Kimball International
KBAL
KBAL was delisted on the 31st of May, 2023.
104 hedge funds and large institutions have $208M invested in Kimball International in 2016 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 42 increasing their positions, 30 reducing their positions, and 7 closing their positions.
40% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 30
19% more capital invested
Capital invested by funds: $175M → $208M (+$32.6M)
2% less funds holding
Funds holding: 106 → 104 (-2)
14% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$4.84M |
| 2 |
NC
Northpointe Capital
Bloomfield Hills,
Michigan
|
+$3.74M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$2.73M |
| 4 |
Renaissance Technologies
New York
|
+$1.49M |
| 5 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
+$1.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Acadian Asset Management
Boston,
Massachusetts
|
-$1.96M |
| 2 |
DSC
Donald Smith & Co
New York
|
-$1.58M |
| 3 |
State Street
Boston,
Massachusetts
|
-$1.1M |
| 4 |
MM
Midas Management
New York
|
-$1.04M |
| 5 |
TC
TFS Capital
West Chester,
Pennsylvania
|
-$656K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Barclays
London,
United Kingdom
| $3K | +$2.94K | +279 | New |
|
|
UMA
102
USA Mutuals Advisors
Dallas,
Texas
| $2K | – | – | – |
|
103
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $1K | +$53 | +5 | +4% |
|
|
GT
104
Glenmede Trust
Philadelphia,
Pennsylvania
| $1K | +$1.78K | +169 | New |
|
|
MM
105
Midas Management
New York
| – | -$1.04M | -106,139 | Closed |
|
106
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
| – | -$218K | -22,341 | Closed |
|
107
Wellington Management Group
Boston,
Massachusetts
| – | -$198K | -20,252 | Closed |
|
|
DTL
108
Dynamic Technology Lab
Singapore
| – | -$121K | -12,336 | Closed |
|
109
BNP Paribas Financial Markets
Paris,
France
| – | -$63.5K | -6,500 | Closed |
|
110
UBS Group
Zurich,
Switzerland
| – | -$29K | -2,974 | Closed |
|
|
IA
111
IFP Advisors
Tampa,
Florida
| – | -$9K | -886 | Closed |
|
KBAL Hedge Fund Activity: Q1 2016 in Review
104 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Kimball International (KBAL) for Q1 2016, worth a combined $208M — up 19% from $175M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of KBAL and 6 opened new positions — a net loss of 1 holder — while 30 trimmed existing stakes and 42 added.
The largest buyer was Loomis, Sayles & Company, adding an estimated $4.84M. The largest seller was Acadian Asset Management, cutting an estimated $1.96M.
- 104 institutional investors held Kimball International (KBAL) as of Q1 2016, down from 106 in Q4 2015.
- Funds reported $208M of Kimball International stock for Q1 2016, up 19% quarter-over-quarter.
- 6 funds opened new Kimball International positions in Q1 2016 and 7 closed out, a net change of -1 holder.
- The largest Kimball International buyer in Q1 2016 was Loomis, Sayles & Company, an estimated $4.84M added.
- The largest Kimball International seller in Q1 2016 was Acadian Asset Management, an estimated $1.96M sold.
Based on aggregated 13F filings for Q1 2016.