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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.06B -$73.2M -530,465 -2%
BlackRock
2
BlackRock
New York
$3.39B -$134M -967,996 -4%
State Street
3
State Street
Massachusetts
$2.51B -$118M -852,928 -5%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$1.03B -$52.6M -381,143 -5%
Ameriprise
5
Ameriprise
Minnesota
$870M +$34.1M +247,010 +4%
Massachusetts Financial Services
6
Massachusetts Financial Services
Massachusetts
$834M +$155M +1,120,623 +23%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$794M -$22.5M -163,046 -3%
Bank of America
8
Bank of America
North Carolina
$792M +$8.19M +59,321 +1%
Invesco
9
Invesco
Georgia
$715M +$28M +203,106 +4%
Northern Trust
10
Northern Trust
Illinois
$648M -$1.35M -9,751 -0.2%
American Century Companies
11
American Century Companies
Missouri
$639M +$130M +944,134 +26%
Charles Schwab
12
Charles Schwab
California
$618M +$194M +1,406,339 +47%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$577M -$22.6M -163,976 -4%
Norges Bank
14
Norges Bank
Norway
$548M +$11.2M +81,418 +2%
Wells Fargo
15
Wells Fargo
California
$504M -$17.2M -124,266 -3%
Lazard Asset Management
16
Lazard Asset Management
New York
$484M +$72.1M +522,010 +18%
Morgan Stanley
17
Morgan Stanley
New York
$381M +$63.2M +458,120 +20%
Legal & General Group
18
Legal & General Group
United Kingdom
$380M +$17M +123,380 +5%
Fidelity International
19
Fidelity International
Bermuda
$352M +$93.5M +677,173 +37%
California Public Employees Retirement System
20
California Public Employees Retirement System
California
$317M +$13.4M +97,403 +5%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$300M +$77.8M +563,848 +36%
AQR Capital Management
22
AQR Capital Management
Connecticut
$283M -$50.6M -366,372 -15%
JP Morgan Chase
23
JP Morgan Chase
New York
$276M +$82M +593,867 +44%
Diamond Hill Capital Management
24
Diamond Hill Capital Management
Ohio
$265M +$18.6M +134,712 +8%
UBS AM
25
UBS AM
Illinois
$254M -$2.69M -19,468 -1%

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.