We are live on ! Find out more
KMB icon

Kimberly-Clark

1,573 hedge funds and large institutions have $32.6B invested in Kimberly-Clark in 2021 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 610 increasing their positions, 591 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more call options, than puts

Call options by funds: $329M | Put options by funds: $305M

3% more repeat investments, than reductions

Existing positions increased: 610 | Existing positions reduced: 591

1.56% less ownership

Funds ownership: 74.15%72.59% (-1.6%)

3% less funds holding

Funds holding: 1,6171,573 (-44)

6% less capital invested

Capital invested by funds: $34.6B → $32.6B (-$2.02B)

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

21% less first-time investments, than exits

New positions opened: 94 | Existing positions closed: 119

Holders
1,573
Holders Change
-44
Holders Change %
-2.72%
% of All Funds
27.38%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.16%
New
94
Increased
610
Reduced
591
Closed
119
Calls
$329M
Puts
$305M
Net Calls
+$24.3M
Net Calls Change
+$42.2M
Name Holding Trade Value Shares
Change
Change in
Stake
PWA
1251
Phoenix Wealth Advisors
North Carolina
$263K
MSFS
1252
Main Street Financial Solutions
Pennsylvania
$263K +$58.2K +436 +28%
XT
1253
XTX Topco
Cayman Islands
$262K +$261K +1,958 New
SWM
1254
Spire Wealth Management
Virginia
$261K -$578K -4,330 -69%
EA
1255
Elm Advisors
California
$261K
BFPW
1256
BOK Financial Private Wealth
Colorado
$260K -$89.9K -674 -26%
KW
1257
KWB Wealth
California
$259K
FAM
1258
Formidable Asset Management
Ohio
$258K
CCWA
1259
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$258K +$257K +1,930 New
DAM
1260
Doheny Asset Management
California
$257K -$93.4K -700 -27%
CWM
1261
Chesapeake Wealth Management
Virginia
$257K -$1.33K -10 -0.5%
SB
1262
Strategic Blueprint
Georgia
$256K +$4.67K +35 +2%
AAM
1263
Autus Asset Management
Arizona
$255K
HCM
1264
Howland Capital Management
Massachusetts
$254K -$26.7K -200 -10%
RF
1265
Rollins Financial
Georgia
$254K -$20.7K -155 -8%
AFC
1266
AFT Forsyth & Company
Florida
$254K
FCA
1267
FLC Capital Advisors
California
$254K
PCS
1268
Personal CFO Solutions
New Jersey
$253K -$52.4K -393 -17%
WI
1269
Wintrust Investments
Illinois
$253K -$25.2K -189 -9%
IAIM
1270
International Assets Investment Management
Florida
$252K -$516K -3,866 -67%
WIC
1271
Whitegate Investment Counselors
New Hampshire
$252K -$20K -150 -7%
LSAG
1272
Lake Street Advisors Group
New Hampshire
$251K +$133 +1 +0.1%
LNWTC
1273
Laird Norton Wetherby Trust Company
Washington
$251K +$29.6K +222 +13%
Jones Financial Companies
1274
Jones Financial Companies
Missouri
$249K -$61.2K -459 -20%
VWA
1275
V Wealth Advisors
Kansas
$249K -$2.27K -17 -0.9%

KMB Hedge Fund Activity: Q2 2021 in Review

1,573 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Kimberly-Clark (KMB) for Q2 2021, worth a combined $32.6B — down 5.8% from $34.6B a quarter earlier.

Sellers outnumbered buyers: 119 funds closed out of KMB and 94 opened new positions — a net loss of 25 holders — while 591 trimmed existing stakes and 610 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $443M. The largest seller was Ameriprise, cutting an estimated $343M.

  • 1,573 institutional investors held Kimberly-Clark (KMB) as of Q2 2021, down from 1,617 in Q1 2021.
  • Funds reported $32.6B of Kimberly-Clark stock for Q2 2021, down 5.8% quarter-over-quarter.
  • 94 funds opened new Kimberly-Clark positions in Q2 2021 and 119 closed out, a net change of -25 holders.
  • The largest Kimberly-Clark buyer in Q2 2021 was T. Rowe Price Associates, an estimated $443M added.
  • The largest Kimberly-Clark seller in Q2 2021 was Ameriprise, an estimated $343M sold.

Based on aggregated 13F filings for Q2 2021.