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KBAL

Kimball International

Delisted

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

115 hedge funds and large institutions have $308M invested in Kimball International in 2021 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 44 increasing their positions, 43 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 43

7% less capital invested

Capital invested by funds: $331M → $308M (-$23M)

10% less funds holding

Funds holding: 128115 (-13)

59% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 22

75% less call options, than puts

Call options by funds: $505K | Put options by funds: $1.99M

Holders
115
Holders Change
-13
Holders Change %
-10.16%
% of All Funds
2%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
44
Reduced
43
Closed
22
Calls
$505K
Puts
$1.99M
Net Calls
-$1.48M
Net Calls Change
-$1.21M
Name Holding Trade Value Shares
Change
Change in
Stake
PPA
51
Parametric Portfolio Associates
Washington
$717K +$294K +21,545 +65%
Susquehanna International Group
52
Susquehanna International Group
Pennsylvania
$715K -$137K -10,046 -16%
D.E. Shaw & Co
53
D.E. Shaw & Co
New York
$689K -$835K -61,283 -54%
California State Teachers Retirement System (CalSTRS)
54
California State Teachers Retirement System (CalSTRS)
California
$653K -$57.9K -4,249 -8%
T. Rowe Price Associates
55
T. Rowe Price Associates
Maryland
$600K +$12.4K +912 +2%
Stifel Financial
56
Stifel Financial
Missouri
$596K
Ohio Public Employees Retirement System (OPERS)
57
Ohio Public Employees Retirement System (OPERS)
Ohio
$591K
Fidelity Investments
58
Fidelity Investments
Massachusetts
$584K +$64K +4,700 +12%
AA
59
Ancora Advisors
Ohio
$561K -$565K -41,440 -49%
FMWA
60
Forvis Mazars Wealth Advisors
Missouri
$554K +$8.37K +614 +1%
GCP
61
GSA Capital Partners
United Kingdom
$511K +$529K +38,828 New
Principal Financial Group
62
Principal Financial Group
Iowa
$492K +$305K +22,417 +150%
State Board of Administration of Florida Retirement System
63
State Board of Administration of Florida Retirement System
Florida
$491K +$62.8K +4,607 +14%
Barclays
64
Barclays
United Kingdom
$483K -$385K -28,238 -43%
UA
65
Unison Advisors
District of Columbia
$477K +$3.12K +229 +0.6%
New York State Common Retirement Fund
66
New York State Common Retirement Fund
New York
$422K +$3.99K +293 +0.9%
Tudor Investment Corp
67
Tudor Investment Corp
Connecticut
$413K -$6.46K -474 -1%
Deutsche Bank
68
Deutsche Bank
Germany
$392K -$238K -17,459 -37%
SFI
69
Susquehanna Fundamental Investments
Pennsylvania
$391K -$160K -11,718 -28%
MFIM
70
Mesirow Financial Investment Management
Illinois
$341K +$1.59K +117 +0.5%
CS
71
Credit Suisse
Switzerland
$335K -$256K -18,766 -42%
HF
72
HRT Financial
New York
$324K +$82K +6,016 +32%
UBS Group
73
UBS Group
Switzerland
$320K -$3.68M -269,962 -92%
WG
74
Winton Group
United Kingdom
$319K +$23.6K +1,729 +8%
Manulife (Manufacturers Life Insurance)
75
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$310K +$13.7K +1,003 +4%

KBAL Hedge Fund Activity: Q2 2021 in Review

115 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Kimball International (KBAL) for Q2 2021, worth a combined $308M — down 7% from $331M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of KBAL and 9 opened new positions — a net loss of 13 holders — while 43 trimmed existing stakes and 44 added.

The largest buyer was DePrince Race & Zollo Inc (DRZ), adding an estimated $7.86M. The largest seller was Punch & Associates Investment Management, exiting entirely with an estimated $5.73M sold.

  • 115 institutional investors held Kimball International (KBAL) as of Q2 2021, down from 128 in Q1 2021.
  • Funds reported $308M of Kimball International stock for Q2 2021, down 7% quarter-over-quarter.
  • 9 funds opened new Kimball International positions in Q2 2021 and 22 closed out, a net change of -13 holders.
  • The largest Kimball International buyer in Q2 2021 was DePrince Race & Zollo Inc (DRZ), an estimated $7.86M added.
  • The largest Kimball International seller in Q2 2021 was Punch & Associates Investment Management, an estimated $5.73M sold.

Based on aggregated 13F filings for Q2 2021.