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KBAL

Kimball International
KBAL

Delisted

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

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102 hedge funds and large institutions have $198M invested in Kimball International in 2015 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 34 increasing their positions, 40 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more capital invested

Capital invested by funds: $172M → $198M (+$25.8M)

10% less funds holding

Funds holding: 113 → 102 (-11)

15% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 40

61% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 18

Holders
102
Holders Change
-11
Holders Change %
-9.73%
% of All Funds
2.72%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
34
Reduced
40
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AAM
ACK Asset Management
Connecticut
+$4.03M
2
SFM
Systematic Financial Management
New Jersey
+$2.52M
3
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$1.68M
4
PAIM
Punch & Associates Investment Management
Minnesota
+$1.18M
5
TA
Teton Advisors
New York
+$1.14M

Top Sellers

Rank Fund Capital Flow
1
DSC
Donald Smith & Co
New York
-$3.99M
2
Morgan Stanley
Morgan Stanley
New York
-$2.02M
3
Wells Fargo
Wells Fargo
California
-$1.04M
4
RA
Royce & Associates
New York
-$1.02M
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$958K
Name Holding Trade Value Shares
Change 		Change in
Stake
NFA
26
Nationwide Fund Advisors
Ohio
$1.72M -$39.4K -4,162 -2%
GI
27
GAMCO Investors
Connecticut
$1.59M +$73.4K +7,750 +5%
MM
28
Midas Management
New York
$1.52M – – –
Prudential Financial
29
Prudential Financial
New Jersey
$1.48M +$870K +91,800 +187%
PAIM
30
Punch & Associates Investment Management
Minnesota
$1.31M +$1.18M +125,000 New
Loomis, Sayles & Company
31
Loomis, Sayles & Company
Massachusetts
$1.23M -$10.3K -1,089 -0.9%
BIM
32
BlackRock Investment Management
Delaware
$1.18M -$2.08K -219 -0.2%
QI
33
QS Investors
New York
$1.16M -$648K -68,397 -38%
KCM
34
Keane Capital Management
North Carolina
$1.14M +$1.03M +108,300 New
PPA
35
Parametric Portfolio Associates
Washington
$1.11M +$27.2K +2,872 +3%
GWI
36
Grace & White Inc
New York
$1.03M – – –
AI
37
Analytic Investors
California
$1.01M -$648K -68,375 -41%
Deutsche Bank
38
Deutsche Bank
Germany
$993K -$166K -17,553 -16%
Two Sigma Advisers
39
Two Sigma Advisers
New York
$987K +$262K +27,600 +41%
PAM
40
Panagora Asset Management
Massachusetts
$979K -$186K -19,678 -17%
AA
41
Ancora Advisors
Ohio
$966K -$600K -63,323 Closed
GCIA
42
Gabelli & Co Investment Advisers
New York
$918K – – –
Millennium Management
43
Millennium Management
New York
$897K +$279K +29,431 +52%
American Century Companies
44
American Century Companies
Missouri
$884K -$703K -74,140 -47%
Invesco
45
Invesco
Georgia
$845K -$245K -25,872 -24%
SO
46
STRS Ohio
Ohio
$744K +$74.9K +7,900 +13%
Two Sigma Investments
47
Two Sigma Investments
New York
$706K +$309K +32,624 +94%
MC
48
Menta Capital
California
$676K +$154K +16,300 +34%
California State Teachers Retirement System (CalSTRS)
49
California State Teachers Retirement System (CalSTRS)
California
$657K -$9.48K -1,000 -2%
MERSOM
50
Municipal Employees' Retirement System of Michigan
Michigan
$636K – – –
1
2
3 4 5

KBAL Hedge Fund Activity: Q1 2015 in Review

102 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Kimball International (KBAL) for Q1 2015, worth a combined $198M — up 15% from $172M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of KBAL and 7 opened new positions — a net loss of 11 holders — while 40 trimmed existing stakes and 34 added.

The largest buyer was ACK Asset Management, opening a new position worth an estimated $4.03M. The largest seller was Donald Smith & Co, cutting an estimated $3.99M.

  • 102 institutional investors held Kimball International (KBAL) as of Q1 2015, down from 113 in Q4 2014.
  • Funds reported $198M of Kimball International stock for Q1 2015, up 15% quarter-over-quarter.
  • 7 funds opened new Kimball International positions in Q1 2015 and 18 closed out, a net change of -11 holders.
  • The largest Kimball International buyer in Q1 2015 was ACK Asset Management, an estimated $4.03M added.
  • The largest Kimball International seller in Q1 2015 was Donald Smith & Co, an estimated $3.99M sold.

Based on aggregated 13F filings for Q1 2015.