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KBAL

Kimball International

Delisted

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

115 hedge funds and large institutions have $291M invested in Kimball International in 2014 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 36 increasing their positions, 42 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less funds holding

Funds holding: 117115 (-2)

11% less capital invested

Capital invested by funds: $328M → $291M (-$36.9M)

14% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 42

18% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 11

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $15K

Holders
115
Holders Change
-2
Holders Change %
-1.71%
% of All Funds
3.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
36
Reduced
42
Closed
11
Calls
Puts
$15K
Net Calls
-$15K
Net Calls Change
-$18K
Name Holding Trade Value Shares
Change
Change in
Stake
Prudential Financial
51
Prudential Financial
New Jersey
$742K +$308K +24,700 +64%
SO
52
STRS Ohio
Ohio
$731K +$17.5K +1,409 +2%
MERSOM
53
Municipal Employees' Retirement System of Michigan
Michigan
$725K
TA
54
Teachers Advisors
New York
$722K
RhumbLine Advisers
55
RhumbLine Advisers
Massachusetts
$643K
WAM
56
Wolverine Asset Management
Illinois
$617K
State Board of Administration of Florida Retirement System
57
State Board of Administration of Florida Retirement System
Florida
$591K +$67.1K +5,391 +12%
FP
58
Foundry Partners
Minnesota
$578K -$4.78K -384 -0.8%
CIP
59
Convergence Investment Partners
Florida
$570K +$604K +48,491 New
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$524K
Swiss National Bank
61
Swiss National Bank
Switzerland
$506K
U
62
UBS
Switzerland
$505K +$448K +35,975 +513%
GAM
63
Gotham Asset Management
New York
$499K -$1.21M -97,385 -70%
SCM
64
Sterling Capital Management
North Carolina
$478K
Susquehanna International Group
65
Susquehanna International Group
Pennsylvania
$471K +$499K +40,082 New
CS
66
Credit Suisse
Switzerland
$457K -$229K -18,426 -32%
MLICM
67
Metropolitan Life Insurance Company (MetLife)
New York
$431K
AQR Capital Management
68
AQR Capital Management
Connecticut
$429K
VRS
69
Virginia Retirement Systems
Virginia
$399K -$3.19K -256 -0.7%
FCI
70
Financial Counselors Inc
Kansas
$380K +$1.59K +128 +0.4%
FQ
71
First Quadrant
California
$376K +$6.38K +512 +2%
MC
72
Menta Capital
California
$376K +$132K +10,632 +50%
VOYA Investment Management
73
VOYA Investment Management
Georgia
$341K
AIG
74
American International Group
New York
$338K -$274 -22 -0.1%
First Trust Advisors
75
First Trust Advisors
Illinois
$331K -$660K -52,981 -65%

KBAL Hedge Fund Activity: Q3 2014 in Review

115 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Kimball International (KBAL) for Q3 2014, worth a combined $291M — down 11% from $328M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of KBAL and 9 opened new positions — a net loss of 2 holders — while 42 trimmed existing stakes and 36 added.

The largest buyer was Teton Advisors, adding an estimated $2.35M. The largest seller was BlackRock Institutional Trust, cutting an estimated $4.18M.

  • 115 institutional investors held Kimball International (KBAL) as of Q3 2014, down from 117 in Q2 2014.
  • Funds reported $291M of Kimball International stock for Q3 2014, down 11% quarter-over-quarter.
  • 9 funds opened new Kimball International positions in Q3 2014 and 11 closed out, a net change of -2 holders.
  • The largest Kimball International buyer in Q3 2014 was Teton Advisors, an estimated $2.35M added.
  • The largest Kimball International seller in Q3 2014 was BlackRock Institutional Trust, an estimated $4.18M sold.

Based on aggregated 13F filings for Q3 2014.