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KBAL

Kimball International

Delisted

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

128 hedge funds and large institutions have $331M invested in Kimball International in 2021 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 44 increasing their positions, 44 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more capital invested

Capital invested by funds: $288M → $331M (+$43.5M)

0% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 44

6% less funds holding

Funds holding: 136128 (-8)

26% less call options, than puts

Call options by funds: $765K | Put options by funds: $1.04M

32% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 22

Holders
128
Holders Change
-8
Holders Change %
-5.88%
% of All Funds
2.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
44
Reduced
44
Closed
22
Calls
$765K
Puts
$1.04M
Net Calls
-$272K
Net Calls Change
+$103K
Name Holding Trade Value Shares
Change
Change in
Stake
Arrowstreet Capital
26
Arrowstreet Capital
Massachusetts
$2.93M -$1.92M -147,621 -41%
KCM
27
Kennedy Capital Management
Missouri
$2.65M +$2.45M +189,095 New
AQR Capital Management
28
AQR Capital Management
Connecticut
$2.59M -$1.38M -106,224 -36%
RA
29
Royce & Associates
New York
$2.34M
Grantham, Mayo, Van Otterloo & Co (GMO)
30
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$2.19M -$192K -14,800 -9%
GI
31
GAMCO Investors
Connecticut
$1.92M -$77.9K -6,000 -4%
TA
32
Teton Advisors
New York
$1.86M -$117K -9,000 -6%
State of New Jersey Common Pension Fund D
33
State of New Jersey Common Pension Fund D
New Jersey
$1.78M +$1.65M +126,958 New
GWI
34
Grace & White Inc
New York
$1.72M +$48K +3,700 +3%
SAM
35
Silphium Asset Management
United Kingdom
$1.68M +$1.56M +120,000 New
Bank of America
36
Bank of America
North Carolina
$1.6M -$147K -11,359 -9%
D.E. Shaw & Co
37
D.E. Shaw & Co
New York
$1.59M -$3.35M -258,326 -69%
Ameriprise
38
Ameriprise
Minnesota
$1.59M -$127K -9,809 -8%
BFA
39
Bragg Financial Advisors
North Carolina
$1.57M +$1.11M +85,738 +322%
JIC
40
Johnson Investment Counsel
Ohio
$1.46M +$13K +1,000 +1%
Acadian Asset Management
41
Acadian Asset Management
Massachusetts
$1.41M -$2.56M -197,347 -66%
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$1.38M -$157K -12,106 -11%
First Trust Advisors
43
First Trust Advisors
Illinois
$1.35M -$440K -33,882 -26%
KWM
44
Kingsview Wealth Management
Oregon
$1.34M +$1.25M +96,080 New
Two Sigma Advisers
45
Two Sigma Advisers
New York
$1.3M -$919K -70,800 -43%
Two Sigma Investments
46
Two Sigma Investments
New York
$1.27M -$1.12M -86,119 -49%
VFA
47
Valeo Financial Advisors
Indiana
$1.26M +$34.1K +2,629 +3%
SG Americas Securities
48
SG Americas Securities
New York
$1.19M +$992K +76,394 +874%
AA
49
Ancora Advisors
Ohio
$1.18M +$294K +22,658 +37%
Invesco
50
Invesco
Georgia
$1.18M +$395K +30,411 +57%

KBAL Hedge Fund Activity: Q1 2021 in Review

128 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Kimball International (KBAL) for Q1 2021, worth a combined $331M — up 15% from $288M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of KBAL and 15 opened new positions — a net loss of 7 holders — while 44 trimmed existing stakes and 44 added.

The largest buyer was J. Goldman & Co, opening a new position worth an estimated $5.95M. The largest seller was Scion Asset Management, exiting entirely with an estimated $5.97M sold.

  • 128 institutional investors held Kimball International (KBAL) as of Q1 2021, down from 136 in Q4 2020.
  • Funds reported $331M of Kimball International stock for Q1 2021, up 15% quarter-over-quarter.
  • 15 funds opened new Kimball International positions in Q1 2021 and 22 closed out, a net change of -7 holders.
  • The largest Kimball International buyer in Q1 2021 was J. Goldman & Co, an estimated $5.95M added.
  • The largest Kimball International seller in Q1 2021 was Scion Asset Management, an estimated $5.97M sold.

Based on aggregated 13F filings for Q1 2021.