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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
SIS
1351
Sound Income Strategies
Florida
$7K
BBA
1352
Braun-Bostich & Associates
Pennsylvania
$7K +$7.63K +67 New
Nomura Holdings
1353
Nomura Holdings
Japan
$6.02K +$541K +4,753 +10%
BWA
1354
BDO Wealth Advisors
Florida
$6K -$12.2K -107 -64%
PW
1355
Price Wealth
Texas
$6K -$6.26K -55 -50%
FRA
1356
Front Row Advisors
California
$6K
NCM
1357
New Capital Management
Texas
$6K
VNA
1358
Valley National Advisers
Pennsylvania
$6K
EWM
1359
Elmwood Wealth Management
California
$5.51K +$5.69K +50 New
IDBONY
1360
Israel Discount Bank of New York
New York
$4K
HIM
1361
Hillsdale Investment Management
Ontario, Canada
$3K
MIM
1362
Macroview Investment Management
Maryland
$3K +$114 +1 +4%
BCMIO
1363
Beacon Capital Management Inc (Ohio)
Ohio
$3K +$2.28K +20 +250%
DOA
1364
D'Orazio & Associates
Virginia
$3K +$2.62K +23 New
HA
1365
Hamel Associates
New Jersey
$2.29K +$2.37M +20,788 New
HFP
1366
Holistic Financial Partners
Indiana
$2K -$3.98K -35 -65%
FMA
1367
FNY Managed Accounts
New York
$2K -$1.14K -10 -30%
FGC
1368
Financial Gravity Companies
Texas
$2K -$228 -2 -11%
PFGIA
1369
Patriot Financial Group Insurance Agency
Massachusetts
$2K
SGAM
1370
Smith Group Asset Management
Texas
$2K
ACM
1371
Aviance Capital Management
Florida
$2K +$1.59K +14 New
FGAM
1372
Financial Gravity Asset Management
Texas
$2K +$1.82K +16 New
BWM
1373
Baystate Wealth Management
Massachusetts
$1K
LWA
1374
Lowe Wealth Advisors
Maryland
$1K
RCG
1375
Ruggie Capital Group
Florida
$1K

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.