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KBAL

Kimball International

Delisted

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

104 hedge funds and large institutions have $208M invested in Kimball International in 2016 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 42 increasing their positions, 30 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 30

19% more capital invested

Capital invested by funds: $175M → $208M (+$32.6M)

2% less funds holding

Funds holding: 106104 (-2)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

Holders
104
Holders Change
-2
Holders Change %
-1.89%
% of All Funds
2.77%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
6
Increased
42
Reduced
30
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$1.67M -$489K -46,363 -24%
AA
27
Ancora Advisors
Ohio
$1.61M +$121K +11,503 +9%
BIM
28
BlackRock Investment Management
Delaware
$1.51M +$87.3K +8,275 +7%
GIP
29
Granite Investment Partners
California
$1.51M +$286K +27,081 +26%
Charles Schwab
30
Charles Schwab
California
$1.31M +$21K +1,989 +2%
DRZID
31
DePrince Race & Zollo Inc (DRZ)
Florida
$1.29M +$1.2M +113,958 New
GCP
32
GSA Capital Partners
United Kingdom
$1.28M -$315K -29,823 -21%
PPA
33
Parametric Portfolio Associates
Washington
$1.19M +$1.15K +109 +0.1%
HCM
34
Hodges Capital Management
Texas
$1.14M
GWI
35
Grace & White Inc
New York
$1.1M
California State Teachers Retirement System (CalSTRS)
36
California State Teachers Retirement System (CalSTRS)
California
$826K +$96.5K +9,149 +14%
Two Sigma Advisers
37
Two Sigma Advisers
New York
$799K -$27.3K -2,586 -4%
GCIA
38
Gabelli & Co Investment Advisers
New York
$767K
Deutsche Bank
39
Deutsche Bank
Germany
$737K +$233K +22,102 +51%
MC
40
Menta Capital
California
$703K -$76.3K -7,231 -10%
AIM
41
Alambic Investment Management
California
$689K +$301K +28,502 +89%
TA
42
Teachers Advisors
New York
$659K
SO
43
STRS Ohio
Ohio
$641K -$68.7K -6,511 -10%
Prudential Financial
44
Prudential Financial
New Jersey
$599K -$347K -32,900 -38%
Swiss National Bank
45
Swiss National Bank
Switzerland
$599K +$108K +10,200 +23%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$539K +$37K +3,505 +8%
Invesco
47
Invesco
Georgia
$529K -$179K -16,964 -27%
NFA
48
Nationwide Fund Advisors
Ohio
$493K -$54.2K -5,133 -11%
SIM
49
Spark Investment Management
New York
$492K
State Board of Administration of Florida Retirement System
50
State Board of Administration of Florida Retirement System
Florida
$448K

KBAL Hedge Fund Activity: Q1 2016 in Review

104 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Kimball International (KBAL) for Q1 2016, worth a combined $208M — up 19% from $175M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of KBAL and 6 opened new positions — a net loss of 1 holder — while 30 trimmed existing stakes and 42 added.

The largest buyer was Loomis, Sayles & Company, adding an estimated $4.84M. The largest seller was Acadian Asset Management, cutting an estimated $1.96M.

  • 104 institutional investors held Kimball International (KBAL) as of Q1 2016, down from 106 in Q4 2015.
  • Funds reported $208M of Kimball International stock for Q1 2016, up 19% quarter-over-quarter.
  • 6 funds opened new Kimball International positions in Q1 2016 and 7 closed out, a net change of -1 holder.
  • The largest Kimball International buyer in Q1 2016 was Loomis, Sayles & Company, an estimated $4.84M added.
  • The largest Kimball International seller in Q1 2016 was Acadian Asset Management, an estimated $1.96M sold.

Based on aggregated 13F filings for Q1 2016.