Kimball International
KBAL
KBAL was delisted on the 31st of May, 2023.
98 hedge funds and large institutions have $251M invested in Kimball International in 2016 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 46 increasing their positions, 22 reducing their positions, and 14 closing their positions.
109% more repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 22
13% more capital invested
Capital invested by funds: $222M → $251M (+$28.9M)
7% less funds holding
Funds holding: 105 → 98 (-7)
43% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
Royce & Associates
New York
|
+$5.53M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$4.52M |
| 3 |
Renaissance Technologies
New York
|
+$2.39M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$1.67M |
| 5 |
AA
Ancora Advisors
Cleveland,
Ohio
|
+$1.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FMWA
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
-$6.76M |
| 2 |
NC
Northpointe Capital
Bloomfield Hills,
Michigan
|
-$4.21M |
| 3 |
EA
Emerald Acquisition
Seattle,
Washington
|
-$1.9M |
| 4 |
DSC
Donald Smith & Co
New York
|
-$1.5M |
| 5 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
-$1.49M |
KBAL Hedge Fund Activity: Q3 2016 in Review
98 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Kimball International (KBAL) for Q3 2016, worth a combined $251M — up 13% from $222M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of KBAL and 8 opened new positions — a net loss of 6 holders — while 22 trimmed existing stakes and 46 added.
The largest buyer was Royce & Associates, adding an estimated $5.53M. The largest seller was Forvis Mazars Wealth Advisors, exiting entirely with an estimated $6.76M sold.
- 98 institutional investors held Kimball International (KBAL) as of Q3 2016, down from 105 in Q2 2016.
- Funds reported $251M of Kimball International stock for Q3 2016, up 13% quarter-over-quarter.
- 8 funds opened new Kimball International positions in Q3 2016 and 14 closed out, a net change of -6 holders.
- The largest Kimball International buyer in Q3 2016 was Royce & Associates, an estimated $5.53M added.
- The largest Kimball International seller in Q3 2016 was Forvis Mazars Wealth Advisors, an estimated $6.76M sold.
Based on aggregated 13F filings for Q3 2016.