Kimball International
KBAL
KBAL was delisted on the 31st of May, 2023.
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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$2.76M |
| 2 |
NFA
Nationwide Fund Advisors
Columbus,
Ohio
|
+$2.73M |
| 3 |
FMWA
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
+$1.51M |
| 4 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$1.04M |
| 5 |
U
UBS
Zurich,
Switzerland
|
+$837K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OSAM
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
-$4.97M |
| 2 |
MA
MUFG Americas
New York
|
-$1.43M |
| 3 |
Morgan Stanley
New York
|
-$844K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$757K |
| 5 |
Invesco
Atlanta,
Georgia
|
-$757K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CA
101
CapWealth Advisors
Franklin,
Tennessee
| $2K | – | – | – |
|
|
ITIM
102
Indiana Trust & Investment Management
Mishawaka,
Indiana
| $1K | +$542 | +64 | New |
|
103
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $279 | – | – | – |
|
|
MA
104
MUFG Americas
New York
| – | -$1.43M | -188,563 | Closed |
|
|
TAM
105
Tocqueville Asset Management
New York
| – | -$169K | -22,329 | Closed |
|
|
MC
106
Menta Capital
San Francisco,
California
| – | -$141K | -18,575 | Closed |
|
107
BNP Paribas Financial Markets
Paris,
France
| – | -$111K | -14,611 | Closed |
|
108
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$1K | -179 | Closed |
|
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.