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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
IBOK
1201
Independence Bank of Kentucky
Kentucky
$184K +$102K +897 +116%
MMG
1202
Monetary Management Group
Missouri
$182K
QAM
1203
QCI Asset Management
New York
$180K
WEC
1204
Winslow Evans & Crocker
Massachusetts
$180K -$49.6K -436 -21%
FHA
1205
First Horizon Advisors
Tennessee
$168K -$257K -2,259 -59%
OFW
1206
Omnia Family Wealth
Florida
$168K -$29.8K -262 -15%
SAM
1207
Shamrock Asset Management
Texas
$167K +$55.7K +489 +44%
LFG
1208
LifePlan Financial Group
Ohio
$166K +$171K +1,506 New
Carson Wealth (CWM LLC)
1209
Carson Wealth (CWM LLC)
Nebraska
$161K
APA
1210
American Portfolios Advisors
New York
$157K -$61.7K -542 -28%
WAS
1211
Winch Advisory Services
Wisconsin
$155K +$1.02K +9 +0.6%
JWA
1212
JFS Wealth Advisors
Pennsylvania
$154K
WB
1213
Webster Bank
Connecticut
$152K
KTC
1214
Kistler-Tiffany Companies
Pennsylvania
$152K +$6.83K +60 +5%
SAS
1215
Stelac Advisory Services
New York
$152K +$157K +1,378 New
GRP
1216
Global Retirement Partners
California
$150K +$7.51K +66 +5%
FPS
1217
Fieldpoint Private Securities
Connecticut
$144K
AIM
1218
Advantage Investment Management
Iowa
$143K -$31.3K -275 -17%
AWM
1219
Aevitas Wealth Management
Massachusetts
$143K +$455 +4 +0.3%
PWAG
1220
Polaris Wealth Advisory Group
California
$137K +$142K +1,246 New
SC
1221
Sawyer & Company
Massachusetts
$135K +$128K +1,125 +1,125%
MRCM
1222
M&R Capital Management
New Jersey
$132K -$99.6K -875 -42%
BRC
1223
Bell Rock Capital
Delaware
$129K -$37K -325 -22%
CAL
1224
Capital Analysts LLC
Pennsylvania
$129K +$18.8K +165 +16%
PCM
1225
Poehling Capital Management
Wisconsin
$129K +$26.8K +235 +25%

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.