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Kimberly-Clark

1,578 hedge funds and large institutions have $35.2B invested in Kimberly-Clark in 2020 Q2 according to their latest regulatory filings, with 144 funds opening new positions, 530 increasing their positions, 619 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 144 | Existing positions closed: 79

45% more call options, than puts

Call options by funds: $205M | Put options by funds: $141M

11% more capital invested

Capital invested by funds: $31.7B → $35.2B (+$3.58B)

7% more funds holding in top 10

Funds holding in top 10: 2729 (+2)

3% more funds holding

Funds holding: 1,5261,578 (+52)

0.56% more ownership

Funds ownership: 72.7%73.26% (+0.56%)

14% less repeat investments, than reductions

Existing positions increased: 530 | Existing positions reduced: 619

Holders
1,578
Holders Change
+52
Holders Change %
+3.41%
% of All Funds
32.35%
Holding in Top 10
29
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.41%
% of All Funds
0.59%
New
144
Increased
530
Reduced
619
Closed
79
Calls
$205M
Puts
$141M
Net Calls
+$63.6M
Net Calls Change
-$150M
Name Holding Trade Value Shares
Change
Change in
Stake
LFA
1276
Lighthouse Financial Advisors
Maryland
$249K +$243K +1,763 New
EWM
1277
Evermay Wealth Management
Virginia
$247K +$6.9K +50 +3%
BL
1278
Balentine LLC
Georgia
$246K +$56.5K +409 +31%
CG
1279
Cutler Group
California
$244K -$1.16M -8,437 -83%
CCM
1280
Compton Capital Management
Rhode Island
$244K
FIM
1281
Frontier Investment Management
Texas
$243K +$237K +1,718 New
SHWM
1282
Smith & Howard Wealth Management
Georgia
$242K
MWM
1283
Mission Wealth Management
California
$240K -$37K -268 -14%
CA
1284
Cullinan Associates
Kentucky
$240K
ACP
1285
Aviance Capital Partners
Florida
$239K -$31.7K -230 -12%
PMFA
1286
Plante Moran Financial Advisors
Michigan
$238K -$93.5K -677 -29%
LFASL
1287
Lugano Financial Advisors SA (LFA)
Switzerland
$238K
IF
1288
Intrua Financial
Texas
$238K +$207K +1,500 New
S
1289
SimplyRich
California
$238K +$235K +1,706 New
FSA
1290
Franklin Street Advisors
North Carolina
$237K -$9.66K -70 -4%
AF
1291
Affiance Financial
Minnesota
$237K
CT
1292
Clearstead Trust
Maine
$237K
PFM
1293
Parsec Financial Management
North Carolina
$236K -$27.6K -200 -11%
CPSAC
1294
Chas P. Smith & Associates (CPS)
Florida
$234K -$27.7K -201 -11%
IC
1295
InterOcean Capital
Illinois
$234K -$8.01K -58 -3%
HAFS
1296
Hapanowicz & Associates Financial Services
Pennsylvania
$231K
PAIM
1297
Punch & Associates Investment Management
Minnesota
$231K
TL
1298
TrueWealth LLC
Georgia
$231K
EA
1299
Emerald Advisors
Washington
$231K +$16.3K +118 +8%
BIA
1300
Barry Investment Advisors
Massachusetts
$231K +$224K +1,622 New

KMB Hedge Fund Activity: Q2 2020 in Review

1,578 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Kimberly-Clark (KMB) for Q2 2020, worth a combined $35.2B — up 11% from $31.7B a quarter earlier.

Buyers outnumbered sellers: 144 funds opened new KMB positions and 79 closed out — a net gain of 65 holders — while 530 added to existing stakes and 619 trimmed.

The largest buyer was Charles Schwab, adding an estimated $194M. The largest seller was Victory Capital Management, cutting an estimated $313M.

  • 1,578 institutional investors held Kimberly-Clark (KMB) as of Q2 2020, up from 1,526 in Q1 2020.
  • Funds reported $35.2B of Kimberly-Clark stock for Q2 2020, up 11% quarter-over-quarter.
  • 144 funds opened new Kimberly-Clark positions in Q2 2020 and 79 closed out, a net change of +65 holders.
  • The largest Kimberly-Clark buyer in Q2 2020 was Charles Schwab, an estimated $194M added.
  • The largest Kimberly-Clark seller in Q2 2020 was Victory Capital Management, an estimated $313M sold.

Based on aggregated 13F filings for Q2 2020.