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KBAL

Kimball International

Delisted

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

115 hedge funds and large institutions have $308M invested in Kimball International in 2021 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 44 increasing their positions, 43 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 43

7% less capital invested

Capital invested by funds: $331M → $308M (-$23M)

10% less funds holding

Funds holding: 128115 (-13)

59% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 22

75% less call options, than puts

Call options by funds: $505K | Put options by funds: $1.99M

Holders
115
Holders Change
-13
Holders Change %
-10.16%
% of All Funds
2%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
44
Reduced
43
Closed
22
Calls
$505K
Puts
$1.99M
Net Calls
-$1.48M
Net Calls Change
-$1.21M
Name Holding Trade Value Shares
Change
Change in
Stake
RA
26
Royce & Associates
New York
$2.2M
N
27
Nuveen
North Carolina
$2.15M -$1.77M -129,815 -44%
Morgan Stanley
28
Morgan Stanley
New York
$2.11M -$1.64M -120,040 -43%
Grantham, Mayo, Van Otterloo & Co (GMO)
29
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$2M -$61.3K -4,500 -3%
PCM
30
Penn Capital Management
Pennsylvania
$1.99M +$2.06M +151,419 New
AQR Capital Management
31
AQR Capital Management
Connecticut
$1.87M -$592K -43,432 -23%
GWI
32
Grace & White Inc
New York
$1.82M +$204K +15,000 +12%
Arrowstreet Capital
33
Arrowstreet Capital
Massachusetts
$1.81M -$983K -72,178 -34%
GI
34
GAMCO Investors
Connecticut
$1.79M -$11.6K -850 -0.6%
CIG
35
Consolidated Investment Group
Colorado
$1.71M +$1.77M +130,000 New
Two Sigma Advisers
36
Two Sigma Advisers
New York
$1.57M +$362K +26,600 +29%
JIC
37
Johnson Investment Counsel
Ohio
$1.38M
GF
38
Gabelli Funds
New York
$1.35M +$272K +19,959 +24%
Ameriprise
39
Ameriprise
Minnesota
$1.25M -$255K -18,725 -16%
Millennium Management
40
Millennium Management
New York
$1.22M +$176K +12,914 +16%
First Trust Advisors
41
First Trust Advisors
Illinois
$1.22M -$49.1K -3,607 -4%
American Century Companies
42
American Century Companies
Missouri
$1.21M +$307K +22,552 +33%
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$1.2M -$105K -7,684 -8%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$1.14M +$1.07M +78,413 +923%
VFA
45
Valeo Financial Advisors
Indiana
$1.13M -$54.7K -4,018 -4%
Bank of America
46
Bank of America
North Carolina
$1.07M -$443K -32,542 -28%
Swiss National Bank
47
Swiss National Bank
Switzerland
$1.06M -$31.3K -2,300 -3%
GPGA
48
Grandeur Peak Global Advisors
Utah
$987K +$388K +28,500 +61%
Two Sigma Investments
49
Two Sigma Investments
New York
$899K -$302K -22,201 -25%
UBS AM
50
UBS AM
Illinois
$756K +$26.5K +1,947 +4%

KBAL Hedge Fund Activity: Q2 2021 in Review

115 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Kimball International (KBAL) for Q2 2021, worth a combined $308M — down 7% from $331M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of KBAL and 9 opened new positions — a net loss of 13 holders — while 43 trimmed existing stakes and 44 added.

The largest buyer was DePrince Race & Zollo Inc (DRZ), adding an estimated $7.86M. The largest seller was Punch & Associates Investment Management, exiting entirely with an estimated $5.73M sold.

  • 115 institutional investors held Kimball International (KBAL) as of Q2 2021, down from 128 in Q1 2021.
  • Funds reported $308M of Kimball International stock for Q2 2021, down 7% quarter-over-quarter.
  • 9 funds opened new Kimball International positions in Q2 2021 and 22 closed out, a net change of -13 holders.
  • The largest Kimball International buyer in Q2 2021 was DePrince Race & Zollo Inc (DRZ), an estimated $7.86M added.
  • The largest Kimball International seller in Q2 2021 was Punch & Associates Investment Management, an estimated $5.73M sold.

Based on aggregated 13F filings for Q2 2021.