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KBAL

Kimball International
KBAL

Delisted

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

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123 hedge funds and large institutions have $438M invested in Kimball International in 2017 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 41 increasing their positions, 48 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 16

1% more funds holding

Funds holding: 122 → 123 (+1)

4% less capital invested

Capital invested by funds: $455M → $438M (-$16.8M)

15% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 48

66% less call options, than puts

Call options by funds: $349K | Put options by funds: $1.01M

Holders
123
Holders Change
+1
Holders Change %
+0.82%
% of All Funds
2.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
41
Reduced
48
Closed
16
Calls
$349K
Puts
$1.01M
Net Calls
-$663K
Net Calls Change
-$664K

Top Buyers

Rank Fund Capital Flow
1
RA
Royce & Associates
New York
+$6.06M
2
Renaissance Technologies
Renaissance Technologies
New York
+$4.02M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.79M
4
UBS Group
UBS Group
Switzerland
+$1.78M
5
AQR Capital Management
AQR Capital Management
Connecticut
+$1.48M

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$2.31M
2
AL
AJO LP
Pennsylvania
-$1.75M
3
AG
Algert Global
California
-$1.75M
4
SIM
Spark Investment Management
New York
-$1.1M
5
GCP
GSA Capital Partners
United Kingdom
-$1.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
California Public Employees Retirement System
26
California Public Employees Retirement System
California
$3.23M – – –
JP Morgan Chase
27
JP Morgan Chase
New York
$3.15M +$63.1K +3,344 +2%
D.E. Shaw & Co
28
D.E. Shaw & Co
New York
$3.12M -$36.8K -1,947 -1%
AIM
29
Alambic Investment Management
California
$2.82M -$18.9K -1,000 -0.7%
PAMP
30
Polar Asset Management Partners
Ontario, Canada
$2.71M +$851K +45,067 +45%
DGHMC
31
Dalton, Greiner, Hartman, Maher & Co
New York
$2.42M +$517K +27,406 +27%
TA
32
Teachers Advisors
New York
$2.07M -$344K -18,247 -14%
Two Sigma Advisers
33
Two Sigma Advisers
New York
$1.99M -$128K -6,800 -6%
UBS Group
34
UBS Group
Switzerland
$1.84M +$1.78M +94,249 +2,067%
Deutsche Bank
35
Deutsche Bank
Germany
$1.83M +$935K +49,502 +102%
Wellington Management Group
36
Wellington Management Group
Massachusetts
$1.77M +$1.79M +94,642 New
BPM
37
Bowling Portfolio Management
Ohio
$1.72M +$267K +14,119 +18%
JIR
38
James Investment Research
Ohio
$1.56M – – –
JIM
39
Jupiter Investment Management
United Kingdom
$1.42M -$60K -3,176 -4%
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$1.34M +$107K +5,650 +9%
GWI
41
Grace & White Inc
New York
$1.33M – – –
HIM
42
Hillsdale Investment Management
Ontario, Canada
$1.32M +$37.8K +2,000 +3%
MAM
43
Martingale Asset Management
Massachusetts
$1.27M -$880K -46,635 -41%
Wells Fargo
44
Wells Fargo
California
$1.25M +$224K +11,869 +22%
SRAM
45
Stone Ridge Asset Management
New York
$1.21M +$1.22M +64,851 New
AA
46
Ancora Advisors
Ohio
$1.21M +$155K +8,226 +15%
New York State Common Retirement Fund
47
New York State Common Retirement Fund
New York
$1.15M +$415K +21,979 +55%
Swiss National Bank
48
Swiss National Bank
Switzerland
$1.15M – – –
California State Teachers Retirement System (CalSTRS)
49
California State Teachers Retirement System (CalSTRS)
California
$1.07M -$16.6K -880 -2%
Millennium Management
50
Millennium Management
New York
$1.07M -$2.31M -122,420 -68%
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KBAL Hedge Fund Activity: Q4 2017 in Review

123 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Kimball International (KBAL) for Q4 2017, worth a combined $438M — down 3.7% from $455M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new KBAL positions and 16 closed out — a net gain of 1 holder — while 41 added to existing stakes and 48 trimmed.

The largest buyer was Royce & Associates, adding an estimated $6.06M. The largest seller was Millennium Management, cutting an estimated $2.31M.

  • 123 institutional investors held Kimball International (KBAL) as of Q4 2017, up from 122 in Q3 2017.
  • Funds reported $438M of Kimball International stock for Q4 2017, down 3.7% quarter-over-quarter.
  • 17 funds opened new Kimball International positions in Q4 2017 and 16 closed out, a net change of +1 holder.
  • The largest Kimball International buyer in Q4 2017 was Royce & Associates, an estimated $6.06M added.
  • The largest Kimball International seller in Q4 2017 was Millennium Management, an estimated $2.31M sold.

Based on aggregated 13F filings for Q4 2017.