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KBAL

Kimball International

Delisted

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

109 hedge funds and large institutions have $329M invested in Kimball International in 2018 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 36 increasing their positions, 47 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

2% more funds holding

Funds holding: 107109 (+2)

17% less capital invested

Capital invested by funds: $399M → $329M (-$69.3M)

23% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 47

Holders
109
Holders Change
+2
Holders Change %
+1.87%
% of All Funds
2.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
36
Reduced
47
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GF
26
Gabelli Funds
New York
$2.55M
GI
27
GAMCO Investors
Connecticut
$2.53M -$23.5K -1,500 -0.8%
California Public Employees Retirement System
28
California Public Employees Retirement System
California
$2.34M +$350K +22,361 +16%
UBS Group
29
UBS Group
Switzerland
$2.17M +$2.22M +141,623 +1,237%
AllianceBernstein
30
AllianceBernstein
Tennessee
$1.6M -$19.6K -1,250 -1%
TA
31
Teachers Advisors
New York
$1.51M +$31.5K +2,016 +2%
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$1.39M +$162K +10,340 +12%
Victory Capital Management
33
Victory Capital Management
Texas
$1.33M +$123K +7,836 +9%
AIM
34
Alambic Investment Management
California
$1.28M +$671K +42,853 +91%
Two Sigma Advisers
35
Two Sigma Advisers
New York
$1.16M -$172K -11,019 -12%
Stifel Financial
36
Stifel Financial
Missouri
$1.13M -$313 -20 -0%
Millennium Management
37
Millennium Management
New York
$1.03M -$617K -39,451 -35%
Ameriprise
38
Ameriprise
Minnesota
$1.02M +$166K +10,629 +17%
Bank of America
39
Bank of America
North Carolina
$950K +$172K +11,012 +20%
First Trust Advisors
40
First Trust Advisors
Illinois
$938K +$159K +10,131 +18%
PAM
41
Panagora Asset Management
Massachusetts
$936K -$240K -15,341 -19%
Swiss National Bank
42
Swiss National Bank
Switzerland
$920K
Citadel Advisors
43
Citadel Advisors
Florida
$867K +$196K +12,534 +26%
RJA
44
Raymond James & Associates
Florida
$844K -$36.6K -2,341 -4%
CPIG
45
Chicago Partners Investment Group
Illinois
$841K +$11.8K +757 +1%
Wells Fargo
46
Wells Fargo
California
$832K +$35.3K +2,253 +4%
California State Teachers Retirement System (CalSTRS)
47
California State Teachers Retirement System (CalSTRS)
California
$808K +$25.2K +1,613 +3%
Invesco
48
Invesco
Georgia
$766K +$102K +6,533 +14%
BCM
49
Bridgeway Capital Management
Texas
$763K +$366K +23,400 +77%
GCP
50
GSA Capital Partners
United Kingdom
$720K -$452K -28,874 -36%

KBAL Hedge Fund Activity: Q4 2018 in Review

109 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Kimball International (KBAL) for Q4 2018, worth a combined $329M — down 17% from $399M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new KBAL positions and 5 closed out — a net gain of 2 holders — while 36 added to existing stakes and 47 trimmed.

The largest buyer was AJO LP, adding an estimated $4.52M. The largest seller was Royce & Associates, cutting an estimated $4.95M.

  • 109 institutional investors held Kimball International (KBAL) as of Q4 2018, up from 107 in Q3 2018.
  • Funds reported $329M of Kimball International stock for Q4 2018, down 17% quarter-over-quarter.
  • 7 funds opened new Kimball International positions in Q4 2018 and 5 closed out, a net change of +2 holders.
  • The largest Kimball International buyer in Q4 2018 was AJO LP, an estimated $4.52M added.
  • The largest Kimball International seller in Q4 2018 was Royce & Associates, an estimated $4.95M sold.

Based on aggregated 13F filings for Q4 2018.