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KBAL

Kimball International
KBAL

Delisted

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

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103 hedge funds and large institutions have $205M invested in Kimball International in 2013 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 35 increasing their positions, 34 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

14% more capital invested

Capital invested by funds: $180M → $205M (+$25.1M)

4% more funds holding

Funds holding: 99 → 103 (+4)

3% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 34

Holders
103
Holders Change
+4
Holders Change %
+4.04%
% of All Funds
3.34%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
35
Reduced
34
Closed
5
Calls
$2K
Puts
–
Net Calls
+$2K
Net Calls Change
+$2K

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$2.76M
2
NFA
Nationwide Fund Advisors
Ohio
+$2.73M
3
FMWA
Forvis Mazars Wealth Advisors
Missouri
+$1.51M
4
BFA
BlackRock Fund Advisors
California
+$1.04M
5
U
UBS
Switzerland
+$837K

Top Sellers

Rank Fund Capital Flow
1
OSAM
O'Shaughnessy Asset Management
Connecticut
-$4.97M
2
MA
MUFG Americas
New York
-$1.43M
3
Morgan Stanley
Morgan Stanley
New York
-$844K
4
Citadel Advisors
Citadel Advisors
Florida
-$757K
5
Invesco
Invesco
Georgia
-$757K
Name Holding Trade Value Shares
Change 		Change in
Stake
ARTA
76
A.R.T. Advisors
New York
$181K -$158K -18,725 -47%
T. Rowe Price Associates
77
T. Rowe Price Associates
Maryland
$177K – – –
Citigroup
78
Citigroup
New York
$155K -$80.1K -9,465 -35%
Principal Financial Group
79
Principal Financial Group
Iowa
$153K -$9.58K -1,132 -6%
HCM
80
Highbridge Capital Management
New York
$139K -$182K -21,490 -57%
Schroder Investment Management Group
81
Schroder Investment Management Group
United Kingdom
$124K -$605K -71,480 -83%
Asset Management One
82
Asset Management One
Japan
$123K – – –
N
83
Natixis
France
$118K +$115K +13,579 New
FQ
84
First Quadrant
California
$110K – – –
Bank of Montreal
85
Bank of Montreal
Ontario, Canada
$102K +$99.3K +11,736 +14,489%
Federated Hermes
86
Federated Hermes
Pennsylvania
$96K +$6.66K +787 +8%
PCM
87
Prelude Capital Management
New York
$93K +$91K +10,749 New
BG
88
BlackRock Group
United Kingdom
$65K +$63.6K +7,517 New
TRCT
89
Tower Research Capital (TRC)
New York
$58K +$41.7K +4,928 +289%
Bank of America
90
Bank of America
North Carolina
$55K -$628K -74,164 -92%
Barclays
91
Barclays
United Kingdom
$48K -$16.3K -1,921 -26%
AC
92
Alexandria Capital
Virginia
$43K – – –
Teacher Retirement System of Texas
93
Teacher Retirement System of Texas
Texas
$41K +$19K +2,248 +91%
SGAM
94
Smith Group Asset Management
Texas
$37K +$10.4K +1,231 +40%
Allianz Asset Management
95
Allianz Asset Management
Germany
$35K +$33.8K +3,993 New
PNC Financial Services Group
96
PNC Financial Services Group
Pennsylvania
$16K – – –
Creative Planning
97
Creative Planning
Kansas
$11K – – –
BlackRock
98
BlackRock
New York
$10K – – –
CEMP
99
Compass Efficient Model Portfolios
Tennessee
$7K – – –
TWA
100
TCI Wealth Advisors
Arizona
$3K +$3.04K +359 New
1 2 3
4
5

KBAL Hedge Fund Activity: Q3 2013 in Review

103 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Kimball International (KBAL) for Q3 2013, worth a combined $205M — up 14% from $180M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new KBAL positions and 5 closed out — a net gain of 4 holders — while 35 added to existing stakes and 34 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $2.76M. The largest seller was O'Shaughnessy Asset Management, cutting an estimated $4.97M.

  • 103 institutional investors held Kimball International (KBAL) as of Q3 2013, up from 99 in Q2 2013.
  • Funds reported $205M of Kimball International stock for Q3 2013, up 14% quarter-over-quarter.
  • 9 funds opened new Kimball International positions in Q3 2013 and 5 closed out, a net change of +4 holders.
  • The largest Kimball International buyer in Q3 2013 was JP Morgan Chase, an estimated $2.76M added.
  • The largest Kimball International seller in Q3 2013 was O'Shaughnessy Asset Management, an estimated $4.97M sold.

Based on aggregated 13F filings for Q3 2013.