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Kimberly-Clark

1,362 hedge funds and large institutions have $28.8B invested in Kimberly-Clark in 2018 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 415 increasing their positions, 588 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more call options, than puts

Call options by funds: $344M | Put options by funds: $234M

36% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 72

5% more capital invested

Capital invested by funds: $27.3B → $28.8B (+$1.44B)

1% more funds holding

Funds holding: 1,3491,362 (+13)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

2.05% less ownership

Funds ownership: 74.76%72.71% (-2%)

29% less repeat investments, than reductions

Existing positions increased: 415 | Existing positions reduced: 588

Holders
1,362
Holders Change
+13
Holders Change %
+0.96%
% of All Funds
31.14%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.25%
New
98
Increased
415
Reduced
588
Closed
72
Calls
$344M
Puts
$234M
Net Calls
+$110M
Net Calls Change
+$157M
Name Holding Trade Value Shares
Change
Change in
Stake
SMFS
1301
Squar Milner Financial Services
California
$20K -$22.4K -200 -53%
CAG
1302
Csenge Advisory Group
Florida
$19K +$19.3K +172 New
WIM
1303
Westside Investment Management
California
$18.2K
PGWM
1304
Parisi Gray Wealth Management
New Jersey
$18K
DOA
1305
D'Orazio & Associates
Virginia
$18K +$17.4K +155 New
SWM
1306
Selective Wealth Management
Virginia
$18K +$17.6K +157 New
FPB
1307
First PREMIER Bank
South Dakota
$17K
MPIA
1308
Mountain Pacific Investment Advisers
Idaho
$17K +$16.8K +150 New
MWM
1309
MinichMacGregor Wealth Management
New York
$16K -$9.53K -85 -38%
PCP
1310
Proficio Capital Partners
Massachusetts
$16K +$6.28K +56 +64%
TCM
1311
Tradewinds Capital Management
Washington
$15K
BCM
1312
Brasada Capital Management
Texas
$15K +$14.7K +131 New
AC
1313
Avestar Capital
New York
$14K -$897 -8 -5%
FCMT
1314
Founders Capital Management (Texas)
Texas
$14K
MFBTD
1315
MB Financial Bank - Trust Department
Illinois
$13K
FMT
1316
First Mercantile Trust
Tennessee
$13K +$12.3K +110 New
KF
1317
Krilogy Financial
Missouri
$13K +$13.2K +118 New
AIM
1318
Arcadia Investment Management
Michigan
$12K
CFG
1319
CKW Financial Group
Hawaii
$11K
FMP
1320
Financial Management Professionals
Texas
$11K
GWA
1321
Guidant Wealth Advisors
Illinois
$11K
KIG
1322
Kessler Investment Group
Indiana
$11K
RIA
1323
RPG Investment Advisory
California
$11K
SIAS
1324
Shine Investment Advisory Services
Colorado
$11K
AAP
1325
Arax Advisory Partners
Colorado
$10K +$9.98K +89 New

KMB Hedge Fund Activity: Q3 2018 in Review

1,362 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Kimberly-Clark (KMB) for Q3 2018, worth a combined $28.8B — up 5.3% from $27.3B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new KMB positions and 72 closed out — a net gain of 26 holders — while 415 added to existing stakes and 588 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $243M. The largest seller was Capital Research Global Investors, cutting an estimated $386M.

  • 1,362 institutional investors held Kimberly-Clark (KMB) as of Q3 2018, up from 1,349 in Q2 2018.
  • Funds reported $28.8B of Kimberly-Clark stock for Q3 2018, up 5.3% quarter-over-quarter.
  • 98 funds opened new Kimberly-Clark positions in Q3 2018 and 72 closed out, a net change of +26 holders.
  • The largest Kimberly-Clark buyer in Q3 2018 was T. Rowe Price Associates, an estimated $243M added.
  • The largest Kimberly-Clark seller in Q3 2018 was Capital Research Global Investors, an estimated $386M sold.

Based on aggregated 13F filings for Q3 2018.