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KBAL

Kimball International
KBAL

Delisted

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

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128 hedge funds and large institutions have $395M invested in Kimball International in 2017 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 46 increasing their positions, 42 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 5

11% more funds holding

Funds holding: 115 → 128 (+13)

6% more capital invested

Capital invested by funds: $372M → $395M (+$22.9M)

10% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 42

Holders
128
Holders Change
+13
Holders Change %
+11.3%
% of All Funds
3.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
46
Reduced
42
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FMWA
Forvis Mazars Wealth Advisors
Missouri
+$7.96M
2
Renaissance Technologies
Renaissance Technologies
New York
+$4.05M
3
WC
Walthausen & Co
New York
+$3.82M
4
Goldman Sachs
Goldman Sachs
New York
+$3.5M
5
AL
AJO LP
Pennsylvania
+$2.86M

Top Sellers

Rank Fund Capital Flow
1
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
-$3.72M
2
NC
Northpointe Capital
Michigan
-$3.14M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$3.06M
4
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$2.67M
5
RA
Royce & Associates
New York
-$1.86M
Name Holding Trade Value Shares
Change 		Change in
Stake
Charles Schwab
26
Charles Schwab
California
$3.11M +$878K +50,683 +37%
California Public Employees Retirement System
27
California Public Employees Retirement System
California
$3.06M +$231K +13,300 +8%
D.E. Shaw & Co
28
D.E. Shaw & Co
New York
$2.92M -$281K -16,218 -8%
AIM
29
Alambic Investment Management
California
$2.83M +$861K +49,673 +41%
JP Morgan Chase
30
JP Morgan Chase
New York
$2.83M -$58K -3,349 -2%
AL
31
AJO LP
Pennsylvania
$2.75M +$2.86M +164,741 New
TA
32
Teachers Advisors
New York
$2.23M +$74.9K +4,319 +3%
Two Sigma Advisers
33
Two Sigma Advisers
New York
$2.21M -$24.3K -1,400 -1%
Deutsche Bank
34
Deutsche Bank
Germany
$1.76M +$1.37M +78,893 +292%
MAM
35
Martingale Asset Management
Massachusetts
$1.53M +$1.59M +91,774 New
SCA
36
Secor Capital Advisors
New York
$1.45M +$654K +37,725 +77%
DRZID
37
DePrince Race & Zollo Inc (DRZ)
Florida
$1.42M -$3.72M -214,911 -72%
JIR
38
James Investment Research
Ohio
$1.41M +$1.46M +84,180 New
AQR Capital Management
39
AQR Capital Management
Connecticut
$1.36M +$230K +13,246 +19%
AG
40
Algert Global
California
$1.35M +$225K +12,992 +19%
BPM
41
Bowling Portfolio Management
Ohio
$1.28M +$577K +33,288 +77%
CIP
42
Convergence Investment Partners
Florida
$1.27M -$386K -22,292 -23%
HIM
43
Hillsdale Investment Management
Ontario, Canada
$1.2M -$3.12K -180 -0.3%
GWI
44
Grace & White Inc
New York
$1.19M – – –
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$1.15M +$971K +56,046 +443%
MC
46
Menta Capital
California
$1.14M +$299K +17,276 +34%
JIM
47
Jupiter Investment Management
United Kingdom
$1.12M +$1.16M +66,914 New
California State Teachers Retirement System (CalSTRS)
48
California State Teachers Retirement System (CalSTRS)
California
$1.08M -$140K -8,100 -11%
Two Sigma Investments
49
Two Sigma Investments
New York
$1.07M -$495K -28,562 -31%
Swiss National Bank
50
Swiss National Bank
Switzerland
$1.03M +$182K +10,500 +21%
1
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3 4 5

KBAL Hedge Fund Activity: Q2 2017 in Review

128 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Kimball International (KBAL) for Q2 2017, worth a combined $395M — up 6.2% from $372M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new KBAL positions and 5 closed out — a net gain of 15 holders — while 46 added to existing stakes and 42 trimmed.

The largest buyer was Forvis Mazars Wealth Advisors, opening a new position worth an estimated $7.96M. The largest seller was DePrince Race & Zollo Inc (DRZ), cutting an estimated $3.72M.

  • 128 institutional investors held Kimball International (KBAL) as of Q2 2017, up from 115 in Q1 2017.
  • Funds reported $395M of Kimball International stock for Q2 2017, up 6.2% quarter-over-quarter.
  • 20 funds opened new Kimball International positions in Q2 2017 and 5 closed out, a net change of +15 holders.
  • The largest Kimball International buyer in Q2 2017 was Forvis Mazars Wealth Advisors, an estimated $7.96M added.
  • The largest Kimball International seller in Q2 2017 was DePrince Race & Zollo Inc (DRZ), an estimated $3.72M sold.

Based on aggregated 13F filings for Q2 2017.