, down from 1,392 in Q4 2017.
  • Funds reported $28.6B of Kimberly-Clark stock for Q1 2018, down 9.9% quarter-over-quarter.
  • 98 funds opened new Kimberly-Clark positions in Q1 2018 and 97 closed out, a net change of +1 holder.
  • The largest Kimberly-Clark buyer in Q1 2018 was T. Rowe Price Associates, an estimated $231M added.
  • The largest Kimberly-Clark seller in Q1 2018 was JP Morgan Chase, an estimated $223M sold.

Based on aggregated 13F filings for Q1 2018.