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Kimberly-Clark
KMB

1,289 hedge funds and large institutions have $28.4B invested in Kimberly-Clark in 2016 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 431 increasing their positions, 520 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 136 | Existing positions closed: 97

2% more funds holding

Funds holding: 1,268 → 1,289 (+21)

0.22% less ownership

Funds ownership: 69.44% → 69.22% (-0.22%)

9% less capital invested

Capital invested by funds: $31.2B → $28.4B (-$2.83B)

16% less call options, than puts

Call options by funds: $197M | Put options by funds: $234M

17% less repeat investments, than reductions

Existing positions increased: 431 | Existing positions reduced: 520

21% less funds holding in top 10

Funds holding in top 10: 14 → 11 (-3)

Holders
1,289
Holders Change
+21
Holders Change %
+1.66%
% of All Funds
32.23%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.28%
New
136
Increased
431
Reduced
520
Closed
97
Calls
$197M
Puts
$234M
Net Calls
-$37.1M
Net Calls Change
+$37.9M

Top Buyers

Rank Fund Capital Flow
1
BFA
BlackRock Fund Advisors
California
+$197M
2
Wells Fargo
Wells Fargo
California
+$133M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$106M
4
Bank of America
Bank of America
North Carolina
+$99M
5
American Century Companies
American Century Companies
Missouri
+$88.9M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$208M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$171M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$115M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$110M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$91.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
WOC
1251
West Oak Capital
California
$16.5K – – –
BWM
1252
Baystate Wealth Management
Massachusetts
$16K +$15.9K +137 New
BCM
1253
Blume Capital Management
California
$14K – – –
SIG
1254
Stanford Investment Group
California
$14K – – –
FAM
1255
Fred Alger Management
New York
$12K – – –
CFG
1256
CKW Financial Group
Hawaii
$11K – – –
FMP
1257
Financial Management Professionals
Texas
$11K – – –
GWA
1258
Guidant Wealth Advisors
Illinois
$11K – – –
KIG
1259
Kessler Investment Group
Indiana
$11K – – –
HR
1260
Howe & Rusling
New York
$10K – – –
IWC
1261
Integrated Wealth Counsel
California
$10K – – –
CFD
1262
Creative Financial Designs
Indiana
$9K +$10.6K +91 New
AWM
1263
AllSquare Wealth Management
New York
$8K – – –
PCTC
1264
Perkins Coie Trust Company
Washington
$8K – – –
CWM
1265
Catamount Wealth Management
Connecticut
$8K +$7.66K +66 New
ARMC
1266
American Research & Management Company
Massachusetts
$7K – – –
NYLT
1267
New York Life Trust
New York
$6K +$3.25K +28 +108%
EWM
1268
Edge Wealth Management
New York
$6K +$5.69K +49 New
NCM
1269
New Capital Management
Texas
$6K +$5.8K +50 New
TCM
1270
Trent Capital Management
North Carolina
$6K +$6.38K +55 New
DPA
1271
Delphi Private Advisors
California
$5K -$1.28K -11 -21%
SAM
1272
Solaris Asset Management
New York
$5K – – –
TCM
1273
Tradewinds Capital Management
Washington
$4K -$2.32K -20 -36%
HIM
1274
Hillsdale Investment Management
Ontario, Canada
$4K – – –
TDC
1275
Thompson Davis & Co
Virginia
$4K – – –
49 50
51
52 53

KMB Hedge Fund Activity: Q4 2016 in Review

1,289 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Kimberly-Clark (KMB) for Q4 2016, worth a combined $28.4B — down 9.1% from $31.2B a quarter earlier.

Buyers outnumbered sellers: 136 funds opened new KMB positions and 97 closed out — a net gain of 39 holders — while 431 added to existing stakes and 520 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $197M. The largest seller was JP Morgan Chase, cutting an estimated $208M.

  • 1,289 institutional investors held Kimberly-Clark (KMB) as of Q4 2016, up from 1,268 in Q3 2016.
  • Funds reported $28.4B of Kimberly-Clark stock for Q4 2016, down 9.1% quarter-over-quarter.
  • 136 funds opened new Kimberly-Clark positions in Q4 2016 and 97 closed out, a net change of +39 holders.
  • The largest Kimberly-Clark buyer in Q4 2016 was BlackRock Fund Advisors, an estimated $197M added.
  • The largest Kimberly-Clark seller in Q4 2016 was JP Morgan Chase, an estimated $208M sold.

Based on aggregated 13F filings for Q4 2016.