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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
SWA
1301
Stratos Wealth Advisors
Ohio
$231K +$226K +1,635 New
MAM
1302
Meeder Asset Management
Ohio
$230K -$611K -4,426 -73%
LDB
1303
Lee, Danner & Bass
Tennessee
$230K -$41.4K -300 -16%
FFA
1304
First Foundation Advisors
California
$230K -$24.8K -180 -10%
UBV
1305
United Bank (Virginia)
Virginia
$230K -$17.3K -125 -7%
WAS
1306
Winch Advisory Services
Wisconsin
$228K +$1.38K +10 +0.6%
Rafferty Asset Management
1307
Rafferty Asset Management
New York
$228K +$223K +1,613 New
RPWA
1308
Regent Peak Wealth Advisors
Georgia
$227K -$1.1K -8 -0.5%
EWA
1309
Exencial Wealth Advisors
Oklahoma
$227K -$414 -3 -0.2%
JWCA
1310
J.W. Coons Advisors
Ohio
$227K
JSC
1311
Jackson Square Capital
California
$227K +$127K +919 +134%
MFP
1312
Meridian Financial Partners
Virginia
$227K +$217K +1,575 New
ECM
1313
Estabrook Capital Management
New York
$227K +$690 +5 +0.3%
AFA
1314
Arlington Financial Advisors
California
$226K
CCB
1315
Cutter & Co Brokerage
Missouri
$226K +$220K +1,597 New
BMA
1316
Brooks Moore & Associates
Tennessee
$226K +$221K +1,601 New
CMI
1317
Clare Market Investments
Texas
$225K +$220K +1,593 New
PWAG
1318
Polaris Wealth Advisory Group
California
$225K
TAM
1319
Townsend Asset Management
North Carolina
$225K +$690 +5 +0.3%
PWPS
1320
Pinnacle Wealth Planning Services
Ohio
$224K -$23.6K -171 -10%
HDIM
1321
Hanson & Doremus Investment Management
Vermont
$224K
GKWIM
1322
Gerber Kawasaki Wealth & Investment Management
California
$223K -$68.3K -495 -24%
CAL
1323
Capital Analysts LLC
Pennsylvania
$222K -$16.8K -122 -7%
SSWM
1324
Sheets Smith Wealth Management
North Carolina
$222K +$217K +1,570 New
VCP
1325
Vista Capital Partners
Oregon
$221K +$215K +1,561 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.