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KBAL

Kimball International

Delisted

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

130 hedge funds and large institutions have $478M invested in Kimball International in 2019 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 57 increasing their positions, 42 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

36% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 42

13% more capital invested

Capital invested by funds: $424M → $478M (+$54.1M)

3% more funds holding

Funds holding: 126130 (+4)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
130
Holders Change
+4
Holders Change %
+3.17%
% of All Funds
2.85%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
57
Reduced
42
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
51
Ameriprise
Minnesota
$1.3M +$57.9K +3,243 +5%
MCM
52
Matarin Capital Management
New York
$1.17M +$1.08M +60,493 New
BPM
53
Bowling Portfolio Management
Ohio
$1.15M +$863K +48,308 +421%
Wells Fargo
54
Wells Fargo
California
$1.13M +$31.1K +1,743 +3%
California State Teachers Retirement System (CalSTRS)
55
California State Teachers Retirement System (CalSTRS)
California
$1.07M +$13.8K +774 +1%
Invesco
56
Invesco
Georgia
$1.07M -$16.5K -926 -2%
MERSOM
57
Municipal Employees' Retirement System of Michigan
Michigan
$996K
New York State Common Retirement Fund
58
New York State Common Retirement Fund
New York
$993K +$219K +12,241 +31%
RhumbLine Advisers
59
RhumbLine Advisers
Massachusetts
$951K +$6.98K +391 +0.8%
NSIM
60
North Star Investment Management
Illinois
$915K -$9.82K -550 -1%
WG
61
Winton Group
United Kingdom
$902K +$328K +18,363 +65%
Stifel Financial
62
Stifel Financial
Missouri
$898K +$964 +54 +0.1%
DCM
63
Dupont Capital Management
Delaware
$891K +$302K +16,901 +58%
Los Angeles Capital Management
64
Los Angeles Capital Management
California
$829K +$28.6K +1,600 +4%
CS
65
Credit Suisse
Switzerland
$816K +$62.1K +3,478 +9%
Two Sigma Investments
66
Two Sigma Investments
New York
$767K -$199K -11,146 -22%
BCM
67
Bridgeway Capital Management
Texas
$737K -$69.6K -3,900 -9%
State Board of Administration of Florida Retirement System
68
State Board of Administration of Florida Retirement System
Florida
$732K
PPA
69
Parametric Portfolio Associates
Washington
$705K -$51.6K -2,892 -7%
Barclays
70
Barclays
United Kingdom
$698K -$80.2K -4,493 -11%
SO
71
STRS Ohio
Ohio
$694K -$91.1K -5,100 -12%
Prudential Financial
72
Prudential Financial
New Jersey
$684K -$225K -12,573 -26%
AG
73
Aperio Group
California
$662K +$203K +11,353 +49%
OSAM
74
O'Shaughnessy Asset Management
Connecticut
$578K +$482K +26,988 +913%
GWI
75
Grace & White Inc
New York
$577K

KBAL Hedge Fund Activity: Q3 2019 in Review

130 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Kimball International (KBAL) for Q3 2019, worth a combined $478M — up 13% from $424M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new KBAL positions and 6 closed out — a net gain of 5 holders — while 57 added to existing stakes and 42 trimmed.

The largest buyer was Russell Investments Group, adding an estimated $3.43M. The largest seller was Morgan Stanley, cutting an estimated $5.88M.

  • 130 institutional investors held Kimball International (KBAL) as of Q3 2019, up from 126 in Q2 2019.
  • Funds reported $478M of Kimball International stock for Q3 2019, up 13% quarter-over-quarter.
  • 11 funds opened new Kimball International positions in Q3 2019 and 6 closed out, a net change of +5 holders.
  • The largest Kimball International buyer in Q3 2019 was Russell Investments Group, an estimated $3.43M added.
  • The largest Kimball International seller in Q3 2019 was Morgan Stanley, an estimated $5.88M sold.

Based on aggregated 13F filings for Q3 2019.