Kimberly Clark Corp (KMB), DTE Energy Co (DTE) & More: This $28 Billion Hedge Fund Is Bullish

David Harding’s fund has almost doubled its stake in the company which now represents 441,313 shares, versus 249,820 shares at the end of December. The current value of the stake is about $45.2 million. For the first 2013 quarter, Amgen, Inc. (NASDAQ:AMGN) posted revenue of $4.2 billion, which represents a 5% increase year-on-year. Adjusted earnings per share figures for Amgen, Inc. (NASDAQ:AMGN) are impressive, and have advanced by an annual rate of 22% to $1.96 over the past year.

Final Thoughts

Even the top five picks in Winton Capital’s equity portfolio show a diverse range of companies from different industries and fields. David Harding’s conviction in these stocks is even more impressive when considering the fact that his fund has over 400 positions in its 13F filing. This is a bit broader net than what’s casted by many of the hedgies we track, but it’s important to note that Harding has over $30 million invested in each of the aforementioned companies. This may be a bit more than you’d like to invest, but it’s always important to pay attention to hedge fund sentiment.

Disclosure: none