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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
CCA
1301
Clearwater Capital Advisors
Illinois
$34K +$35.3K +310 New
OFS
1302
Orrstown Financial Services
Pennsylvania
$33K +$17.1K +150 +100%
PO
1303
Private Ocean
California
$33K +$33.2K +292 +3,650%
MCM
1304
Mainstay Capital Management
Michigan
$32K
AWM
1305
AllSquare Wealth Management
New York
$31K
HCM
1306
Highlander Capital Management
New Jersey
$31K
MCM
1307
MV Capital Management
Maryland
$31K
AF
1308
Arrow Financial
New York
$30K
FMB
1309
Field & Main Bank
Kentucky
$30K
POIA
1310
Pin Oak Investment Advisors
Texas
$29K
CAL
1311
Capital Advisors Ltd
Ohio
$28K
CA
1312
Crewe Advisors
Utah
$27K -$15.4K -135 -36%
MWM
1313
MinichMacGregor Wealth Management
New York
$27K +$114 +1 +0.4%
CG
1314
Cutler Group
California
$26K -$271K -2,379 -91%
SBL
1315
Sargent Bickham Lagudis
Colorado
$26K -$29.7K -261 -52%
NCM
1316
Nelson Capital Management
California
$26K -$18.8K -165 -41%
VCM
1317
Vigilant Capital Management
Maine
$25K -$228 -2 -0.9%
LGWM
1318
Litman Gregory Wealth Management
California
$25K +$25.6K +225 New
BCP
1319
Blackhawk Capital Partners
Wisconsin
$23K
BWA
1320
Burt Wealth Advisors
Maryland
$23K
FCAG
1321
First Capital Advisors Group
New Jersey
$23K +$23.7K +208 New
MCA
1322
Mercer Capital Advisers
New Jersey
$22K -$68.3K -600 -75%
CAC
1323
Certified Advisory Corp
Florida
$22K
BA
1324
Ballew Advisors
Mississippi
$22K +$23.2K +204 New
JAM
1325
Jolley Asset Management
North Carolina
$21K +$21.6K +190 New

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.