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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
ML
1251
McAdam LLC
Pennsylvania
$93K +$96K +843 New
SWA
1252
Sutton Wealth Advisors
Florida
$91.3K +$22.7K +199 +32%
GLI
1253
Guardian Life Insurance
New York
$89K -$38.1K -335 -29%
HIIFS
1254
Harel Insurance Investments & Financial Services
Israel
$88K
AWA
1255
Acorn Wealth Advisors
Michigan
$87K
SOAMC
1256
Spirit of America Management Corp
New York
$83K -$598K -5,250 -88%
OIA
1257
OneDigital Investment Advisors
Kansas
$79K +$114 +1 +0.1%
SHJ
1258
Sharkey, Howes & Javer
Colorado
$77K
ABA
1259
American Beacon Advisors
Texas
$77K +$9.45K +83 +13%
CIA
1260
Cascade Investment Advisors
Oregon
$76.5K -$75.7K -665 -49%
BAM
1261
Barrett Asset Management
New York
$73K +$13.8K +121 +22%
RIA
1262
RPG Investment Advisory
California
$72K -$1.02K -9 -1%
ACM
1263
Armbruster Capital Management
New York
$72K
OWA
1264
One Wealth Advisors
California
$70K -$12.4K -109 -15%
HRC
1265
Hoertkorn Richard Charles
$69K
VC
1266
Vestor Capital
Illinois
$66K
LA
1267
Legacy Advisors
Pennsylvania
$66K +$71.3K +626 New
TIM
1268
Tortoise Investment Management
New York
$65K -$18.6K -163 -22%
LFA
1269
Legacy Financial Advisors
Kentucky
$65K +$5.81K +51 +9%
MGIA
1270
Moneta Group Investment Advisors
Missouri
$65K +$9.9K +87 +17%
DSC
1271
Duncker Streett & Co
Missouri
$63K
TFS
1272
TrustCore Financial Services
Tennessee
$62K
AA
1273
AlphaMark Advisors
Kentucky
$60K
JFA
1274
JNBA Financial Advisors
Minnesota
$58K
JIM
1275
Jupiter Investment Management
United Kingdom
$54K -$683K -6,000 -92%

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.