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KBAL

Kimball International

Delisted

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

115 hedge funds and large institutions have $291M invested in Kimball International in 2014 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 36 increasing their positions, 42 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less funds holding

Funds holding: 117115 (-2)

11% less capital invested

Capital invested by funds: $328M → $291M (-$36.9M)

14% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 42

18% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 11

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $15K

Holders
115
Holders Change
-2
Holders Change %
-1.71%
% 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
36
Reduced
42
Closed
11
Calls
Puts
$15K
Net Calls
-$15K
Net Calls Change
-$18K
Name Holding Trade Value Shares
Change
Change in
Stake
SGAM
101
Smith Group Asset Management
Texas
$52K +$1.84K +148 +3%
Ohio Public Employees Retirement System (OPERS)
102
Ohio Public Employees Retirement System (OPERS)
Ohio
$52K +$18.6K +1,497 +51%
TRCT
103
Tower Research Capital (TRC)
New York
$43K +$40.8K +3,278 +854%
Creative Planning
104
Creative Planning
Kansas
$42K
MOACM
105
Mutual of America Capital Management
New York
$41K
BNP Paribas Financial Markets
106
BNP Paribas Financial Markets
France
$31.8K +$33.7K +2,704 New
Barclays
107
Barclays
United Kingdom
$18K -$1.32K -106 -6%
Teacher Retirement System of Texas
108
Teacher Retirement System of Texas
Texas
$16K -$660 -53 -4%
BlackRock
109
BlackRock
New York
$13K
Bank of America
110
Bank of America
North Carolina
$12K +$12.4K +993 +24,825%
TWA
111
TCI Wealth Advisors
Arizona
$4K
NFG
112
Next Financial Group
Texas
$4K +$4.48K +360 New
PNC Financial Services Group
113
PNC Financial Services Group
Pennsylvania
$2K
PMAM
114
Picton Mahoney Asset Management
Ontario, Canada
$1.01K +$940K +75,451 +727%
Manulife (Manufacturers Life Insurance)
115
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$341 +$3.94K +316 +1%
Two Sigma Investments
116
Two Sigma Investments
New York
-$1.23M -94,171 Closed
EI
117
EAM Investors
California
-$1.12M -85,874 Closed
Millennium Management
118
Millennium Management
New York
-$825K -63,196 Closed
TC
119
TFS Capital
Pennsylvania
-$551K -42,196 Closed
HHC
120
Hutchin Hill Capital
New York
-$443K -33,947 Closed
D.E. Shaw & Co
121
D.E. Shaw & Co
New York
-$274K -21,015 Closed
Citadel Advisors
122
Citadel Advisors
Florida
-$227K -17,393 Closed
Jacobs Levy Equity Management
123
Jacobs Levy Equity Management
New Jersey
-$171K -13,066 Closed
TAM
124
Tocqueville Asset Management
New York
-$77K -5,895 Closed
VFA
125
Virtus Fund Advisers
Connecticut
-$49K -3,751 Closed

KBAL Hedge Fund Activity: Q3 2014 in Review

115 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Kimball International (KBAL) for Q3 2014, worth a combined $291M — down 11% from $328M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of KBAL and 9 opened new positions — a net loss of 2 holders — while 42 trimmed existing stakes and 36 added.

The largest buyer was Teton Advisors, adding an estimated $2.35M. The largest seller was BlackRock Institutional Trust, cutting an estimated $4.18M.

  • 115 institutional investors held Kimball International (KBAL) as of Q3 2014, down from 117 in Q2 2014.
  • Funds reported $291M of Kimball International stock for Q3 2014, down 11% quarter-over-quarter.
  • 9 funds opened new Kimball International positions in Q3 2014 and 11 closed out, a net change of -2 holders.
  • The largest Kimball International buyer in Q3 2014 was Teton Advisors, an estimated $2.35M added.
  • The largest Kimball International seller in Q3 2014 was BlackRock Institutional Trust, an estimated $4.18M sold.

Based on aggregated 13F filings for Q3 2014.