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KBAL

Kimball International

Delisted

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

136 hedge funds and large institutions have $288M invested in Kimball International in 2020 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 50 increasing their positions, 37 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 37

13% more capital invested

Capital invested by funds: $254M → $288M (+$33.8M)

8% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 24

1% less funds holding

Funds holding: 138136 (-2)

72% less call options, than puts

Call options by funds: $149K | Put options by funds: $524K

Holders
136
Holders Change
-2
Holders Change %
-1.45%
% of All Funds
2.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
50
Reduced
37
Closed
24
Calls
$149K
Puts
$524K
Net Calls
-$375K
Net Calls Change
-$275K
Name Holding Trade Value Shares
Change
Change in
Stake
Russell Investments Group
26
Russell Investments Group
United Kingdom
$3.16M -$47.4K -4,162 -2%
JP Morgan Chase
27
JP Morgan Chase
New York
$2.91M -$2.81M -246,531 -50%
Charles Schwab
28
Charles Schwab
California
$2.86M -$200K -17,585 -7%
Goldman Sachs
29
Goldman Sachs
New York
$2.75M -$169K -14,820 -6%
Jacobs Levy Equity Management
30
Jacobs Levy Equity Management
New Jersey
$2.21M +$851K +74,746 +68%
Two Sigma Investments
31
Two Sigma Investments
New York
$2.11M +$1.04M +91,048 +106%
Grantham, Mayo, Van Otterloo & Co (GMO)
32
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$2.05M -$1.77M -155,600 -48%
RA
33
Royce & Associates
New York
$2M -$17.8M -1,560,685 -90%
Two Sigma Advisers
34
Two Sigma Advisers
New York
$1.96M +$625K +54,900 +50%
GI
35
GAMCO Investors
Connecticut
$1.71M -$22.8K -2,000 -1%
TA
36
Teton Advisors
New York
$1.7M -$91K -8,000 -5%
First Trust Advisors
37
First Trust Advisors
Illinois
$1.56M -$7.82K -687 -0.5%
Bank of America
38
Bank of America
North Carolina
$1.5M +$611K +53,708 +75%
Ameriprise
39
Ameriprise
Minnesota
$1.47M +$560K +49,235 +66%
GWI
40
Grace & White Inc
New York
$1.43M -$5.69K -500 -0.4%
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$1.32M +$105K +9,227 +9%
JIC
42
Johnson Investment Counsel
Ohio
$1.23M +$1.17M +102,850 New
VFA
43
Valeo Financial Advisors
Indiana
$1.04M +$24K +2,113 +2%
Swiss National Bank
44
Swiss National Bank
Switzerland
$994K +$17.1K +1,500 +2%
GF
45
Gabelli Funds
New York
$992K
Wells Fargo
46
Wells Fargo
California
$991K -$13.5K -1,188 -1%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$956K -$17.1K -1,500 -2%
Deutsche Bank
48
Deutsche Bank
Germany
$869K +$210K +18,466 +34%
Barclays
49
Barclays
United Kingdom
$765K +$144K +12,648 +25%
AA
50
Ancora Advisors
Ohio
$735K -$24.1K -2,115 -3%

KBAL Hedge Fund Activity: Q4 2020 in Review

136 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Kimball International (KBAL) for Q4 2020, worth a combined $288M — up 13% from $254M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of KBAL and 22 opened new positions — a net loss of 2 holders — while 37 trimmed existing stakes and 50 added.

The largest buyer was BlackRock, adding an estimated $15M. The largest seller was Royce & Associates, cutting an estimated $17.8M.

  • 136 institutional investors held Kimball International (KBAL) as of Q4 2020, down from 138 in Q3 2020.
  • Funds reported $288M of Kimball International stock for Q4 2020, up 13% quarter-over-quarter.
  • 22 funds opened new Kimball International positions in Q4 2020 and 24 closed out, a net change of -2 holders.
  • The largest Kimball International buyer in Q4 2020 was BlackRock, an estimated $15M added.
  • The largest Kimball International seller in Q4 2020 was Royce & Associates, an estimated $17.8M sold.

Based on aggregated 13F filings for Q4 2020.