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KBAL

Kimball International

Delisted

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

116 hedge funds and large institutions have $409M invested in Kimball International in 2018 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 38 increasing their positions, 47 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% less funds holding

Funds holding: 123116 (-7)

7% less capital invested

Capital invested by funds: $438M → $409M (-$29.2M)

19% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 47

35% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 17

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $298K

Holders
116
Holders Change
-7
Holders Change %
-5.69%
% of All Funds
2.66%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
38
Reduced
47
Closed
17
Calls
Puts
$298K
Net Calls
-$298K
Net Calls Change
+$365K
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
101
Royal Bank of Canada
Ontario, Canada
$82K -$2.28K -129 -3%
New York State Teachers Retirement System (NYSTRS)
102
New York State Teachers Retirement System (NYSTRS)
New York
$56K +$1.77K +100 +3%
Parallax Volatility Advisers
103
Parallax Volatility Advisers
California
$51K -$44.8K -2,535 -46%
MAM
104
Meeder Asset Management
Ohio
$51K +$32.7K +1,850 +166%
AIP
105
Ameritas Investment Partners
Nebraska
$48K
Zurich Cantonal Bank
106
Zurich Cantonal Bank
Switzerland
$30K
FFC
107
First Financial Corp
Indiana
$27K
BCA
108
Bray Capital Advisors
Florida
$15K +$15.2K +860 New
Federated Hermes
109
Federated Hermes
Pennsylvania
$14K -$11.8K -667 -45%
SWP
110
Stratos Wealth Partners
Ohio
$3K -$2.65K -150 -43%
FMA
111
FNY Managed Accounts
New York
$3K -$1.61K -91 -32%
ML
112
McAdam LLC
Pennsylvania
$2K +$2.19K +124 New
QI
113
QS Investors
New York
$1K
S
114
SignatureFD
Georgia
$1K +$654 +37 New
SBL
115
Sargent Bickham Lagudis
Colorado
$1K +$1.43K +81 New
MAM
116
Martingale Asset Management
Massachusetts
-$1.27M -67,941 Closed
TIA
117
Trust Investment Advisors
Indiana
-$621K -33,280 Closed
MWNA
118
Marshall Wace North America
New York
-$438K -23,451 Closed
CI
119
Cigna Investments
Connecticut
-$347K -18,600 Closed
LA
120
Lucus Advisors
New York
-$346K -18,514 Closed
FQ
121
First Quadrant
California
-$333K -17,843 Closed
SCA
122
Secor Capital Advisors
New York
-$310K -16,628 Closed
Squarepoint
123
Squarepoint
New York
-$257K -13,791 Closed
Teacher Retirement System of Texas
124
Teacher Retirement System of Texas
Texas
-$239K -12,814 Closed
GAM
125
Gotham Asset Management
New York
-$226K -12,122 Closed

KBAL Hedge Fund Activity: Q1 2018 in Review

116 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Kimball International (KBAL) for Q1 2018, worth a combined $409M — down 6.7% from $438M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of KBAL and 11 opened new positions — a net loss of 6 holders — while 47 trimmed existing stakes and 38 added.

The largest buyer was Forvis Mazars Wealth Advisors, adding an estimated $7.58M. The largest seller was Acadian Asset Management, cutting an estimated $3.9M.

  • 116 institutional investors held Kimball International (KBAL) as of Q1 2018, down from 123 in Q4 2017.
  • Funds reported $409M of Kimball International stock for Q1 2018, down 6.7% quarter-over-quarter.
  • 11 funds opened new Kimball International positions in Q1 2018 and 17 closed out, a net change of -6 holders.
  • The largest Kimball International buyer in Q1 2018 was Forvis Mazars Wealth Advisors, an estimated $7.58M added.
  • The largest Kimball International seller in Q1 2018 was Acadian Asset Management, an estimated $3.9M sold.

Based on aggregated 13F filings for Q1 2018.