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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.78B -$39.9M -284,740 -1%
BlackRock
2
BlackRock
New York
$3.59B +$383M +2,733,540 +11%
State Street
3
State Street
Massachusetts
$2.31B -$56.9M -406,197 -2%
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$1.05B +$99.8M +712,485 +10%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$745M +$1.86M +13,284 +0.2%
Bank of America
6
Bank of America
North Carolina
$691M -$69.2M -494,161 -9%
Charles Schwab
7
Charles Schwab
California
$662M +$52.6M +375,853 +8%
Ameriprise
8
Ameriprise
Minnesota
$648M -$133M -949,432 -16%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$592M -$183M -1,304,524 -23%
Northern Trust
10
Northern Trust
Illinois
$587M -$23.5M -167,933 -4%
Invesco
11
Invesco
Georgia
$565M -$48.1M -343,404 -8%
Norges Bank
12
Norges Bank
Norway
$511M -$15.1M -107,753 -3%
Wells Fargo
13
Wells Fargo
California
$505M +$28.9M +206,694 +6%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$504M -$9.73M -69,477 -2%
Wellington Management Group
15
Wellington Management Group
Massachusetts
$411M +$353M +2,522,894 +479%
Legal & General Group
16
Legal & General Group
United Kingdom
$385M +$28.1M +200,798 +8%
Morgan Stanley
17
Morgan Stanley
New York
$367M +$36.5M +260,560 +11%
Fidelity International
18
Fidelity International
Bermuda
$363M +$16.5M +117,597 +5%
California Public Employees Retirement System
19
California Public Employees Retirement System
California
$315M +$6.6M +47,111 +2%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$304M -$25.8M -184,360 -8%
JP Morgan Chase
21
JP Morgan Chase
New York
$299M +$22.1M +157,740 +8%
KBC Group
22
KBC Group
Belgium
$297M -$84.5M -603,812 -60%
Diamond Hill Capital Management
23
Diamond Hill Capital Management
Ohio
$279M +$28.8M +205,737 +11%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$278M -$28.3M -202,246 -9%
UBS AM
25
UBS AM
Illinois
$254M -$7.84M -55,965 -3%

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.