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KBAL

Kimball International
KBAL

Delisted

KBAL was delisted on the 31st of May, 2023.

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114 hedge funds and large institutions have $352M invested in Kimball International in 2014 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 39 increasing their positions, 42 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

28% more capital invested

Capital invested by funds: $274M → $352M (+$77.8M)

6% more funds holding

Funds holding: 108 → 114 (+6)

7% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 42

Holders
114
Holders Change
+6
Holders Change %
+5.56%
% of All Funds
3.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
39
Reduced
42
Closed
8
Calls
$7K
Puts
–
Net Calls
+$7K
Net Calls Change
-$208K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$3.53M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$2.77M
3
TA
Teton Advisors
New York
+$2.63M
4
JP Morgan Chase
JP Morgan Chase
New York
+$2.43M
5
DSC
Donald Smith & Co
New York
+$1.88M

Top Sellers

Rank Fund Capital Flow
1
TC
TFS Capital
Pennsylvania
-$1.88M
2
GWI
Grace & White Inc
New York
-$1.8M
3
FP
Foundry Partners
Minnesota
-$1.11M
4
GAM
Gotham Asset Management
New York
-$1.06M
5
NFA
Nationwide Fund Advisors
Ohio
-$987K
Name Holding Trade Value Shares
Change 		Change in
Stake
BIM
26
Bogle Investment Management
Massachusetts
$2.54M +$1.26M +95,807 +115%
Franklin Resources
27
Franklin Resources
California
$2.43M – – –
PAM
28
Panagora Asset Management
Massachusetts
$2.28M +$252K +19,144 +13%
American Century Companies
29
American Century Companies
Missouri
$2.2M +$82.5K +6,257 +4%
BCM
30
Bridgeway Capital Management
Texas
$2.19M – – –
RFC
31
Russell Frank Company
Washington
$2.13M +$512K +38,840 +32%
CCMH
32
Cornerstone Capital Management Holdings
New York
$2.04M +$294K +22,291 +18%
Deutsche Bank
33
Deutsche Bank
Germany
$2.01M +$261K +19,828 +16%
BIM
34
BlackRock Investment Management
Delaware
$2.01M +$35.9K +2,722 +2%
OSAM
35
O'Shaughnessy Asset Management
Connecticut
$1.95M +$1.7M +129,115 +1,451%
QI
36
QS Investors
New York
$1.89M – – –
PPA
37
Parametric Portfolio Associates
Washington
$1.84M -$67K -5,086 -4%
SFM
38
Systematic Financial Management
New Jersey
$1.83M +$1.71M +129,650 New
Charles Schwab
39
Charles Schwab
California
$1.78M +$242K +18,390 +17%
GWI
40
Grace & White Inc
New York
$1.78M -$1.8M -136,924 -52%
Two Sigma Advisers
41
Two Sigma Advisers
New York
$1.72M -$37.1K -2,818 -2%
CBOA
42
Commonwealth Bank of Australia
Australia
$1.67M – – –
Two Sigma Investments
43
Two Sigma Investments
New York
$1.63M -$199K -15,097 -12%
GAM
44
Gotham Asset Management
New York
$1.5M -$1.06M -80,101 -43%
Wells Fargo
45
Wells Fargo
California
$1.5M +$32.6K +2,475 +2%
MAM
46
Martingale Asset Management
Massachusetts
$1.49M +$130K +9,877 +10%
First Trust Advisors
47
First Trust Advisors
Illinois
$1.44M +$229K +17,341 +20%
EI
48
EAM Investors
California
$1.37M +$1.28M +96,917 New
AA
49
Ancora Advisors
Ohio
$1.1M -$33.8K -2,562 -3%
California State Teachers Retirement System (CalSTRS)
50
California State Teachers Retirement System (CalSTRS)
California
$1.07M +$5.06K +384 +0.5%
1
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3 4 5

KBAL Hedge Fund Activity: Q1 2014 in Review

114 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Kimball International (KBAL) for Q1 2014, worth a combined $352M — up 28% from $274M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new KBAL positions and 8 closed out — a net gain of 7 holders — while 39 added to existing stakes and 42 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.53M. The largest seller was TFS Capital, cutting an estimated $1.88M.

  • 114 institutional investors held Kimball International (KBAL) as of Q1 2014, up from 108 in Q4 2013.
  • Funds reported $352M of Kimball International stock for Q1 2014, up 28% quarter-over-quarter.
  • 15 funds opened new Kimball International positions in Q1 2014 and 8 closed out, a net change of +7 holders.
  • The largest Kimball International buyer in Q1 2014 was Morgan Stanley, an estimated $3.53M added.
  • The largest Kimball International seller in Q1 2014 was TFS Capital, an estimated $1.88M sold.

Based on aggregated 13F filings for Q1 2014.