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.
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: 1,349 → 1,362 (+13)
0% more funds holding in top 10
Funds holding in top 10: 11 → 11 (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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$243M |
| 2 |
LSV Asset Management
Chicago,
Illinois
|
+$202M |
| 3 |
Morgan Stanley
New York
|
+$179M |
| 4 |
Capital World Investors
Los Angeles,
California
|
+$135M |
| 5 |
BGC
Beutel, Goodman & Co
Toronto,
Ontario, Canada
|
+$83.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$386M |
| 2 |
Nordea Investment Management
Stockholm,
Sweden
|
-$171M |
| 3 |
Skandinaviska Enskilda Banken (SEB)
Stockholm,
Sweden
|
-$170M |
| 4 |
ClearBridge Investments
New York
|
-$154M |
| 5 |
Prudential Financial
Newark,
New Jersey
|
-$120M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PSC
1426
Prentiss Smith & Co
Brattleboro,
Vermont
| – | -$28K | -266 | Closed |
|
|
BCP
1427
Blackhawk Capital Partners
Thiensville,
Wisconsin
| – | -$22K | -210 | Closed |
|
|
BCA
1428
Bay Colony Advisors
Concord,
Massachusetts
| – | -$20K | -191 | Closed |
|
|
PW
1429
Price Wealth
Austin,
Texas
| – | -$16K | -149 | Closed |
|
|
BAMG
1430
Brand Asset Management Group
Chesterfield,
Missouri
| – | -$11K | -100 | Closed |
|
|
LWA
1431
Lenox Wealth Advisors
New York
| – | -$9K | -85 | Closed |
|
|
MAM
1432
Meeder Asset Management
Dublin,
Ohio
| – | -$7.16K | -68 | Closed |
|
|
NL
1433
NVWM LLC
Yardley,
Pennsylvania
| – | -$3K | -33 | Closed |
|
|
IAS
1434
INR Advisory Services
Media,
Pennsylvania
| – | -$3K | -30 | Closed |
|
|
MC
1435
Maplelane Capital
New York
| – | +$112 | +1 | New |
|
1436
Fidelity International
Hamilton,
Bermuda
| – | +$224 | +2 | 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.