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KBAL

Kimball International

Delisted

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

121 hedge funds and large institutions have $246M invested in Kimball International in 2021 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 46 increasing their positions, 38 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 13

21% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 38

3% more funds holding

Funds holding: 117121 (+4)

7% less capital invested

Capital invested by funds: $264M → $246M (-$18.2M)

15% less call options, than puts

Call options by funds: $346K | Put options by funds: $409K

Holders
121
Holders Change
+4
Holders Change %
+3.42%
% of All Funds
1.86%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
46
Reduced
38
Closed
13
Calls
$346K
Puts
$409K
Net Calls
-$63K
Net Calls Change
+$386K
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$1.67M +$220K +20,336 +14%
Grantham, Mayo, Van Otterloo & Co (GMO)
27
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.55M
N
28
Nuveen
North Carolina
$1.5M -$171K -15,773 -10%
Two Sigma Advisers
29
Two Sigma Advisers
New York
$1.47M +$490K +45,300 +46%
Morgan Stanley
30
Morgan Stanley
New York
$1.26M -$1.94M -179,691 -59%
Victory Capital Management
31
Victory Capital Management
Texas
$1.25M +$139K +12,806 +12%
BNP Paribas Financial Markets
32
BNP Paribas Financial Markets
France
$1.19M +$1.15M +106,604 +1,065%
Citadel Advisors
33
Citadel Advisors
Florida
$1.13M -$280K -25,844 -19%
GF
34
Gabelli Funds
New York
$1.06M +$11.1K +1,022 +1%
JIC
35
Johnson Investment Counsel
Ohio
$1.06M -$10.8K -1,000 -1%
Assenagon Asset Management
36
Assenagon Asset Management
Luxembourg
$1M +$1.06M +98,201 New
Charles Schwab
37
Charles Schwab
California
$966K +$32.5K +3,008 +3%
AQR Capital Management
38
AQR Capital Management
Connecticut
$945K -$147K -13,613 -13%
VFA
39
Valeo Financial Advisors
Indiana
$928K +$54.3K +5,018 +6%
Ameriprise
40
Ameriprise
Minnesota
$877K -$109K -10,071 -11%
Bank of America
41
Bank of America
North Carolina
$837K +$137K +12,669 +18%
Swiss National Bank
42
Swiss National Bank
Switzerland
$828K
Two Sigma Investments
43
Two Sigma Investments
New York
$813K +$301K +27,795 +54%
Barclays
44
Barclays
United Kingdom
$766K +$313K +28,903 +63%
RA
45
Royce & Associates
New York
$763K -$1M -92,788 -55%
EGM
46
Engineers Gate Manager
New York
$696K +$450K +41,624 +157%
First Trust Advisors
47
First Trust Advisors
Illinois
$608K +$78.9K +7,291 +14%
UBS AM
48
UBS AM
Illinois
$588K
PHS
49
Pekin Hardy Strauss
Illinois
$582K +$372K +34,435 +153%
Thrivent Financial for Lutherans
50
Thrivent Financial for Lutherans
Minnesota
$554K +$455K +42,105 New

KBAL Hedge Fund Activity: Q4 2021 in Review

121 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Kimball International (KBAL) for Q4 2021, worth a combined $246M — down 6.9% from $264M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new KBAL positions and 13 closed out — a net gain of 4 holders — while 46 added to existing stakes and 38 trimmed.

The largest buyer was DePrince Race & Zollo Inc (DRZ), adding an estimated $4.96M. The largest seller was Bank of Montreal, exiting entirely with an estimated $6.55M sold.

  • 121 institutional investors held Kimball International (KBAL) as of Q4 2021, up from 117 in Q3 2021.
  • Funds reported $246M of Kimball International stock for Q4 2021, down 6.9% quarter-over-quarter.
  • 17 funds opened new Kimball International positions in Q4 2021 and 13 closed out, a net change of +4 holders.
  • The largest Kimball International buyer in Q4 2021 was DePrince Race & Zollo Inc (DRZ), an estimated $4.96M added.
  • The largest Kimball International seller in Q4 2021 was Bank of Montreal, an estimated $6.55M sold.

Based on aggregated 13F filings for Q4 2021.