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KBAL

Kimball International

Delisted

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

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: 113102 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
101
Bank of America
North Carolina
$6K -$29.5K -3,115 -85%
PNC Financial Services Group
102
PNC Financial Services Group
Pennsylvania
$1K -$569 -60 -50%
Manulife (Manufacturers Life Insurance)
103
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$254 +$9.41K +993 +4%
Arrowstreet Capital
104
Arrowstreet Capital
Massachusetts
-$698K -76,491 Closed
SG Americas Securities
105
SG Americas Securities
New York
-$415K -45,548 Closed
CCMH
106
Cornerstone Capital Management Holdings
New York
-$410K -43,300 Closed
Citadel Advisors
107
Citadel Advisors
Florida
-$384K -42,092 Closed
VIA
108
Vident Investment Advisory
Georgia
-$173K -18,937 Closed
Susquehanna International Group
109
Susquehanna International Group
Pennsylvania
-$171K -18,790 Closed
PL
110
Parkwood LLC
Ohio
-$163K -17,818 Closed
MAM
111
Martingale Asset Management
Massachusetts
-$153K -16,700 Closed
LI
112
LMCG Investments
Massachusetts
-$128K -14,036 Closed
OSAM
113
O'Shaughnessy Asset Management
Connecticut
-$45K -4,928 Closed
SGAM
114
Smith Group Asset Management
Texas
-$32K -3,503 Closed
Group One Trading
115
Group One Trading
Illinois
-$24K -2,599 Closed
NPC
116
National Planning Corporation
California
-$5.33K -600 Closed
BPBT
117
Boston Private Bank & Trust
Massachusetts
-$4K -414 Closed
TWA
118
TCI Wealth Advisors
Arizona
-$3K -280 Closed
LTFS
119
Ladenburg Thalmann Financial Services
Florida
-$2K -225 Closed
BRWA
120
B. Riley Wealth Advisors
Florida
-$1 -134 Closed

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.