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KBAL

Kimball International

Delisted

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

117 hedge funds and large institutions have $264M invested in Kimball International in 2021 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 36 increasing their positions, 44 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

2% more funds holding

Funds holding: 115117 (+2)

14% less capital invested

Capital invested by funds: $308M → $264M (-$43.6M)

18% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 44

67% less call options, than puts

Call options by funds: $220K | Put options by funds: $669K

Holders
117
Holders Change
+2
Holders Change %
+1.74%
% of All Funds
2.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
36
Reduced
44
Closed
9
Calls
$220K
Puts
$669K
Net Calls
-$449K
Net Calls Change
+$1.03M
Name Holding Trade Value Shares
Change
Change in
Stake
RhumbLine Advisers
51
RhumbLine Advisers
Massachusetts
$617K -$441K -35,920 -39%
First Trust Advisors
52
First Trust Advisors
Illinois
$584K -$502K -40,881 -44%
Two Sigma Investments
53
Two Sigma Investments
New York
$578K -$205K -16,706 -24%
State Board of Administration of Florida Retirement System
54
State Board of Administration of Florida Retirement System
Florida
$570K +$166K +13,543 +36%
California State Teachers Retirement System (CalSTRS)
55
California State Teachers Retirement System (CalSTRS)
California
$553K -$2.58K -210 -0.4%
PPA
56
Parametric Portfolio Associates
Washington
$533K -$85.5K -6,965 -13%
Barclays
57
Barclays
United Kingdom
$515K +$115K +9,338 +25%
T. Rowe Price Associates
58
T. Rowe Price Associates
Maryland
$510K -$1.23K -100 -0.2%
Stifel Financial
59
Stifel Financial
Missouri
$508K
Fidelity Investments
60
Fidelity Investments
Massachusetts
$497K
Ohio Public Employees Retirement System (OPERS)
61
Ohio Public Employees Retirement System (OPERS)
Ohio
$468K -$38.8K -3,161 -7%
FMWA
62
Forvis Mazars Wealth Advisors
Missouri
$464K -$7.54K -614 -1%
ST
63
Sphinx Trading
Illinois
$448K +$491K +40,000 New
AA
64
Ancora Advisors
Ohio
$445K -$36.5K -2,973 -7%
HF
65
HRT Financial
New York
$444K +$185K +15,049 +61%
Principal Financial Group
66
Principal Financial Group
Iowa
$416K -$3.4K -277 -0.7%
UA
67
Unison Advisors
District of Columbia
$409K +$3K +244 +0.7%
D.E. Shaw & Co
68
D.E. Shaw & Co
New York
$369K -$240K -19,520 -37%
Deutsche Bank
69
Deutsche Bank
Germany
$359K +$27.4K +2,227 +7%
CS
70
Credit Suisse
Switzerland
$311K +$27.6K +2,249 +9%
Jane Street
71
Jane Street
New York
$308K +$338K +27,510 New
EGM
72
Engineers Gate Manager
New York
$296K +$325K +26,446 New
MFIM
73
Mesirow Financial Investment Management
Illinois
$283K -$8.27K -673 -3%
New York State Common Retirement Fund
74
New York State Common Retirement Fund
New York
$270K -$97.9K -7,974 -25%
Manulife (Manufacturers Life Insurance)
75
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$262K -$2.16K -176 -0.7%

KBAL Hedge Fund Activity: Q3 2021 in Review

117 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Kimball International (KBAL) for Q3 2021, worth a combined $264M — down 14% from $308M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new KBAL positions and 9 closed out — a net gain of 2 holders — while 36 added to existing stakes and 44 trimmed.

The largest buyer was DePrince Race & Zollo Inc (DRZ), adding an estimated $2.27M. The largest seller was Victory Capital Management, cutting an estimated $3.64M.

  • 117 institutional investors held Kimball International (KBAL) as of Q3 2021, up from 115 in Q2 2021.
  • Funds reported $264M of Kimball International stock for Q3 2021, down 14% quarter-over-quarter.
  • 11 funds opened new Kimball International positions in Q3 2021 and 9 closed out, a net change of +2 holders.
  • The largest Kimball International buyer in Q3 2021 was DePrince Race & Zollo Inc (DRZ), an estimated $2.27M added.
  • The largest Kimball International seller in Q3 2021 was Victory Capital Management, an estimated $3.64M sold.

Based on aggregated 13F filings for Q3 2021.