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KBAL

Kimball International
KBAL

Delisted

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

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102 hedge funds and large institutions have $198M invested in Kimball International in 2015 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 34 increasing their positions, 40 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more capital invested

Capital invested by funds: $172M → $198M (+$25.8M)

10% less funds holding

Funds holding: 113 → 102 (-11)

15% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 40

61% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 18

Holders
102
Holders Change
-11
Holders Change %
-9.73%
% of All Funds
2.72%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
34
Reduced
40
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AAM
ACK Asset Management
Connecticut
+$4.03M
2
SFM
Systematic Financial Management
New Jersey
+$2.52M
3
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$1.68M
4
PAIM
Punch & Associates Investment Management
Minnesota
+$1.18M
5
TA
Teton Advisors
New York
+$1.14M

Top Sellers

Rank Fund Capital Flow
1
DSC
Donald Smith & Co
New York
-$3.99M
2
Morgan Stanley
Morgan Stanley
New York
-$2.02M
3
Wells Fargo
Wells Fargo
California
-$1.04M
4
RA
Royce & Associates
New York
-$1.02M
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$958K
Name Holding Trade Value Shares
Change 		Change in
Stake
AQR Capital Management
76
AQR Capital Management
Connecticut
$160K -$98.1K -10,350 -40%
First Trust Advisors
77
First Trust Advisors
Illinois
$158K -$53.2K -5,610 -27%
US Bancorp
78
US Bancorp
Minnesota
$138K – – –
UBS AM
79
UBS AM
Illinois
$136K – – –
Asset Management One
80
Asset Management One
Japan
$116K – – –
Jacobs Levy Equity Management
81
Jacobs Levy Equity Management
New Jersey
$115K -$958K -101,118 -90%
Citigroup
82
Citigroup
New York
$112K -$77.1K -8,131 -43%
Federated Hermes
83
Federated Hermes
Pennsylvania
$107K -$313 -33 -0.3%
PMAM
84
Picton Mahoney Asset Management
Ontario, Canada
$106K +$27.5K +2,900 +40%
Ohio Public Employees Retirement System (OPERS)
85
Ohio Public Employees Retirement System (OPERS)
Ohio
$98K +$27.8K +2,936 +46%
PCM
86
Prelude Capital Management
New York
$93K -$5.69K -600 -6%
Legal & General Group
87
Legal & General Group
United Kingdom
$55K – – –
Norges Bank
88
Norges Bank
Norway
$45K – – –
AC
89
Alexandria Capital
Virginia
$41K – – –
Bank of Montreal
90
Bank of Montreal
Ontario, Canada
$35K +$1.42K +150 +5%
CPIG
91
Chicago Partners Investment Group
Illinois
$23K +$3.11K +328 +15%
TRCT
92
Tower Research Capital (TRC)
New York
$20K -$15.3K -1,614 -45%
Wells Fargo
93
Wells Fargo
California
$19K -$1.04M -109,853 -98%
Barclays
94
Barclays
United Kingdom
$11K -$47.3K -4,993 -83%
UBS Group
95
UBS Group
Switzerland
$10K -$195K -20,589 -95%
IWMPD
96
Integrated Wealth Management (Palm Desert)
California
$10K +$9.64K +1,017 New
BlackRock
97
BlackRock
New York
$9K – – –
Teacher Retirement System of Texas
98
Teacher Retirement System of Texas
Texas
$9K +$407 +43 +5%
BNP Paribas Financial Markets
99
BNP Paribas Financial Markets
France
$8.52K +$7.7K +813 New
Creative Planning
100
Creative Planning
Kansas
$8K – – –
1 2 3
4
5

KBAL Hedge Fund Activity: Q1 2015 in Review

102 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Kimball International (KBAL) for Q1 2015, worth a combined $198M — up 15% from $172M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of KBAL and 7 opened new positions — a net loss of 11 holders — while 40 trimmed existing stakes and 34 added.

The largest buyer was ACK Asset Management, opening a new position worth an estimated $4.03M. The largest seller was Donald Smith & Co, cutting an estimated $3.99M.

  • 102 institutional investors held Kimball International (KBAL) as of Q1 2015, down from 113 in Q4 2014.
  • Funds reported $198M of Kimball International stock for Q1 2015, up 15% quarter-over-quarter.
  • 7 funds opened new Kimball International positions in Q1 2015 and 18 closed out, a net change of -11 holders.
  • The largest Kimball International buyer in Q1 2015 was ACK Asset Management, an estimated $4.03M added.
  • The largest Kimball International seller in Q1 2015 was Donald Smith & Co, an estimated $3.99M sold.

Based on aggregated 13F filings for Q1 2015.