KMB ranks #190 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.
KMB is a top-conviction position for Sessa Capital IM, L.P. — at 9.6% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
The largest dollar stake in KMB belongs to BlackRock, Inc., but the position matters far more to Sessa Capital IM, L.P., who has 9.6% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.
Fidelity has added to its KMB position for two straight quarters, increasing it by $1.4B to reach $1.4B today.
David Shaw has trimmed its KMB position for two straight quarters, cutting it by $378.9M while still holding $58.4M.
KMB is down 0.3% today, but institutions show net buying of $10.1B this quarter — a divergence between today's price move and the underlying institutional flow.