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KBAL

Kimball International

Delisted

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

116 hedge funds and large institutions have $409M invested in Kimball International in 2018 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 38 increasing their positions, 47 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% less funds holding

Funds holding: 123116 (-7)

7% less capital invested

Capital invested by funds: $438M → $409M (-$29.2M)

19% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 47

35% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 17

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $298K

Holders
116
Holders Change
-7
Holders Change %
-5.69%
% of All Funds
2.66%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
38
Reduced
47
Closed
17
Calls
Puts
$298K
Net Calls
-$298K
Net Calls Change
+$365K
Name Holding Trade Value Shares
Change
Change in
Stake
PPA
51
Parametric Portfolio Associates
Washington
$935K +$15.5K +875 +2%
Citadel Advisors
52
Citadel Advisors
Florida
$896K +$470K +26,562 +102%
CPIG
53
Chicago Partners Investment Group
Illinois
$855K
Invesco
54
Invesco
Georgia
$797K +$24.3K +1,374 +3%
SO
55
STRS Ohio
Ohio
$780K +$53K +3,000 +7%
Ameriprise
56
Ameriprise
Minnesota
$776K +$8.17K +462 +1%
Los Angeles Capital Management
57
Los Angeles Capital Management
California
$682K +$4.86K +275 +0.7%
DZ Bank
58
DZ Bank
Germany
$676K -$189K -10,677 -21%
Arrowstreet Capital
59
Arrowstreet Capital
Massachusetts
$662K -$3.63M -205,395 -84%
First Trust Advisors
60
First Trust Advisors
Illinois
$613K +$45K +2,547 +8%
RhumbLine Advisers
61
RhumbLine Advisers
Massachusetts
$604K -$19.4K -1,100 -3%
State Board of Administration of Florida Retirement System
62
State Board of Administration of Florida Retirement System
Florida
$598K
Millennium Management
63
Millennium Management
New York
$583K -$411K -23,221 -40%
CEP
64
Chicago Equity Partners
Illinois
$557K -$298K -16,830 -34%
VFA
65
Valeo Financial Advisors
Indiana
$546K -$56.7K -3,207 -9%
Ohio Public Employees Retirement System (OPERS)
66
Ohio Public Employees Retirement System (OPERS)
Ohio
$509K +$50.6K +2,864 +11%
Manulife (Manufacturers Life Insurance)
67
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$478K -$11.1K -627 -2%
T. Rowe Price Associates
68
T. Rowe Price Associates
Maryland
$463K +$1.25K +71 +0.3%
RJA
69
Raymond James & Associates
Florida
$428K +$444K +25,107 New
AG
70
Aperio Group
California
$404K -$18.1K -1,026 -4%
AIG
71
American International Group
New York
$397K -$22.2K -1,254 -5%
CAM
72
ClariVest Asset Management
California
$395K -$31K -1,755 -7%
MC
73
Menta Capital
California
$388K -$245K -13,876 -38%
JIR
74
James Investment Research
Ohio
$369K -$1.09M -61,900 -74%
Man Group
75
Man Group
United Kingdom
$361K +$375K +21,213 New

KBAL Hedge Fund Activity: Q1 2018 in Review

116 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Kimball International (KBAL) for Q1 2018, worth a combined $409M — down 6.7% from $438M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of KBAL and 11 opened new positions — a net loss of 6 holders — while 47 trimmed existing stakes and 38 added.

The largest buyer was Forvis Mazars Wealth Advisors, adding an estimated $7.58M. The largest seller was Acadian Asset Management, cutting an estimated $3.9M.

  • 116 institutional investors held Kimball International (KBAL) as of Q1 2018, down from 123 in Q4 2017.
  • Funds reported $409M of Kimball International stock for Q1 2018, down 6.7% quarter-over-quarter.
  • 11 funds opened new Kimball International positions in Q1 2018 and 17 closed out, a net change of -6 holders.
  • The largest Kimball International buyer in Q1 2018 was Forvis Mazars Wealth Advisors, an estimated $7.58M added.
  • The largest Kimball International seller in Q1 2018 was Acadian Asset Management, an estimated $3.9M sold.

Based on aggregated 13F filings for Q1 2018.