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Kimberly-Clark

1,411 hedge funds and large institutions have $28.4B invested in Kimberly-Clark in 2018 Q4 according to their latest regulatory filings, with 157 funds opening new positions, 427 increasing their positions, 583 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 157 | Existing positions closed: 94

64% more funds holding in top 10

Funds holding in top 10: 1118 (+7)

4% more funds holding

Funds holding: 1,3631,411 (+48)

0.43% more ownership

Funds ownership: 72.71%73.14% (+0.43%)

1% less capital invested

Capital invested by funds: $28.8B → $28.4B (-$336M)

2% less call options, than puts

Call options by funds: $341M | Put options by funds: $347M

27% less repeat investments, than reductions

Existing positions increased: 427 | Existing positions reduced: 583

Holders
1,411
Holders Change
+48
Holders Change %
+3.52%
% of All Funds
31.43%
Holding in Top 10
18
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+63.64%
% of All Funds
0.4%
New
157
Increased
427
Reduced
583
Closed
94
Calls
$341M
Puts
$347M
Net Calls
-$5.42M
Net Calls Change
-$115M
Name Holding Trade Value Shares
Change
Change in
Stake
CG
1276
Cutler Group
California
$73K +$22.2K +200 +45%
IWA
1277
Intercontinental Wealth Advisors
Texas
$72K +$69.7K +628 New
HRC
1278
Hoertkorn Richard Charles
$71K
PFGIA
1279
Patriot Financial Group Insurance Agency
Massachusetts
$70K +$68.1K +614 New
CIA
1280
Cascade Investment Advisors
Oregon
$67.8K
LWM
1281
Liberty Wealth Management
California
$66K +$65.1K +587 New
JFA
1282
JNBA Financial Advisors
Minnesota
$64K -$24.3K -219 -28%
EWA
1283
ERTS Wealth Advisors
Michigan
$63K +$61K +550 New
PAMU
1284
Pictet Asset Management (UK)
United Kingdom
$62K -$5.54M -49,935 -8%
BAM
1285
Barrett Asset Management
New York
$60K
TFA
1286
Transamerica Financial Advisors
Florida
$60K +$35K +315 +149%
LFA
1287
Legacy Financial Advisors
Kentucky
$58K
OSNBOA
1288
Old Second National Bank of Aurora
Illinois
$57K
DSC
1289
Duncker Streett & Co
Missouri
$53K -$11.4K -103 -18%
VCM
1290
Versant Capital Management
Arizona
$53K +$3.66K +33 +8%
PA
1291
Perennial Advisors
New York
$52K
CHC
1292
City Holding Co
West Virginia
$51K
KAS
1293
Kemnay Advisory Services
New York
$51K
AIS
1294
Accurate Investment Solutions
Pennsylvania
$48K
WANY
1295
Wealthspire Advisors (New York)
New York
$48K +$46.9K +423 New
PI
1296
PEAK6 Investments
Illinois
$47K -$223K -2,009 -83%
PR
1297
Payden & Rygel
California
$46K
MPWT
1298
MassMutual Private Wealth & Trust
Connecticut
$45.9K +$333 +3 +0.8%
GAM
1299
Gemmer Asset Management
California
$45K -$860K -7,748 -95%
VC
1300
Vestor Capital
Illinois
$45K

KMB Hedge Fund Activity: Q4 2018 in Review

1,411 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Kimberly-Clark (KMB) for Q4 2018, worth a combined $28.4B — down 1.2% from $28.8B a quarter earlier.

Buyers outnumbered sellers: 157 funds opened new KMB positions and 94 closed out — a net gain of 63 holders — while 427 added to existing stakes and 583 trimmed.

The largest buyer was Vanguard Group, adding an estimated $170M. The largest seller was American International Group, cutting an estimated $420M.

  • 1,411 institutional investors held Kimberly-Clark (KMB) as of Q4 2018, up from 1,363 in Q3 2018.
  • Funds reported $28.4B of Kimberly-Clark stock for Q4 2018, down 1.2% quarter-over-quarter.
  • 157 funds opened new Kimberly-Clark positions in Q4 2018 and 94 closed out, a net change of +63 holders.
  • The largest Kimberly-Clark buyer in Q4 2018 was Vanguard Group, an estimated $170M added.
  • The largest Kimberly-Clark seller in Q4 2018 was American International Group, an estimated $420M sold.

Based on aggregated 13F filings for Q4 2018.