We are live on ! Find out more
KBAL

Kimball International

Delisted

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

115 hedge funds and large institutions have $308M invested in Kimball International in 2021 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 44 increasing their positions, 43 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 43

7% less capital invested

Capital invested by funds: $331M → $308M (-$23M)

10% less funds holding

Funds holding: 128115 (-13)

59% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 22

75% less call options, than puts

Call options by funds: $505K | Put options by funds: $1.99M

Holders
115
Holders Change
-13
Holders Change %
-10.16%
% of All Funds
2%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
44
Reduced
43
Closed
22
Calls
$505K
Puts
$1.99M
Net Calls
-$1.48M
Net Calls Change
-$1.21M
Name Holding Trade Value Shares
Change
Change in
Stake
Zurich Cantonal Bank
101
Zurich Cantonal Bank
Switzerland
$38K
Fifth Third Bancorp
102
Fifth Third Bancorp
Ohio
$37K
Simplex Trading
103
Simplex Trading
Illinois
$37K +$23.2K +1,706 +151%
Northwestern Mutual Wealth Management
104
Northwestern Mutual Wealth Management
Wisconsin
$34K
CAPTRUST Financial Advisors
105
CAPTRUST Financial Advisors
North Carolina
$32K -$78.8K -5,787 -71%
Canada Life
106
Canada Life
Manitoba, Canada
$27K
FCMT
107
Founders Capital Management (Texas)
Texas
$26K
PA
108
Parallel Advisors
California
$11K -$790 -58 -7%
PHK
109
Point72 Hong Kong
Hong Kong
$10K +$10.1K +739 New
FFC
110
First Financial Corp
Indiana
$8K
SOW
111
State of Wyoming
Wyoming
$3K +$3.28K +241 New
AWM
112
Avior Wealth Management
Nebraska
$2K +$14 +1 +0.6%
SO
113
STRS Ohio
Ohio
$1K
AIG
114
American International Group
New York
$266 -$10.5K -773 -4%
Nisa Investment Advisors
115
Nisa Investment Advisors
Missouri
$7
PAIM
116
Punch & Associates Investment Management
Minnesota
-$5.73M -409,379 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
117
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$4.46M -318,900 Closed
State of New Jersey Common Pension Fund D
118
State of New Jersey Common Pension Fund D
New Jersey
-$1.78M -126,958 Closed
KWM
119
Kingsview Wealth Management
Oregon
-$1.34M -96,080 Closed
SG Americas Securities
120
SG Americas Securities
New York
-$1.19M -85,130 Closed
California Public Employees Retirement System
121
California Public Employees Retirement System
California
-$1.02M -73,200 Closed
Allianz Asset Management
122
Allianz Asset Management
Germany
-$1.01M -72,242 Closed
GC
123
Globeflex Capital
California
-$727K -51,920 Closed
APP
124
Alpha Paradigm Partners
Illinois
-$582K -41,572 Closed
ETC
125
Exchange Traded Concepts
Oklahoma
-$503K -35,899 Closed

KBAL Hedge Fund Activity: Q2 2021 in Review

115 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Kimball International (KBAL) for Q2 2021, worth a combined $308M — down 7% from $331M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of KBAL and 9 opened new positions — a net loss of 13 holders — while 43 trimmed existing stakes and 44 added.

The largest buyer was DePrince Race & Zollo Inc (DRZ), adding an estimated $7.86M. The largest seller was Punch & Associates Investment Management, exiting entirely with an estimated $5.73M sold.

  • 115 institutional investors held Kimball International (KBAL) as of Q2 2021, down from 128 in Q1 2021.
  • Funds reported $308M of Kimball International stock for Q2 2021, down 7% quarter-over-quarter.
  • 9 funds opened new Kimball International positions in Q2 2021 and 22 closed out, a net change of -13 holders.
  • The largest Kimball International buyer in Q2 2021 was DePrince Race & Zollo Inc (DRZ), an estimated $7.86M added.
  • The largest Kimball International seller in Q2 2021 was Punch & Associates Investment Management, an estimated $5.73M sold.

Based on aggregated 13F filings for Q2 2021.