Kimball International
KBAL
KBAL was delisted on the 31st of May, 2023.
105 hedge funds and large institutions have $222M invested in Kimball International in 2016 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 39 increasing their positions, 34 reducing their positions, and 6 closing their positions.
50% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 6
15% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 34
7% more capital invested
Capital invested by funds: $208M → $222M (+$14.6M)
1% more funds holding
Funds holding: 104 → 105 (+1)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FMWA
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
+$6.35M |
| 2 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
+$5.46M |
| 3 |
RA
Royce & Associates
New York
|
+$1.9M |
| 4 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$842K |
| 5 |
GCP
GSA Capital Partners
London,
United Kingdom
|
+$623K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NC
Northpointe Capital
Bloomfield Hills,
Michigan
|
-$2.81M |
| 2 |
DSC
Donald Smith & Co
New York
|
-$1.99M |
| 3 |
Acadian Asset Management
Boston,
Massachusetts
|
-$1.1M |
| 4 |
GCIA
Gabelli & Co Investment Advisers
Rye,
New York
|
-$767K |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
-$601K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IA
101
IFP Advisors
Tampa,
Florida
| $10K | +$10K | +886 | New |
|
|
TRCT
102
Tower Research Capital (TRC)
New York
| $9K | -$46.3K | -4,088 | -84% |
|
|
UMA
103
USA Mutuals Advisors
Dallas,
Texas
| $2K | – | – | – |
|
104
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $1K | -$57 | -5 | -4% |
|
|
GT
105
Glenmede Trust
Philadelphia,
Pennsylvania
| $1K | – | – | – |
|
|
GCIA
106
Gabelli & Co Investment Advisers
Rye,
New York
| – | -$767K | -67,559 | Closed |
|
107
Citadel Advisors
Miami,
Florida
| – | -$303K | -26,666 | Closed |
|
|
IWMPD
108
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
| – | -$25K | -2,216 | Closed |
|
|
TWA
109
TCI Wealth Advisors
Tucson,
Arizona
| – | -$3K | -280 | Closed |
|
110
Barclays
London,
United Kingdom
| – | -$3K | -279 | Closed |
|
111
Federated Hermes
Pittsburgh,
Pennsylvania
| – | -$3K | -226 | Closed |
|
KBAL Hedge Fund Activity: Q2 2016 in Review
105 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Kimball International (KBAL) for Q2 2016, worth a combined $222M — up 7% from $208M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new KBAL positions and 6 closed out — a net gain of 3 holders — while 39 added to existing stakes and 34 trimmed.
The largest buyer was Forvis Mazars Wealth Advisors, adding an estimated $6.35M. The largest seller was Northpointe Capital, cutting an estimated $2.81M.
- 105 institutional investors held Kimball International (KBAL) as of Q2 2016, up from 104 in Q1 2016.
- Funds reported $222M of Kimball International stock for Q2 2016, up 7% quarter-over-quarter.
- 9 funds opened new Kimball International positions in Q2 2016 and 6 closed out, a net change of +3 holders.
- The largest Kimball International buyer in Q2 2016 was Forvis Mazars Wealth Advisors, an estimated $6.35M added.
- The largest Kimball International seller in Q2 2016 was Northpointe Capital, an estimated $2.81M sold.
Based on aggregated 13F filings for Q2 2016.