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KBAL

Kimball International

Delisted

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

126 hedge funds and large institutions have $297M invested in Kimball International in 2020 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 45 increasing their positions, 52 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% less funds holding

Funds holding: 133126 (-7)

13% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 52

31% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 16

42% less capital invested

Capital invested by funds: $514M → $297M (-$216M)

Holders
126
Holders Change
-7
Holders Change %
-5.26%
% of All Funds
2.78%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
45
Reduced
52
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Legal & General Group
101
Legal & General Group
United Kingdom
$121K -$30.4K -1,830 -15%
IRC
102
Investors Research Corp
Georgia
$107K
US Bancorp
103
US Bancorp
Minnesota
$106K -$86.8K -5,216 -37%
CAPTRUST Financial Advisors
104
CAPTRUST Financial Advisors
North Carolina
$101K +$153K +9,190 New
OAM
105
Oppenheimer Asset Management
New York
$84K -$516 -31 -0.4%
BFC
106
Bedel Financial Consulting
Indiana
$77K
AIM
107
Aigen Investment Management
New York
$55K +$30K +1,805 +63%
FDCDDQ
108
Federation des caisses Desjardins du Quebec
Quebec, Canada
$49.4K
AIP
109
Ameritas Investment Partners
Nebraska
$38K +$6.75K +406 +15%
New York State Teachers Retirement System (NYSTRS)
110
New York State Teachers Retirement System (NYSTRS)
New York
$37K
Fifth Third Bancorp
111
Fifth Third Bancorp
Ohio
$34K
Zurich Cantonal Bank
112
Zurich Cantonal Bank
Switzerland
$34K +$18.6K +1,119 +64%
DZ Bank
113
DZ Bank
Germany
$32.3K
Northwestern Mutual Wealth Management
114
Northwestern Mutual Wealth Management
Wisconsin
$31K +$43.5K +2,616 New
Canada Life
115
Canada Life
Manitoba, Canada
$28K -$50 -3 -0.1%
FCMT
116
Founders Capital Management (Texas)
Texas
$24K
Royal Bank of Canada
117
Royal Bank of Canada
Ontario, Canada
$21K -$45.2K -2,716 -61%
Fidelity Investments
118
Fidelity Investments
Massachusetts
$11K +$6.5K +391 +72%
PA
119
Parallel Advisors
California
$9K +$13.6K +819 New
FFC
120
First Financial Corp
Indiana
$7K
GT
121
Glenmede Trust
Pennsylvania
$3K
S
122
SignatureFD
Georgia
$1K -$1.73K -104 -69%
QCG
123
Quadrant Capital Group
Ohio
$1K +$832 +50 New
Osaic Holdings
124
Osaic Holdings
Arizona
$1K +$1.76K +106 New
OAM
125
Oxford Asset Management
United Kingdom
-$1.79M -86,415 Closed

KBAL Hedge Fund Activity: Q1 2020 in Review

126 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Kimball International (KBAL) for Q1 2020, worth a combined $297M — down 42% from $514M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of KBAL and 11 opened new positions — a net loss of 5 holders — while 52 trimmed existing stakes and 45 added.

The largest buyer was Wasatch Advisors, opening a new position worth an estimated $6.75M. The largest seller was Nuveen, cutting an estimated $2.92M.

  • 126 institutional investors held Kimball International (KBAL) as of Q1 2020, down from 133 in Q4 2019.
  • Funds reported $297M of Kimball International stock for Q1 2020, down 42% quarter-over-quarter.
  • 11 funds opened new Kimball International positions in Q1 2020 and 16 closed out, a net change of -5 holders.
  • The largest Kimball International buyer in Q1 2020 was Wasatch Advisors, an estimated $6.75M added.
  • The largest Kimball International seller in Q1 2020 was Nuveen, an estimated $2.92M sold.

Based on aggregated 13F filings for Q1 2020.