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KBAL

Kimball International

Delisted

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

117 hedge funds and large institutions have $328M invested in Kimball International in 2014 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 46 increasing their positions, 41 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

12% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 41

3% more funds holding

Funds holding: 114117 (+3)

7% less capital invested

Capital invested by funds: $352M → $328M (-$23.4M)

Holders
117
Holders Change
+3
Holders Change %
+2.63%
% of All Funds
3.36%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
46
Reduced
41
Closed
7
Calls
$3K
Puts
Net Calls
+$3K
Net Calls Change
-$4K
Name Holding Trade Value Shares
Change
Change in
Stake
TAM
101
Tocqueville Asset Management
New York
$77K +$16.9K +1,282 +28%
AC
102
Alexandria Capital
Virginia
$65K
SGAM
103
Smith Group Asset Management
Texas
$58K
VFA
104
Virtus Fund Advisers
Connecticut
$49K +$49.3K +3,751 New
Creative Planning
105
Creative Planning
Kansas
$47K
MOACM
106
Mutual of America Capital Management
New York
$45K
Citigroup
107
Citigroup
New York
$42K -$203K -15,457 -83%
Ohio Public Employees Retirement System (OPERS)
108
Ohio Public Employees Retirement System (OPERS)
Ohio
$38K +$38.7K +2,942 New
Barclays
109
Barclays
United Kingdom
$21K -$776 -59 -3%
Teacher Retirement System of Texas
110
Teacher Retirement System of Texas
Texas
$18K
BlackRock
111
BlackRock
New York
$14K -$1.31K -100 -8%
GSC
112
Ground Swell Capital
South Carolina
$7K +$6.79K +516 New
TRCT
113
Tower Research Capital (TRC)
New York
$5K -$12K -911 -70%
TWA
114
TCI Wealth Advisors
Arizona
$5K
PNC Financial Services Group
115
PNC Financial Services Group
Pennsylvania
$2K
PMAM
116
Picton Mahoney Asset Management
Ontario, Canada
$135 +$136K +10,376 New
FMWA
117
Forvis Mazars Wealth Advisors
Missouri
-$2.56M -180,858 Closed
CBOA
118
Commonwealth Bank of Australia
Australia
-$1.67M -118,387 Closed
SIM
119
Spark Investment Management
New York
-$370K -26,261 Closed
SKK
120
Shepherd Kaplan Krochuk
Massachusetts
-$339K -24,001 Closed
EMG
121
Ellington Management Group
Connecticut
-$268K -18,959 Closed
DC
122
Deere & Company
Illinois
-$204K -14,411 Closed
Bank of America
123
Bank of America
North Carolina
-$20.2K -1,537 -100%
CA
124
CapWealth Advisors
Tennessee
-$3K -199 Closed

KBAL Hedge Fund Activity: Q2 2014 in Review

117 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Kimball International (KBAL) for Q2 2014, worth a combined $328M — down 6.7% from $352M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new KBAL positions and 7 closed out — a net gain of 3 holders — while 46 added to existing stakes and 41 trimmed.

The largest buyer was Teton Advisors, adding an estimated $2.13M. The largest seller was Forvis Mazars Wealth Advisors, exiting entirely with an estimated $2.56M sold.

  • 117 institutional investors held Kimball International (KBAL) as of Q2 2014, up from 114 in Q1 2014.
  • Funds reported $328M of Kimball International stock for Q2 2014, down 6.7% quarter-over-quarter.
  • 10 funds opened new Kimball International positions in Q2 2014 and 7 closed out, a net change of +3 holders.
  • The largest Kimball International buyer in Q2 2014 was Teton Advisors, an estimated $2.13M added.
  • The largest Kimball International seller in Q2 2014 was Forvis Mazars Wealth Advisors, an estimated $2.56M sold.

Based on aggregated 13F filings for Q2 2014.