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KBAL

Kimball International

Delisted

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

115 hedge funds and large institutions have $291M invested in Kimball International in 2014 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 36 increasing their positions, 42 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less funds holding

Funds holding: 117115 (-2)

11% less capital invested

Capital invested by funds: $328M → $291M (-$36.9M)

14% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 42

18% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 11

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $15K

Holders
115
Holders Change
-2
Holders Change %
-1.71%
% of All Funds
3.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
36
Reduced
42
Closed
11
Calls
Puts
$15K
Net Calls
-$15K
Net Calls Change
-$18K
Name Holding Trade Value Shares
Change
Change in
Stake
TCIM
26
TIAA CREF Investment Management
New York
$2.52M -$133K -10,692 -5%
SFM
27
Systematic Financial Management
New Jersey
$2.24M +$618K +49,632 +35%
BCM
28
Bridgeway Capital Management
Texas
$2.2M -$4K -321 -0.2%
MM
29
Midas Management
New York
$2.18M +$2.31M +185,745 New
Franklin Resources
30
Franklin Resources
California
$2.02M
PAM
31
Panagora Asset Management
Massachusetts
$2.01M +$104K +8,364 +5%
OSAM
32
O'Shaughnessy Asset Management
Connecticut
$1.95M -$140K -11,239 -6%
BIM
33
BlackRock Investment Management
Delaware
$1.71M +$35.7K +2,869 +2%
CCMH
34
Cornerstone Capital Management Holdings
New York
$1.61M -$182K -14,604 -10%
PPA
35
Parametric Portfolio Associates
Washington
$1.58M -$3.69K -296 -0.2%
GI
36
GAMCO Investors
Connecticut
$1.56M +$1.24M +99,534 +297%
GWI
37
Grace & White Inc
New York
$1.48M
RFC
38
Russell Frank Company
Washington
$1.41M -$935K -75,035 -39%
GCIA
39
Gabelli & Co Investment Advisers
New York
$1.35M +$54.2K +4,355 +4%
AI
40
Analytic Investors
California
$1.28M +$24.7K +1,984 +2%
Deutsche Bank
41
Deutsche Bank
Germany
$1.23M -$41.3K -3,315 -3%
MAM
42
Martingale Asset Management
Massachusetts
$1.22M
GF
43
Gabelli Funds
New York
$1.17M +$1.24M +99,662 New
Two Sigma Advisers
44
Two Sigma Advisers
New York
$1.02M -$429K -34,459 -28%
GCP
45
GSA Capital Partners
United Kingdom
$972K +$61.2K +4,917 +6%
California State Teachers Retirement System (CalSTRS)
46
California State Teachers Retirement System (CalSTRS)
California
$954K +$12.1K +974 +1%
AA
47
Ancora Advisors
Ohio
$912K
AllianceBernstein
48
AllianceBernstein
Tennessee
$864K
QI
49
QS Investors
New York
$811K -$908K -72,889 -51%
Arrowstreet Capital
50
Arrowstreet Capital
Massachusetts
$759K -$109K -8,755 -12%

KBAL Hedge Fund Activity: Q3 2014 in Review

115 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Kimball International (KBAL) for Q3 2014, worth a combined $291M — down 11% from $328M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of KBAL and 9 opened new positions — a net loss of 2 holders — while 42 trimmed existing stakes and 36 added.

The largest buyer was Teton Advisors, adding an estimated $2.35M. The largest seller was BlackRock Institutional Trust, cutting an estimated $4.18M.

  • 115 institutional investors held Kimball International (KBAL) as of Q3 2014, down from 117 in Q2 2014.
  • Funds reported $291M of Kimball International stock for Q3 2014, down 11% quarter-over-quarter.
  • 9 funds opened new Kimball International positions in Q3 2014 and 11 closed out, a net change of -2 holders.
  • The largest Kimball International buyer in Q3 2014 was Teton Advisors, an estimated $2.35M added.
  • The largest Kimball International seller in Q3 2014 was BlackRock Institutional Trust, an estimated $4.18M sold.

Based on aggregated 13F filings for Q3 2014.