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Kimberly-Clark

1,673 hedge funds and large institutions have $31.9B invested in Kimberly-Clark in 2023 Q4 according to their latest regulatory filings, with 187 funds opening new positions, 486 increasing their positions, 739 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 187 | Existing positions closed: 77

5% more funds holding

Funds holding: 1,5901,673 (+83)

1.52% more ownership

Funds ownership: 76.1%77.62% (+1.5%)

6% more call options, than puts

Call options by funds: $274M | Put options by funds: $257M

2% more capital invested

Capital invested by funds: $31.2B → $31.9B (+$730M)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

34% less repeat investments, than reductions

Existing positions increased: 486 | Existing positions reduced: 739

Holders
1,673
Holders Change
+83
Holders Change %
+5.22%
% of All Funds
24.39%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
187
Increased
486
Reduced
739
Closed
77
Calls
$274M
Puts
$257M
Net Calls
+$16.6M
Net Calls Change
-$42.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CFO
1501
CVA Family Office
Colorado
$75.7K +$75.3K +623 New
CCMW
1502
Cypress Capital Management (Wyoming)
Wyoming
$75.6K
AFWM
1503
Abich Financial Wealth Management
Virginia
$74.4K +$74K +612 New
BWAM
1504
Boyd Watterson Asset Management
Ohio
$74.1K
BSB
1505
Bangor Savings Bank
Maine
$72.3K
CAL
1506
Capital Analysts LLC
Pennsylvania
$70K -$16.9K -140 -20%
PWMG
1507
Private Wealth Management Group
New Jersey
$69.7K +$69.4K +574 New
BHWM
1508
Bay Harbor Wealth Management
Maryland
$69.5K +$2.3K +19 +3%
AA
1509
Addison Advisors
Vermont
$68.9K +$48.3K +400 +240%
VC
1510
Vestor Capital
Illinois
$68K -$6.04K -50 -8%
VWM
1511
Venturi Wealth Management
Texas
$67.6K +$16K +132 +31%
LI
1512
Louisbourg Investments
New Brunswick, Canada
$67.6K +$67.2K +556 New
CAL
1513
Capital Advisors Ltd
Ohio
$65K -$2.3K -19 -3%
PMFA
1514
Plante Moran Financial Advisors
Michigan
$64.2K
AGWCA
1515
Annis Gardner Whiting Capital Advisors
Florida
$63.3K +$725 +6 +1%
GFL
1516
Granite FO LLC
New Hampshire
$63.2K
GEA
1517
Glen Eagle Advisors
New Jersey
$61.6K -$9.91K -82 -14%
LF
1518
Lee Financial
Texas
$61.5K +$4.35K +36 +8%
MWM
1519
Mascoma Wealth Management
New Hampshire
$60.5K -$604 -5 -1%
IWP
1520
IAG Wealth Partners
Wisconsin
$60.5K
EWM
1521
Evermay Wealth Management
Virginia
$59.9K -$2.54K -21 -4%
EBA
1522
Eagle Bay Advisors
New York
$58.7K +$363 +3 +0.6%
CIA
1523
Cape Investment Advisory
Georgia
$57.8K +$6.77K +56 +13%
OSNBOA
1524
Old Second National Bank of Aurora
Illinois
$57.4K -$12.1K -100 -17%
B
1525
Birchbrook
Maine
$57.2K +$56.9K +471 New

KMB Hedge Fund Activity: Q4 2023 in Review

1,673 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Kimberly-Clark (KMB) for Q4 2023, worth a combined $31.9B — up 2.3% from $31.2B a quarter earlier.

Buyers outnumbered sellers: 187 funds opened new KMB positions and 77 closed out — a net gain of 110 holders — while 486 added to existing stakes and 739 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $592M. The largest seller was Capital Research Global Investors, cutting an estimated $350M.

  • 1,673 institutional investors held Kimberly-Clark (KMB) as of Q4 2023, up from 1,590 in Q3 2023.
  • Funds reported $31.9B of Kimberly-Clark stock for Q4 2023, up 2.3% quarter-over-quarter.
  • 187 funds opened new Kimberly-Clark positions in Q4 2023 and 77 closed out, a net change of +110 holders.
  • The largest Kimberly-Clark buyer in Q4 2023 was Morgan Stanley, an estimated $592M added.
  • The largest Kimberly-Clark seller in Q4 2023 was Capital Research Global Investors, an estimated $350M sold.

Based on aggregated 13F filings for Q4 2023.