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Kimberly-Clark

1,596 hedge funds and large institutions have $37B invested in Kimberly-Clark in 2020 Q3 according to their latest regulatory filings, with 108 funds opening new positions, 548 increasing their positions, 617 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 75

1% more funds holding

Funds holding: 1,5781,596 (+18)

5% more capital invested

Capital invested by funds: $35.2B → $37B (+$1.74B)

2% more call options, than puts

Call options by funds: $244M | Put options by funds: $238M

0.38% more ownership

Funds ownership: 73.26%73.64% (+0.38%)

11% less repeat investments, than reductions

Existing positions increased: 548 | Existing positions reduced: 617

14% less funds holding in top 10

Funds holding in top 10: 2925 (-4)

Holders
1,596
Holders Change
+18
Holders Change %
+1.14%
% of All Funds
32.2%
Holding in Top 10
25
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-13.79%
% of All Funds
0.5%
New
108
Increased
548
Reduced
617
Closed
75
Calls
$244M
Puts
$238M
Net Calls
+$5.73M
Net Calls Change
-$57.9M
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
1326
Exencial Wealth Advisors
Oklahoma
$238K +$300 +2 +0.1%
FFA
1327
First Foundation Advisors
California
$237K -$3K -20 -1%
JWCA
1328
J.W. Coons Advisors
Ohio
$237K
RPWA
1329
Regent Peak Wealth Advisors
Georgia
$237K +$150 +1 +0.1%
FI
1330
FormulaFolio Investments
Michigan
$237K +$23.4K +156 +11%
SHJ
1331
Sharkey, Howes & Javer
Colorado
$237K +$241K +1,603 New
AFA
1332
Arlington Financial Advisors
California
$236K
CCB
1333
Cutter & Co Brokerage
Missouri
$236K
TAM
1334
Townsend Asset Management
North Carolina
$236K +$601 +4 +0.3%
CAL
1335
Capital Analysts LLC
Pennsylvania
$236K +$4.21K +28 +2%
RWA
1336
RGT Wealth Advisors
Texas
$236K +$9.46K +63 +4%
IWS
1337
Insight Wealth Strategies
California
$236K +$240K +1,597 New
HDIM
1338
Hanson & Doremus Investment Management
Vermont
$234K
SSWM
1339
Sheets Smith Wealth Management
North Carolina
$232K
SRSA
1340
S.R. Schill & Associates
Washington
$232K +$236K +1,574 New
PWPS
1341
Pinnacle Wealth Planning Services
Ohio
$230K -$3.75K -25 -2%
DBIA
1342
Dumont & Blake Investment Advisors
New Jersey
$230K +$11.6K +77 +5%
AWM
1343
Atticus Wealth Management
Florida
$229K
CAM
1344
Cypress Asset Management
Texas
$229K
SC
1345
Searle & Co
Connecticut
$229K
SIAP
1346
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$229K
CBFP
1347
Cedar Brook Financial Partners
Ohio
$228K +$5.26K +35 +2%
ECM
1348
Estabrook Capital Management
New York
$227K -$9.91K -66 -4%
PWMAG
1349
Pinnacle Wealth Management Advisory Group
New Jersey
$227K -$901 -6 -0.4%
PL
1350
Parthenon LLC
Kentucky
$227K

KMB Hedge Fund Activity: Q3 2020 in Review

1,596 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Kimberly-Clark (KMB) for Q3 2020, worth a combined $37B — up 4.9% from $35.2B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new KMB positions and 75 closed out — a net gain of 33 holders — while 548 added to existing stakes and 617 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $180M. The largest seller was American Century Companies, cutting an estimated $252M.

  • 1,596 institutional investors held Kimberly-Clark (KMB) as of Q3 2020, up from 1,578 in Q2 2020.
  • Funds reported $37B of Kimberly-Clark stock for Q3 2020, up 4.9% quarter-over-quarter.
  • 108 funds opened new Kimberly-Clark positions in Q3 2020 and 75 closed out, a net change of +33 holders.
  • The largest Kimberly-Clark buyer in Q3 2020 was Massachusetts Financial Services, an estimated $180M added.
  • The largest Kimberly-Clark seller in Q3 2020 was American Century Companies, an estimated $252M sold.

Based on aggregated 13F filings for Q3 2020.