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KBAL

Kimball International

Delisted

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

119 hedge funds and large institutions have $204M invested in Kimball International in 2022 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 50 increasing their positions, 33 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 33

7% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 15

2% less funds holding

Funds holding: 121119 (-2)

17% less capital invested

Capital invested by funds: $246M → $204M (-$42M)

98% less call options, than puts

Call options by funds: $5K | Put options by funds: $270K

Holders
119
Holders Change
-2
Holders Change %
-1.65%
% of All Funds
1.88%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
50
Reduced
33
Closed
15
Calls
$5K
Puts
$270K
Net Calls
-$265K
Net Calls Change
-$202K
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$1.72M +$1.03M +108,556 +115%
N
27
Nuveen
North Carolina
$1.35M +$7.13K +751 +0.5%
Grantham, Mayo, Van Otterloo & Co (GMO)
28
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.28M
Victory Capital Management
29
Victory Capital Management
Texas
$1.19M +$172K +18,151 +15%
Citadel Advisors
30
Citadel Advisors
Florida
$1.08M +$156K +16,445 +15%
GF
31
Gabelli Funds
New York
$963K +$95K +10,000 +10%
JIC
32
Johnson Investment Counsel
Ohio
$892K +$14.7K +1,545 +2%
Ameriprise
33
Ameriprise
Minnesota
$892K +$188K +19,830 +23%
EGM
34
Engineers Gate Manager
New York
$871K +$332K +34,984 +51%
Morgan Stanley
35
Morgan Stanley
New York
$843K -$221K -23,221 -19%
Fidelity Investments
36
Fidelity Investments
Massachusetts
$823K +$871K +91,681 +1,608%
VFA
37
Valeo Financial Advisors
Indiana
$766K +$295 +31 +0%
AQR Capital Management
38
AQR Capital Management
Connecticut
$763K -$19.7K -2,078 -2%
Swiss National Bank
39
Swiss National Bank
Switzerland
$730K +$52.3K +5,500 +7%
BNP Paribas Financial Markets
40
BNP Paribas Financial Markets
France
$725K -$293K -30,843 -26%
Two Sigma Advisers
41
Two Sigma Advisers
New York
$699K -$580K -61,100 -42%
RA
42
Royce & Associates
New York
$630K
CSS
43
Cubist Systematic Strategies
Connecticut
$525K +$466K +49,017 +374%
BIP
44
Brandes Investment Partners
California
$523K +$588K +61,849 New
CIC
45
Cornercap Investment Counsel
Georgia
$487K +$547K +57,591 New
UBS AM
46
UBS AM
Illinois
$486K
PPA
47
Parametric Portfolio Associates
Washington
$481K +$168K +17,732 +45%
First Trust Advisors
48
First Trust Advisors
Illinois
$474K -$31.1K -3,273 -6%
Thrivent Financial for Lutherans
49
Thrivent Financial for Lutherans
Minnesota
$472K +$38.6K +4,065 +10%
T. Rowe Price Associates
50
T. Rowe Price Associates
Maryland
$453K +$83.6K +8,800 +20%

KBAL Hedge Fund Activity: Q1 2022 in Review

119 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Kimball International (KBAL) for Q1 2022, worth a combined $204M — down 17% from $246M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of KBAL and 14 opened new positions — a net loss of 1 holder — while 33 trimmed existing stakes and 50 added.

The largest buyer was EVR Research, opening a new position worth an estimated $6.08M. The largest seller was Eaton Vance Management, exiting entirely with an estimated $10.2M sold.

  • 119 institutional investors held Kimball International (KBAL) as of Q1 2022, down from 121 in Q4 2021.
  • Funds reported $204M of Kimball International stock for Q1 2022, down 17% quarter-over-quarter.
  • 14 funds opened new Kimball International positions in Q1 2022 and 15 closed out, a net change of -1 holder.
  • The largest Kimball International buyer in Q1 2022 was EVR Research, an estimated $6.08M added.
  • The largest Kimball International seller in Q1 2022 was Eaton Vance Management, an estimated $10.2M sold.

Based on aggregated 13F filings for Q1 2022.