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KBAL

Kimball International

Delisted

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

129 hedge funds and large institutions have $284M invested in Kimball International in 2020 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 43 increasing their positions, 45 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 16

2% more funds holding

Funds holding: 126129 (+3)

4% less capital invested

Capital invested by funds: $297M → $284M (-$13.2M)

4% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 45

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
129
Holders Change
+3
Holders Change %
+2.38%
% of All Funds
2.65%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
20
Increased
43
Reduced
45
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RhumbLine Advisers
51
RhumbLine Advisers
Massachusetts
$732K +$154K +13,504 +27%
NSIM
52
North Star Investment Management
Illinois
$731K +$140K +12,300 +24%
California State Teachers Retirement System (CalSTRS)
53
California State Teachers Retirement System (CalSTRS)
California
$623K
New York State Common Retirement Fund
54
New York State Common Retirement Fund
New York
$591K
Invesco
55
Invesco
Georgia
$577K -$11.4K -1,000 -2%
Stifel Financial
56
Stifel Financial
Missouri
$529K -$400 -35 -0.1%
SO
57
STRS Ohio
Ohio
$506K +$41.1K +3,600 +9%
WG
58
Winton Group
United Kingdom
$504K -$22K -1,928 -4%
Ameriprise
59
Ameriprise
Minnesota
$501K -$395K -34,593 -44%
T. Rowe Price Associates
60
T. Rowe Price Associates
Maryland
$484K +$85.1K +7,454 +22%
BPM
61
Bowling Portfolio Management
Ohio
$482K -$88.8K -7,773 -16%
CS
62
Credit Suisse
Switzerland
$442K +$56.5K +4,949 +15%
American Century Companies
63
American Century Companies
Missouri
$441K +$254K +22,242 +140%
Two Sigma Investments
64
Two Sigma Investments
New York
$413K +$408K +35,765 New
State Board of Administration of Florida Retirement System
65
State Board of Administration of Florida Retirement System
Florida
$406K -$32.7K -2,859 -8%
OSAM
66
O'Shaughnessy Asset Management
Connecticut
$390K -$303K -26,508 -44%
Barclays
67
Barclays
United Kingdom
$387K +$134K +11,739 +54%
Marshall Wace
68
Marshall Wace
United Kingdom
$351K +$347K +30,383 New
PPA
69
Parametric Portfolio Associates
Washington
$330K +$4.09K +358 +1%
EGM
70
Engineers Gate Manager
New York
$316K +$312K +27,319 New
PTC
71
Petrus Trust Company
Texas
$314K +$130K +11,426 +73%
MFIM
72
Mesirow Financial Investment Management
Illinois
$301K +$297K +26,015 New
UBS AM
73
UBS AM
Illinois
$298K -$43.4K -3,796 -13%
Morgan Stanley
74
Morgan Stanley
New York
$285K -$181K -15,813 -39%
Manulife (Manufacturers Life Insurance)
75
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$267K -$8.61K -754 -3%

KBAL Hedge Fund Activity: Q2 2020 in Review

129 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Kimball International (KBAL) for Q2 2020, worth a combined $284M — down 4.4% from $297M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new KBAL positions and 16 closed out — a net gain of 4 holders — while 43 added to existing stakes and 45 trimmed.

The largest buyer was Eaton Vance Management, opening a new position worth an estimated $4.19M. The largest seller was Wellington Management Group, exiting entirely with an estimated $6.56M sold.

  • 129 institutional investors held Kimball International (KBAL) as of Q2 2020, up from 126 in Q1 2020.
  • Funds reported $284M of Kimball International stock for Q2 2020, down 4.4% quarter-over-quarter.
  • 20 funds opened new Kimball International positions in Q2 2020 and 16 closed out, a net change of +4 holders.
  • The largest Kimball International buyer in Q2 2020 was Eaton Vance Management, an estimated $4.19M added.
  • The largest Kimball International seller in Q2 2020 was Wellington Management Group, an estimated $6.56M sold.

Based on aggregated 13F filings for Q2 2020.