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Kimberly-Clark

1,269 hedge funds and large institutions have $31.6B invested in Kimberly-Clark in 2015 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 432 increasing their positions, 497 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more first-time investments, than exits

New positions opened: 137 | Existing positions closed: 56

65% more funds holding in top 10

Funds holding in top 10: 2338 (+15)

19% more call options, than puts

Call options by funds: $243M | Put options by funds: $204M

17% more capital invested

Capital invested by funds: $27.1B → $31.6B (+$4.54B)

6% more funds holding

Funds holding: 1,1961,269 (+73)

0.09% more ownership

Funds ownership: 68.26%68.35% (+0.09%)

13% less repeat investments, than reductions

Existing positions increased: 432 | Existing positions reduced: 497

Holders
1,269
Holders Change
+73
Holders Change %
+6.1%
% of All Funds
33.29%
Holding in Top 10
38
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+65.22%
% of All Funds
1%
New
137
Increased
432
Reduced
497
Closed
56
Calls
$243M
Puts
$204M
Net Calls
+$39M
Net Calls Change
+$32.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.71B +$60.6M +504,869 +2%
State Street
2
State Street
Massachusetts
$2.18B +$1.91M +15,874 +0.1%
BIT
3
BlackRock Institutional Trust
California
$1.34B -$31.6M -263,470 -2%
Bank of America
4
Bank of America
North Carolina
$1.34B +$14.5M +120,528 +1%
BFA
5
BlackRock Fund Advisors
California
$1.03B +$27.8M +231,765 +3%
JP Morgan Chase
6
JP Morgan Chase
New York
$904M +$433M +3,609,300 +103%
Northern Trust
7
Northern Trust
Illinois
$730M -$42.8M -356,271 -6%
Caisse de Depot et Placement du Quebec (CDPQ)
8
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$625M +$17.2M +143,400 +3%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$576M -$126M -1,047,993 -19%
ClearBridge Investments
10
ClearBridge Investments
New York
$574M +$6.58M +54,771 +1%
Invesco
11
Invesco
Georgia
$452M +$4.37M +36,386 +1%
Wells Fargo
12
Wells Fargo
California
$434M +$29.8M +248,070 +8%
BG
13
BlackRock Group
United Kingdom
$428M -$20.9M -173,798 -5%
Federated Hermes
14
Federated Hermes
Pennsylvania
$427M -$8.88M -73,972 -2%
Capital Research Global Investors
15
Capital Research Global Investors
California
$382M
JHIU
16
Janus Henderson Investors US
Colorado
$379M -$24.5M -203,734 -6%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$360M +$323K +2,692 +0.1%
Morgan Stanley
18
Morgan Stanley
New York
$357M +$22.1M +183,919 +7%
Norges Bank
19
Norges Bank
Norway
$328M -$22.6M -188,431 -7%
Goldman Sachs
20
Goldman Sachs
New York
$324M +$86.4M +719,683 +39%
Deutsche Bank
21
Deutsche Bank
Germany
$312M +$107M +892,050 +57%
APG Asset Management
22
APG Asset Management
Netherlands
$308M -$23.1M -192,655 -7%
Ameriprise
23
Ameriprise
Minnesota
$283M -$4.12M -34,316 -2%
Capital World Investors
24
Capital World Investors
California
$270M -$269M -2,240,100 -51%
Diamond Hill Capital Management
25
Diamond Hill Capital Management
Ohio
$270M -$27.7M -230,625 -10%

KMB Hedge Fund Activity: Q4 2015 in Review

1,269 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Kimberly-Clark (KMB) for Q4 2015, worth a combined $31.6B — up 17% from $27.1B a quarter earlier.

Buyers outnumbered sellers: 137 funds opened new KMB positions and 56 closed out — a net gain of 81 holders — while 432 added to existing stakes and 497 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $433M. The largest seller was Capital World Investors, cutting an estimated $269M.

  • 1,269 institutional investors held Kimberly-Clark (KMB) as of Q4 2015, up from 1,196 in Q3 2015.
  • Funds reported $31.6B of Kimberly-Clark stock for Q4 2015, up 17% quarter-over-quarter.
  • 137 funds opened new Kimberly-Clark positions in Q4 2015 and 56 closed out, a net change of +81 holders.
  • The largest Kimberly-Clark buyer in Q4 2015 was JP Morgan Chase, an estimated $433M added.
  • The largest Kimberly-Clark seller in Q4 2015 was Capital World Investors, an estimated $269M sold.

Based on aggregated 13F filings for Q4 2015.