We are live on ! Find out more
KBAL

Kimball International

Delisted

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

114 hedge funds and large institutions have $332M invested in Kimball International in 2019 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 39 increasing their positions, 39 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 9

5% more funds holding

Funds holding: 109114 (+5)

1% more capital invested

Capital invested by funds: $329M → $332M (+$2.26M)

0% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 39

Holders
114
Holders Change
+5
Holders Change %
+4.59%
% of All Funds
2.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
39
Reduced
39
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Russell Investments Group
26
Russell Investments Group
United Kingdom
$2.75M +$131K +8,745 +5%
Millennium Management
27
Millennium Management
New York
$2.6M +$1.66M +110,954 +153%
GI
28
GAMCO Investors
Connecticut
$2.52M
GF
29
Gabelli Funds
New York
$2.49M -$59.9K -4,000 -2%
California Public Employees Retirement System
30
California Public Employees Retirement System
California
$2.34M +$8.9K +594 +0.4%
AIM
31
Alambic Investment Management
California
$2.23M +$1.02M +67,843 +75%
UBS Group
32
UBS Group
Switzerland
$2.04M -$131K -8,711 -6%
AllianceBernstein
33
AllianceBernstein
Tennessee
$1.54M -$52.4K -3,500 -3%
TA
34
Teachers Advisors
New York
$1.48M -$26.3K -1,754 -2%
Wells Fargo
35
Wells Fargo
California
$1.42M +$624K +41,647 +71%
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$1.34M -$49.3K -3,293 -3%
Two Sigma Advisers
37
Two Sigma Advisers
New York
$1.2M +$40.5K +2,700 +3%
Victory Capital Management
38
Victory Capital Management
Texas
$1.19M -$149K -9,931 -11%
Deutsche Bank
39
Deutsche Bank
Germany
$1.18M +$531K +35,468 +73%
Stifel Financial
40
Stifel Financial
Missouri
$1.13M
IA
41
IndexIQ Advisors
New York
$1.12M +$1.19M +79,365 New
OAM
42
Oxford Asset Management
United Kingdom
$1.07M +$738K +49,250 +186%
Ameriprise
43
Ameriprise
Minnesota
$992K -$24.4K -1,629 -2%
RJA
44
Raymond James & Associates
Florida
$954K +$120K +7,990 +13%
Swiss National Bank
45
Swiss National Bank
Switzerland
$945K +$30K +2,000 +3%
First Trust Advisors
46
First Trust Advisors
Illinois
$940K +$5.71K +381 +0.6%
Two Sigma Investments
47
Two Sigma Investments
New York
$935K +$720K +48,024 +265%
Bank of America
48
Bank of America
North Carolina
$907K -$43.1K -2,875 -4%
Grantham, Mayo, Van Otterloo & Co (GMO)
49
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$857K +$908K +60,600 New
Invesco
50
Invesco
Georgia
$818K +$58.2K +3,884 +7%

KBAL Hedge Fund Activity: Q1 2019 in Review

114 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Kimball International (KBAL) for Q1 2019, worth a combined $332M — up 0.69% from $329M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new KBAL positions and 9 closed out — a net gain of 5 holders — while 39 added to existing stakes and 39 trimmed.

The largest buyer was Forvis Mazars Wealth Advisors, adding an estimated $3.84M. The largest seller was Royce & Associates, cutting an estimated $6.73M.

  • 114 institutional investors held Kimball International (KBAL) as of Q1 2019, up from 109 in Q4 2018.
  • Funds reported $332M of Kimball International stock for Q1 2019, up 0.69% quarter-over-quarter.
  • 14 funds opened new Kimball International positions in Q1 2019 and 9 closed out, a net change of +5 holders.
  • The largest Kimball International buyer in Q1 2019 was Forvis Mazars Wealth Advisors, an estimated $3.84M added.
  • The largest Kimball International seller in Q1 2019 was Royce & Associates, an estimated $6.73M sold.

Based on aggregated 13F filings for Q1 2019.