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KBAL

Kimball International
KBAL

Delisted

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

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117 hedge funds and large institutions have $328M invested in Kimball International in 2014 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 46 increasing their positions, 41 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

12% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 41

3% more funds holding

Funds holding: 114 → 117 (+3)

7% less capital invested

Capital invested by funds: $352M → $328M (-$23.4M)

Holders
117
Holders Change
+3
Holders Change %
+2.63%
% of All Funds
3.36%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
46
Reduced
41
Closed
7
Calls
$3K
Puts
–
Net Calls
+$3K
Net Calls Change
-$4K

Top Buyers

Rank Fund Capital Flow
1
TA
Teton Advisors
New York
+$2.13M
2
Renaissance Technologies
Renaissance Technologies
New York
+$1.61M
3
American Century Companies
American Century Companies
Missouri
+$1.27M
4
JP Morgan Chase
JP Morgan Chase
New York
+$1.2M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$1.19M

Top Sellers

Rank Fund Capital Flow
1
FMWA
Forvis Mazars Wealth Advisors
Missouri
-$2.56M
2
TC
TFS Capital
Pennsylvania
-$2.29M
3
DSC
Donald Smith & Co
New York
-$1.81M
4
CBOA
Commonwealth Bank of Australia
Australia
-$1.67M
5
State Street
State Street
Massachusetts
-$1.18M
Name Holding Trade Value Shares
Change 		Change in
Stake
RFC
26
Russell Frank Company
Washington
$2.41M +$472K +35,865 +23%
OSAM
27
O'Shaughnessy Asset Management
Connecticut
$2.31M +$518K +39,351 +29%
Franklin Resources
28
Franklin Resources
California
$2.25M – – –
PAM
29
Panagora Asset Management
Massachusetts
$2.12M +$17.2K +1,308 +0.8%
CCMH
30
Cornerstone Capital Management Holdings
New York
$1.98M +$101K +7,686 +5%
BIM
31
BlackRock Investment Management
Delaware
$1.86M +$5.59K +425 +0.3%
QI
32
QS Investors
New York
$1.85M +$108K +8,199 +6%
SFM
33
Systematic Financial Management
New Jersey
$1.84M +$147K +11,164 +9%
GAM
34
Gotham Asset Management
New York
$1.83M +$444K +33,794 +32%
PPA
35
Parametric Portfolio Associates
Washington
$1.76M +$59.4K +4,517 +3%
Invesco
36
Invesco
Georgia
$1.7M -$884K -67,193 -34%
GWI
37
Grace & White Inc
New York
$1.64M – – –
Two Sigma Advisers
38
Two Sigma Advisers
New York
$1.58M -$5.06K -385 -0.3%
GCIA
39
Gabelli & Co Investment Advisers
New York
$1.44M +$697K +52,974 +93%
BIM
40
Bogle Investment Management
Massachusetts
$1.43M -$917K -69,691 -39%
Wells Fargo
41
Wells Fargo
California
$1.42M +$40.3K +3,066 +3%
Deutsche Bank
42
Deutsche Bank
Germany
$1.41M -$447K -33,970 -24%
AI
43
Analytic Investors
California
$1.39M +$1.18M +90,085 +542%
MAM
44
Martingale Asset Management
Massachusetts
$1.36M -$13.5K -1,025 -1%
Two Sigma Investments
45
Two Sigma Investments
New York
$1.23M -$276K -20,956 -18%
EI
46
EAM Investors
California
$1.12M -$145K -11,043 -11%
First Trust Advisors
47
First Trust Advisors
Illinois
$1.06M -$276K -20,992 -21%
California State Teachers Retirement System (CalSTRS)
48
California State Teachers Retirement System (CalSTRS)
California
$1.05M +$60.6K +4,611 +6%
GCP
49
GSA Capital Partners
United Kingdom
$1.01M +$221K +16,781 +28%
AA
50
Ancora Advisors
Ohio
$1.01M – – –
1
2
3 4 5

KBAL Hedge Fund Activity: Q2 2014 in Review

117 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Kimball International (KBAL) for Q2 2014, worth a combined $328M — down 6.7% from $352M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new KBAL positions and 7 closed out — a net gain of 3 holders — while 46 added to existing stakes and 41 trimmed.

The largest buyer was Teton Advisors, adding an estimated $2.13M. The largest seller was Forvis Mazars Wealth Advisors, exiting entirely with an estimated $2.56M sold.

  • 117 institutional investors held Kimball International (KBAL) as of Q2 2014, up from 114 in Q1 2014.
  • Funds reported $328M of Kimball International stock for Q2 2014, down 6.7% quarter-over-quarter.
  • 10 funds opened new Kimball International positions in Q2 2014 and 7 closed out, a net change of +3 holders.
  • The largest Kimball International buyer in Q2 2014 was Teton Advisors, an estimated $2.13M added.
  • The largest Kimball International seller in Q2 2014 was Forvis Mazars Wealth Advisors, an estimated $2.56M sold.

Based on aggregated 13F filings for Q2 2014.