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KBAL

Kimball International
KBAL

Delisted

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

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136 hedge funds and large institutions have $288M invested in Kimball International in 2020 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 50 increasing their positions, 37 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 37

13% more capital invested

Capital invested by funds: $254M → $288M (+$33.8M)

8% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 24

1% less funds holding

Funds holding: 138 → 136 (-2)

72% less call options, than puts

Call options by funds: $149K | Put options by funds: $524K

Holders
136
Holders Change
-2
Holders Change %
-1.45%
% of All Funds
2.41%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
50
Reduced
37
Closed
24
Calls
$149K
Puts
$524K
Net Calls
-$375K
Net Calls Change
-$275K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$15M
2
Morgan Stanley
Morgan Stanley
New York
+$6.9M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$4.03M
4
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$3.3M
5
Millennium Management
Millennium Management
New York
+$2.91M

Top Sellers

Rank Fund Capital Flow
1
RA
Royce & Associates
New York
-$17.8M
2
WA
Wasatch Advisors
Utah
-$6.43M
3
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$5.95M
4
JP Morgan Chase
JP Morgan Chase
New York
-$2.81M
5
WC
Walthausen & Co
New York
-$1.96M
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS AM
51
UBS AM
Illinois
$664K – – –
American Century Companies
52
American Century Companies
Missouri
$650K +$84K +7,381 +16%
California State Teachers Retirement System (CalSTRS)
53
California State Teachers Retirement System (CalSTRS)
California
$644K – – –
Invesco
54
Invesco
Georgia
$641K +$55.8K +4,905 +10%
CS
55
Credit Suisse
Switzerland
$629K +$170K +14,916 +39%
EGM
56
Engineers Gate Manager
New York
$626K +$203K +17,861 +52%
GC
57
Globeflex Capital
California
$620K – – –
Squarepoint
58
Squarepoint
New York
$599K +$18K +1,580 +3%
Stifel Financial
59
Stifel Financial
Missouri
$532K -$13.8K -1,213 -3%
FMWA
60
Forvis Mazars Wealth Advisors
Missouri
$496K +$312K +27,438 +195%
T. Rowe Price Associates
61
T. Rowe Price Associates
Maryland
$485K -$14.9K -1,308 -3%
QC
62
Quadrature Capital
United Kingdom
$481K +$458K +40,236 New
SFI
63
Susquehanna Fundamental Investments
Pennsylvania
$450K +$72K +6,327 +20%
Ohio Public Employees Retirement System (OPERS)
64
Ohio Public Employees Retirement System (OPERS)
Ohio
$441K +$175K +15,400 +72%
ZCM
65
Zebra Capital Management
Connecticut
$439K -$29.8K -2,622 -7%
UA
66
Unison Advisors
District of Columbia
$430K +$407K +35,778 New
MIM
67
MTM Investment Management
South Carolina
$420K +$400K +35,182 New
State Board of Administration of Florida Retirement System
68
State Board of Administration of Florida Retirement System
Florida
$419K – – –
New York State Common Retirement Fund
69
New York State Common Retirement Fund
New York
$380K – – –
AIM
70
Aigen Investment Management
New York
$371K +$64K +5,625 +22%
Susquehanna International Group
71
Susquehanna International Group
Pennsylvania
$370K +$352K +30,971 New
RJA
72
Raymond James & Associates
Florida
$348K -$47.6K -4,180 -13%
PPA
73
Parametric Portfolio Associates
Washington
$345K -$8.76K -770 -3%
Walleye Trading
74
Walleye Trading
New York
$341K +$325K +28,541 New
CSS
75
Cubist Systematic Strategies
Connecticut
$332K +$165K +14,499 +109%
1 2
3
4 5

KBAL Hedge Fund Activity: Q4 2020 in Review

136 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Kimball International (KBAL) for Q4 2020, worth a combined $288M — up 13% from $254M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of KBAL and 22 opened new positions — a net loss of 2 holders — while 37 trimmed existing stakes and 50 added.

The largest buyer was BlackRock, adding an estimated $15M. The largest seller was Royce & Associates, cutting an estimated $17.8M.

  • 136 institutional investors held Kimball International (KBAL) as of Q4 2020, down from 138 in Q3 2020.
  • Funds reported $288M of Kimball International stock for Q4 2020, up 13% quarter-over-quarter.
  • 22 funds opened new Kimball International positions in Q4 2020 and 24 closed out, a net change of -2 holders.
  • The largest Kimball International buyer in Q4 2020 was BlackRock, an estimated $15M added.
  • The largest Kimball International seller in Q4 2020 was Royce & Associates, an estimated $17.8M sold.

Based on aggregated 13F filings for Q4 2020.