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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
SSG
1151
Summit Securities Group
New York
$205K +$202K +1,800 New
TCOO
1152
Trust Company of Oklahoma
Oklahoma
$205K +$202K +1,800 New
PMFA
1153
Plante Moran Financial Advisors
Michigan
$202K -$2.47K -22 -1%
TCM
1154
Traynor Capital Management
Pennsylvania
$202K +$199K +1,778 New
B
1155
Bellecapital
Switzerland
$202K +$200K +1,780 New
SNT
1156
Security National Trust
West Virginia
$201K -$8.97K -80 -4%
DI
1157
Diligent Investors
California
$200K -$22.4K -200 -10%
VIA
1158
Vantage Investment Advisors
Pennsylvania
$200K +$29.8K +266 +15%
CCM
1159
Coldstream Capital Management
Washington
$200K +$197K +1,761 New
APA
1160
American Portfolios Advisors
New York
$199K -$6.73K -60 -3%
WF
1161
WealthTrust Fairport
Ohio
$195K -$123K -1,097 -39%
TC
1162
Trust Company
Kansas
$194K -$3.48K -31 -2%
LFASL
1163
Lugano Financial Advisors SA (LFA)
Switzerland
$193K
BRC
1164
Bell Rock Capital
Delaware
$193K +$17.9K +160 +10%
MWM
1165
Merriman Wealth Management
Washington
$184K +$181K +1,616 New
BL
1166
Balentine LLC
Georgia
$183K +$170K +1,519 +1,746%
SFPIA
1167
Stevens First Principles Investment Advisors
California
$182K
PA
1168
Parallel Advisors
California
$181K -$21.5K -192 -11%
ARMT
1169
Amica Retiree Medical Trust
Rhode Island
$180K -$70.1K -625 -28%
HDIM
1170
Hanson & Doremus Investment Management
Vermont
$180K
ACC
1171
Accident Compensation Corp
New Zealand
$177K -$1.58M -14,100 -90%
SAM
1172
Shamrock Asset Management
Texas
$177K +$224 +2 +0.1%
WEC
1173
Winslow Evans & Crocker
Massachusetts
$176K -$17.9K -160 -10%
WWMSC
1174
Wagner Wealth Management (South Carolina)
South Carolina
$174K -$5.61K -50 -3%
LFG
1175
LifePlan Financial Group
Ohio
$171K

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.