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Kimberly-Clark

1,619 hedge funds and large institutions have $33.6B invested in Kimberly-Clark in 2020 Q4 according to their latest regulatory filings, with 175 funds opening new positions, 607 increasing their positions, 580 reducing their positions, and 125 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 175 | Existing positions closed: 125

2% more funds holding

Funds holding: 1,5951,619 (+24)

5% more repeat investments, than reductions

Existing positions increased: 607 | Existing positions reduced: 580

0.4% less ownership

Funds ownership: 73.64%73.24% (-0.4%)

5% less call options, than puts

Call options by funds: $252M | Put options by funds: $264M

9% less capital invested

Capital invested by funds: $37B → $33.6B (-$3.34B)

48% less funds holding in top 10

Funds holding in top 10: 2513 (-12)

Holders
1,619
Holders Change
+24
Holders Change %
+1.5%
% of All Funds
28.65%
Holding in Top 10
13
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-48%
% of All Funds
0.23%
New
175
Increased
607
Reduced
580
Closed
125
Calls
$252M
Puts
$264M
Net Calls
-$12.6M
Net Calls Change
-$18.3M
Name Holding Trade Value Shares
Change
Change in
Stake
FWM
1601
ForthRight Wealth Management
Georgia
$4K +$3.92K +28 New
BSSFA
1602
Baron Silver Stevens Financial Advisors
Florida
$4K +$5.18K +37 New
ADL
1603
Asset Dedication LLC
California
$3K -$420 -3 -12%
MIM
1604
Macroview Investment Management
Maryland
$3K
TVWM
1605
Tower View Wealth Management
Wisconsin
$3K
TCM
1606
Tradewinds Capital Management
Washington
$3K
FGAM
1607
Financial Gravity Asset Management
Texas
$3K +$3.08K +22 New
TFA
1608
Transamerica Financial Advisors
Florida
$2K -$980 -7 -44%
BCMIO
1609
Beacon Capital Management Inc (Ohio)
Ohio
$2K
CDIA
1610
Capital Directions Investment Advisors
Georgia
$2K
TCM
1611
TD Capital Management
Tennessee
$2K
CBTWT
1612
Community Bank & Trust (Waco, Texas)
Texas
$1.09K -$7.7K -55 -0.7%
CAGAS
1613
Capital Advisory Group Advisory Services
Minnesota
$1K
LWA
1614
Lowe Wealth Advisors
Maryland
$1K
Walleye Capital
1615
Walleye Capital
New York
$508 +$527K +3,767 New
ED
1616
Exane Derivatives
France
$405 -$5.88K -42 -93%
WIM
1617
Westside Investment Management
California
$14 -$70K -500 -82%
TI
1618
tru Independence
Oregon
$6 +$5.18K +37 +370%
Boston Partners
1619
Boston Partners
Massachusetts
-$229M -1,550,380 Closed
CWP
1620
Capital Wealth Planning
Florida
-$54.3M -368,017 Closed
AL
1621
AJO LP
Pennsylvania
-$47.2M -319,475 Closed
BGIM
1622
Brandywine Global Investment Management
Pennsylvania
-$23M -155,670 Closed
BSA
1623
Braun Stacey Associates
New York
-$17.8M -120,485 Closed
FP
1624
Foundry Partners
Minnesota
-$16.4M -111,145 Closed
ERSOT
1625
Employees Retirement System of Texas
Texas
-$14.6M -98,600 Closed

KMB Hedge Fund Activity: Q4 2020 in Review

1,619 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Kimberly-Clark (KMB) for Q4 2020, worth a combined $33.6B — down 9% from $37B a quarter earlier.

Buyers outnumbered sellers: 175 funds opened new KMB positions and 125 closed out — a net gain of 50 holders — while 607 added to existing stakes and 580 trimmed.

The largest buyer was BlackRock, adding an estimated $383M. The largest seller was Lazard Asset Management, cutting an estimated $235M.

  • 1,619 institutional investors held Kimberly-Clark (KMB) as of Q4 2020, up from 1,595 in Q3 2020.
  • Funds reported $33.6B of Kimberly-Clark stock for Q4 2020, down 9% quarter-over-quarter.
  • 175 funds opened new Kimberly-Clark positions in Q4 2020 and 125 closed out, a net change of +50 holders.
  • The largest Kimberly-Clark buyer in Q4 2020 was BlackRock, an estimated $383M added.
  • The largest Kimberly-Clark seller in Q4 2020 was Lazard Asset Management, an estimated $235M sold.

Based on aggregated 13F filings for Q4 2020.