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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
MCM
1501
MV Capital Management
Maryland
$30K
SLF
1502
Sun Life Financial
Ontario, Canada
$29K -$276 -2 -1%
APWM
1503
Atlas Private Wealth Management
New York
$29K
CAC
1504
Certified Advisory Corp
Florida
$29K
WPA
1505
West Paces Advisors
Georgia
$28.7K
IWP
1506
IAG Wealth Partners
Wisconsin
$28K -$1.79K -13 -6%
MCA
1507
Mercer Capital Advisers
New Jersey
$28K
MWP
1508
Meridian Wealth Partners
Pennsylvania
$28K
MWA
1509
Moser Wealth Advisors
Washington
$28K
SSWG
1510
Seven Springs Wealth Group
Tennessee
$28K
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1511
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$28K +$27.1K +196 New
CFFP
1512
Center for Financial Planning
Michigan
$26K -$11.9K -86 -32%
CFN
1513
Cordasco Financial Network
Florida
$26K
PGAM
1514
Princeton Global Asset Management
New Jersey
$26K
JWBC
1515
John W. Brooker & Co
California
$25K
GWS
1516
Glassman Wealth Services
Virginia
$24K -$4.14K -30 -15%
DOA
1517
D'Orazio & Associates
Virginia
$24K +$828 +6 +4%
SL
1518
Savior LLC
Massachusetts
$23K
SWM
1519
Selective Wealth Management
Virginia
$23K
SC
1520
Solstein Capital
California
$23K
CWC
1521
Carolinas Wealth Consulting
North Carolina
$23K +$21.9K +159 New
TIM
1522
Tortoise Investment Management
New York
$22K
EAM
1523
Erste Asset Management
Austria
$21.2K +$20.7K +150 New
HR
1524
Howe & Rusling
New York
$21K -$1.1K -8 -5%
BBA
1525
Braun-Bostich & Associates
Pennsylvania
$21K

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.