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KBAL

Kimball International
KBAL

Delisted

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

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117 hedge funds and large institutions have $264M invested in Kimball International in 2021 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 36 increasing their positions, 44 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

2% more funds holding

Funds holding: 115 → 117 (+2)

14% less capital invested

Capital invested by funds: $308M → $264M (-$43.6M)

18% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 44

67% less call options, than puts

Call options by funds: $220K | Put options by funds: $669K

Holders
117
Holders Change
+2
Holders Change %
+1.74%
% of All Funds
2.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
36
Reduced
44
Closed
9
Calls
$220K
Puts
$669K
Net Calls
-$449K
Net Calls Change
+$1.03M

Top Buyers

Rank Fund Capital Flow
1
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
+$2.27M
2
Invesco
Invesco
Georgia
+$2.23M
3
Morgan Stanley
Morgan Stanley
New York
+$1.74M
4
JGC
J. Goldman & Co
New York
+$1.5M
5
Norges Bank
Norges Bank
Norway
+$1.47M

Top Sellers

Rank Fund Capital Flow
1
Victory Capital Management
Victory Capital Management
Texas
-$3.64M
2
BlackRock
BlackRock
New York
-$2.72M
3
Charles Schwab
Charles Schwab
California
-$1.95M
4
Citadel Advisors
Citadel Advisors
Florida
-$1.64M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$727K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
101
Wells Fargo
California
$51K -$121K -9,826 -68%
Simplex Trading
102
Simplex Trading
Illinois
$37K – – –
AIP
103
Ameritas Investment Partners
Nebraska
$36K – – –
UBS Group
104
UBS Group
Switzerland
$33K -$263K -21,374 -88%
Fifth Third Bancorp
105
Fifth Third Bancorp
Ohio
$32K – – –
Zurich Cantonal Bank
106
Zurich Cantonal Bank
Switzerland
$32K – – –
TRCT
107
Tower Research Capital (TRC)
New York
$31K -$37.9K -3,089 -53%
Northwestern Mutual Wealth Management
108
Northwestern Mutual Wealth Management
Wisconsin
$29K – – –
CAPTRUST Financial Advisors
109
CAPTRUST Financial Advisors
North Carolina
$27K -$233 -19 -0.8%
Canada Life
110
Canada Life
Manitoba, Canada
$23K – – –
FCMT
111
Founders Capital Management (Texas)
Texas
$22K – – –
QT
112
Quantbot Technologies
New York
$19K +$20.9K +1,700 New
Group One Trading
113
Group One Trading
Illinois
$11K +$12.3K +1,000 New
PA
114
Parallel Advisors
California
$9K – – –
FFC
115
First Financial Corp
Indiana
$7K – – –
MA
116
MCF Advisors
Kentucky
$7K +$7.21K +587 New
AWM
117
Avior Wealth Management
Nebraska
$1K – – –
SFI
118
Susquehanna Fundamental Investments
Pennsylvania
– -$391K -29,745 Closed
ZCM
119
Zebra Capital Management
Connecticut
– -$266K -20,243 Closed
CANY
120
Caxton Associates (New York)
New York
– -$172K -13,078 Closed
QC
121
Quadrature Capital
United Kingdom
– -$151K -11,477 Closed
ETM
122
Euclidean Technologies Management
Washington
– -$150K -11,420 Closed
CSS
123
Cubist Systematic Strategies
Connecticut
– -$126K -9,544 Closed
PHK
124
Point72 Hong Kong
Hong Kong
– -$10K -739 Closed
Nisa Investment Advisors
125
Nisa Investment Advisors
Missouri
– -$7 -500 Closed
2 3 4
5
6

KBAL Hedge Fund Activity: Q3 2021 in Review

117 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Kimball International (KBAL) for Q3 2021, worth a combined $264M — down 14% from $308M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new KBAL positions and 9 closed out — a net gain of 2 holders — while 36 added to existing stakes and 44 trimmed.

The largest buyer was DePrince Race & Zollo Inc (DRZ), adding an estimated $2.27M. The largest seller was Victory Capital Management, cutting an estimated $3.64M.

  • 117 institutional investors held Kimball International (KBAL) as of Q3 2021, up from 115 in Q2 2021.
  • Funds reported $264M of Kimball International stock for Q3 2021, down 14% quarter-over-quarter.
  • 11 funds opened new Kimball International positions in Q3 2021 and 9 closed out, a net change of +2 holders.
  • The largest Kimball International buyer in Q3 2021 was DePrince Race & Zollo Inc (DRZ), an estimated $2.27M added.
  • The largest Kimball International seller in Q3 2021 was Victory Capital Management, an estimated $3.64M sold.

Based on aggregated 13F filings for Q3 2021.