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KBAL

Kimball International
KBAL

Delisted

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

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116 hedge funds and large institutions have $409M invested in Kimball International in 2018 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 38 increasing their positions, 47 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% less funds holding

Funds holding: 123 → 116 (-7)

7% less capital invested

Capital invested by funds: $438M → $409M (-$29.2M)

19% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 47

35% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 17

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $298K

Holders
116
Holders Change
-7
Holders Change %
-5.69%
% of All Funds
2.66%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
38
Reduced
47
Closed
17
Calls
–
Puts
$298K
Net Calls
-$298K
Net Calls Change
+$365K

Top Buyers

Rank Fund Capital Flow
1
FMWA
Forvis Mazars Wealth Advisors
Missouri
+$7.58M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$7.34M
3
Renaissance Technologies
Renaissance Technologies
New York
+$6.06M
4
PAIM
Punch & Associates Investment Management
Minnesota
+$4.9M
5
AA
Ancora Advisors
Ohio
+$3.25M

Top Sellers

Rank Fund Capital Flow
1
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$3.9M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$3.63M
3
BlackRock
BlackRock
New York
-$3.19M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$1.44M
5
MAM
Martingale Asset Management
Massachusetts
-$1.27M
Name Holding Trade Value Shares
Change 		Change in
Stake
GF
26
Gabelli Funds
New York
$3.2M – – –
D.E. Shaw & Co
27
D.E. Shaw & Co
New York
$3.09M +$250K +14,149 +8%
California Public Employees Retirement System
28
California Public Employees Retirement System
California
$2.95M – – –
JP Morgan Chase
29
JP Morgan Chase
New York
$2.74M -$140K -7,918 -5%
AIM
30
Alambic Investment Management
California
$2.52M -$49.4K -2,796 -2%
Deutsche Bank
31
Deutsche Bank
Germany
$2.25M +$599K +33,872 +34%
DGHMC
32
Dalton, Greiner, Hartman, Maher & Co
New York
$2.23M +$27.2K +1,540 +1%
AllianceBernstein
33
AllianceBernstein
Tennessee
$1.99M -$1.44M -81,660 -41%
TA
34
Teachers Advisors
New York
$1.79M -$104K -5,887 -5%
PAMP
35
Polar Asset Management Partners
Ontario, Canada
$1.71M -$794K -44,900 -31%
UBS Group
36
UBS Group
Switzerland
$1.71M +$22.3K +1,260 +1%
Two Sigma Advisers
37
Two Sigma Advisers
New York
$1.65M -$168K -9,500 -9%
BPM
38
Bowling Portfolio Management
Ohio
$1.63M +$68.3K +3,860 +4%
Prudential Financial
39
Prudential Financial
New Jersey
$1.5M +$752K +42,510 +94%
JIM
40
Jupiter Investment Management
United Kingdom
$1.3M – – –
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$1.23M +$6.44K +364 +0.5%
GWI
42
Grace & White Inc
New York
$1.21M – – –
HIM
43
Hillsdale Investment Management
Ontario, Canada
$1.21M – – –
SRAM
44
Stone Ridge Asset Management
New York
$1.1M – – –
Swiss National Bank
45
Swiss National Bank
Switzerland
$1.1M +$58.3K +3,300 +5%
Bank of America
46
Bank of America
North Carolina
$1.06M +$145K +8,175 +15%
New York State Common Retirement Fund
47
New York State Common Retirement Fund
New York
$1.05M – – –
CS
48
Credit Suisse
Switzerland
$976K +$55.9K +3,162 +6%
Wells Fargo
49
Wells Fargo
California
$966K -$180K -10,163 -15%
California State Teachers Retirement System (CalSTRS)
50
California State Teachers Retirement System (CalSTRS)
California
$946K -$34.4K -1,947 -3%
1
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KBAL Hedge Fund Activity: Q1 2018 in Review

116 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Kimball International (KBAL) for Q1 2018, worth a combined $409M — down 6.7% from $438M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of KBAL and 11 opened new positions — a net loss of 6 holders — while 47 trimmed existing stakes and 38 added.

The largest buyer was Forvis Mazars Wealth Advisors, adding an estimated $7.58M. The largest seller was Acadian Asset Management, cutting an estimated $3.9M.

  • 116 institutional investors held Kimball International (KBAL) as of Q1 2018, down from 123 in Q4 2017.
  • Funds reported $409M of Kimball International stock for Q1 2018, down 6.7% quarter-over-quarter.
  • 11 funds opened new Kimball International positions in Q1 2018 and 17 closed out, a net change of -6 holders.
  • The largest Kimball International buyer in Q1 2018 was Forvis Mazars Wealth Advisors, an estimated $7.58M added.
  • The largest Kimball International seller in Q1 2018 was Acadian Asset Management, an estimated $3.9M sold.

Based on aggregated 13F filings for Q1 2018.