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KBAL

Kimball International

Delisted

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

133 hedge funds and large institutions have $514M invested in Kimball International in 2019 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 47 increasing their positions, 50 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

7% more capital invested

Capital invested by funds: $478M → $514M (+$35.6M)

2% more funds holding

Funds holding: 130133 (+3)

6% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 50

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
133
Holders Change
+3
Holders Change %
+2.31%
% of All Funds
2.62%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
13
Increased
47
Reduced
50
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WC
26
Walthausen & Co
New York
$4.3M +$284K +13,780 +7%
D.E. Shaw & Co
27
D.E. Shaw & Co
New York
$4.28M -$239K -11,585 -5%
HIM
28
Hillsdale Investment Management
Ontario, Canada
$3.81M +$503K +24,400 +15%
APG Asset Management
29
APG Asset Management
Netherlands
$3.13M +$1.94M +94,100 +124%
Citadel Advisors
30
Citadel Advisors
Florida
$3.08M +$45.2K +2,192 +1%
AllianceBernstein
31
AllianceBernstein
Tennessee
$3.05M
GI
32
GAMCO Investors
Connecticut
$2.94M -$412K -20,000 -12%
PAM
33
Panagora Asset Management
Massachusetts
$2.91M +$734K +35,626 +34%
California Public Employees Retirement System
34
California Public Employees Retirement System
California
$2.57M -$700K -33,957 -21%
MSL
35
Mackay Shields LLC
New York
$2.43M +$785K +38,100 +48%
Morgan Stanley
36
Morgan Stanley
New York
$2.32M -$357K -17,310 -13%
GF
37
Gabelli Funds
New York
$2.03M -$1.05M -51,000 -34%
VFA
38
Valeo Financial Advisors
Indiana
$1.88M -$2.02K -98 -0.1%
MAM
39
Martingale Asset Management
Massachusetts
$1.81M -$227 -11 -0%
OAM
40
Oxford Asset Management
United Kingdom
$1.79M -$194K -9,423 -10%
First Trust Advisors
41
First Trust Advisors
Illinois
$1.69M -$27.3K -1,327 -2%
Two Sigma Advisers
42
Two Sigma Advisers
New York
$1.61M -$103K -5,000 -6%
American Century Companies
43
American Century Companies
Missouri
$1.53M -$1.03M -49,739 -40%
Swiss National Bank
44
Swiss National Bank
Switzerland
$1.45M +$49.5K +2,400 +4%
RJA
45
Raymond James & Associates
Florida
$1.45M -$34.9K -1,692 -2%
Ameriprise
46
Ameriprise
Minnesota
$1.44M +$44.9K +2,180 +3%
OSAM
47
O'Shaughnessy Asset Management
Connecticut
$1.31M +$694K +33,665 +112%
UBS Group
48
UBS Group
Switzerland
$1.31M -$2.57M -124,617 -66%
Wells Fargo
49
Wells Fargo
California
$1.3M +$90.4K +4,384 +7%
Invesco
50
Invesco
Georgia
$1.26M +$116K +5,649 +10%

KBAL Hedge Fund Activity: Q4 2019 in Review

133 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Kimball International (KBAL) for Q4 2019, worth a combined $514M — up 7.4% from $478M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new KBAL positions and 10 closed out — a net gain of 3 holders — while 47 added to existing stakes and 50 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $4.38M. The largest seller was Teton Advisors, cutting an estimated $2.68M.

  • 133 institutional investors held Kimball International (KBAL) as of Q4 2019, up from 130 in Q3 2019.
  • Funds reported $514M of Kimball International stock for Q4 2019, up 7.4% quarter-over-quarter.
  • 13 funds opened new Kimball International positions in Q4 2019 and 10 closed out, a net change of +3 holders.
  • The largest Kimball International buyer in Q4 2019 was Arrowstreet Capital, an estimated $4.38M added.
  • The largest Kimball International seller in Q4 2019 was Teton Advisors, an estimated $2.68M sold.

Based on aggregated 13F filings for Q4 2019.