We are live on ! Find out more
KBAL

Kimball International

Delisted

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

128 hedge funds and large institutions have $331M invested in Kimball International in 2021 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 44 increasing their positions, 44 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more capital invested

Capital invested by funds: $288M → $331M (+$43.5M)

0% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 44

6% less funds holding

Funds holding: 136128 (-8)

26% less call options, than puts

Call options by funds: $765K | Put options by funds: $1.04M

32% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 22

Holders
128
Holders Change
-8
Holders Change %
-5.88%
% of All Funds
2.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
44
Reduced
44
Closed
22
Calls
$765K
Puts
$1.04M
Net Calls
-$272K
Net Calls Change
+$103K
Name Holding Trade Value Shares
Change
Change in
Stake
Swiss National Bank
51
Swiss National Bank
Switzerland
$1.17M
GF
52
Gabelli Funds
New York
$1.16M
Millennium Management
53
Millennium Management
New York
$1.12M -$3.29M -253,180 -76%
California Public Employees Retirement System
54
California Public Employees Retirement System
California
$1.02M -$87.8K -6,765 -8%
Allianz Asset Management
55
Allianz Asset Management
Germany
$1.01M +$938K +72,242 New
American Century Companies
56
American Century Companies
Missouri
$967K +$191K +14,683 +27%
Barclays
57
Barclays
United Kingdom
$909K +$11.5K +885 +1%
Susquehanna International Group
58
Susquehanna International Group
Pennsylvania
$902K +$434K +33,429 +108%
UBS AM
59
UBS AM
Illinois
$778K
California State Teachers Retirement System (CalSTRS)
60
California State Teachers Retirement System (CalSTRS)
California
$754K
GC
61
Globeflex Capital
California
$727K
Deutsche Bank
62
Deutsche Bank
Germany
$661K -$330K -25,420 -35%
GPGA
63
Grandeur Peak Global Advisors
Utah
$651K +$329K +25,351 +120%
Stifel Financial
64
Stifel Financial
Missouri
$635K +$9.97K +768 +2%
Ohio Public Employees Retirement System (OPERS)
65
Ohio Public Employees Retirement System (OPERS)
Ohio
$629K +$104K +8,020 +22%
T. Rowe Price Associates
66
T. Rowe Price Associates
Maryland
$626K +$53.2K +4,098 +10%
CS
67
Credit Suisse
Switzerland
$621K -$110K -8,460 -16%
APP
68
Alpha Paradigm Partners
Illinois
$582K +$540K +41,572 New
FMWA
69
Forvis Mazars Wealth Advisors
Missouri
$581K
SFI
70
Susquehanna Fundamental Investments
Pennsylvania
$580K +$49.6K +3,817 +10%
Fidelity Investments
71
Fidelity Investments
Massachusetts
$556K +$509K +39,172 +7,419%
UA
72
Unison Advisors
District of Columbia
$504K
ETC
73
Exchange Traded Concepts
Oklahoma
$503K +$144K +11,122 +45%
PPA
74
Parametric Portfolio Associates
Washington
$462K +$53.9K +4,155 +14%
State Board of Administration of Florida Retirement System
75
State Board of Administration of Florida Retirement System
Florida
$458K -$30.5K -2,350 -7%

KBAL Hedge Fund Activity: Q1 2021 in Review

128 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Kimball International (KBAL) for Q1 2021, worth a combined $331M — up 15% from $288M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of KBAL and 15 opened new positions — a net loss of 7 holders — while 44 trimmed existing stakes and 44 added.

The largest buyer was J. Goldman & Co, opening a new position worth an estimated $5.95M. The largest seller was Scion Asset Management, exiting entirely with an estimated $5.97M sold.

  • 128 institutional investors held Kimball International (KBAL) as of Q1 2021, down from 136 in Q4 2020.
  • Funds reported $331M of Kimball International stock for Q1 2021, up 15% quarter-over-quarter.
  • 15 funds opened new Kimball International positions in Q1 2021 and 22 closed out, a net change of -7 holders.
  • The largest Kimball International buyer in Q1 2021 was J. Goldman & Co, an estimated $5.95M added.
  • The largest Kimball International seller in Q1 2021 was Scion Asset Management, an estimated $5.97M sold.

Based on aggregated 13F filings for Q1 2021.