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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
SG Americas Securities
76
SG Americas Securities
New York
$262K +$287K +23,380 New
ECM
77
ExodusPoint Capital Management
New York
$254K +$279K +22,679 New
PHS
78
Pekin Hardy Strauss
Illinois
$252K +$276K +22,465 New
SGI
79
Summit Global Investments
Utah
$245K +$35.6K +2,900 +15%
SEI Investments
80
SEI Investments
Pennsylvania
$233K
WG
81
Winton Group
United Kingdom
$225K -$52K -4,231 -17%
Squarepoint
82
Squarepoint
New York
$224K -$6.12K -498 -2%
AIG
83
American International Group
New York
$221K -$5.77K -470 -2%
OQS
84
Occudo Quantitative Strategies
Florida
$218K +$239K +19,479 New
Tudor Investment Corp
85
Tudor Investment Corp
Connecticut
$187K -$181K -14,752 -47%
VOYA Investment Management
86
VOYA Investment Management
Georgia
$179K
Legal & General Group
87
Legal & General Group
United Kingdom
$166K +$89.1K +7,251 +96%
Public Employees Retirement Association of Colorado
88
Public Employees Retirement Association of Colorado
Colorado
$150K
AIM
89
Aigen Investment Management
New York
$132K -$28.4K -2,309 -16%
ONB
90
Old National Bancorp
Indiana
$125K
AllianceBernstein
91
AllianceBernstein
Tennessee
$122K -$16K -1,300 -11%
BNP Paribas Financial Markets
92
BNP Paribas Financial Markets
France
$112K +$62.1K +5,060 +102%
US Bancorp
93
US Bancorp
Minnesota
$111K
MLICM
94
Metropolitan Life Insurance Company (MetLife)
New York
$108K +$50.1K +4,083 +73%
IRC
95
Investors Research Corp
Georgia
$101K
Acadian Asset Management
96
Acadian Asset Management
Massachusetts
$97K
MIM
97
MetLife Investment Management
New Jersey
$75.2K -$85.8K -6,989 -51%
BFC
98
Bedel Financial Consulting
Indiana
$72K
SO
99
STRS Ohio
Ohio
$70K +$76.1K +6,200 +6,200%
Citigroup
100
Citigroup
New York
$55K +$22.2K +1,805 +58%

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.