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KBAL

Kimball International
KBAL

Delisted

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

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118 hedge funds and large institutions have $312M invested in Kimball International in 2023 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 36 increasing their positions, 36 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more capital invested

Capital invested by funds: $144M → $312M (+$168M)

0% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 36

6% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 34

2% less funds holding

Funds holding: 120 → 118 (-2)

62% less call options, than puts

Call options by funds: $140K | Put options by funds: $364K

Holders
118
Holders Change
-2
Holders Change %
-1.67%
% of All Funds
1.88%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
32
Increased
36
Reduced
36
Closed
34
Calls
$140K
Puts
$364K
Net Calls
-$224K
Net Calls Change
-$215K

Top Buyers

Rank Fund Capital Flow
1
GCL
Glazer Capital LLC
New York
+$15.2M
2
VI
Versor Investments
New York
+$13.8M
3
WIC
Water Island Capital
New York
+$10.8M
4
MF
Magnetar Financial
Illinois
+$7.59M
5
Morgan Stanley
Morgan Stanley
New York
+$5.14M

Top Sellers

Rank Fund Capital Flow
1
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
-$9.41M
2
BlackRock
BlackRock
New York
-$9.34M
3
ER
EVR Research
Virginia
-$7.07M
4
Charles Schwab
Charles Schwab
California
-$4.92M
5
Invesco
Invesco
Georgia
-$4.86M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIP
101
Ameritas Investment Partners
Nebraska
$39.7K – – –
Nisa Investment Advisors
102
Nisa Investment Advisors
Missouri
$33K +$21.4K +2,484 +1,701%
PNC Financial Services Group
103
PNC Financial Services Group
Pennsylvania
$32.8K -$775 -90 -3%
Northwestern Mutual Wealth Management
104
Northwestern Mutual Wealth Management
Wisconsin
$32.4K – – –
Fifth Third Bancorp
105
Fifth Third Bancorp
Ohio
$32.4K – – –
FCMT
106
Founders Capital Management (Texas)
Texas
$25K – – –
MLICM
107
Metropolitan Life Insurance Company (MetLife)
New York
$18.7K -$6.03K -700 -32%
QT
108
Quantbot Technologies
New York
$13.6K -$10.3K -1,200 -52%
Carson Wealth (CWM LLC)
109
Carson Wealth (CWM LLC)
Nebraska
$11K +$3.92K +455 +104%
Fidelity Investments
110
Fidelity Investments
Massachusetts
$9.51K -$810K -94,125 -99%
LC
111
Lindbrook Capital
California
$5.92K +$4.11K +477 New
VFA
112
Values First Advisors
Tennessee
$3.7K +$2.56K +298 New
MCM
113
Manchester Capital Management
Vermont
$2.64K +$1.83K +213 New
HNB
114
Huntington National Bank
Ohio
$2.51K +$2.94K +342 New
Osaic Holdings
115
Osaic Holdings
Arizona
$856 -$17 -2 -3%
Citigroup
116
Citigroup
New York
$608 -$1.68K -195 -80%
PA
117
Parallel Advisors
California
$372 – – –
ER
118
EVR Research
Virginia
– -$7.07M -1,088,000 Closed
KCM
119
Kennedy Capital Management
Missouri
– -$3.02M -465,367 Closed
FP
120
Foundry Partners
Minnesota
– -$2.88M -442,456 Closed
Jacobs Levy Equity Management
121
Jacobs Levy Equity Management
New Jersey
– -$1.69M -260,310 Closed
First Eagle Investment Management
122
First Eagle Investment Management
New York
– -$1.67M -257,386 Closed
PCM
123
Penn Capital Management
Pennsylvania
– -$1.33M -204,008 Closed
AA
124
Ancora Advisors
Ohio
– -$909K -139,908 Closed
Victory Capital Management
125
Victory Capital Management
Texas
– -$787K -121,045 Closed
3 4
5
6 7

KBAL Hedge Fund Activity: Q1 2023 in Review

118 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Kimball International (KBAL) for Q1 2023, worth a combined $312M — up 117% from $144M a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of KBAL and 32 opened new positions — a net loss of 2 holders — while 36 trimmed existing stakes and 36 added.

The largest buyer was Glazer Capital LLC, opening a new position worth an estimated $15.2M. The largest seller was DePrince Race & Zollo Inc (DRZ), cutting an estimated $9.41M.

  • 118 institutional investors held Kimball International (KBAL) as of Q1 2023, down from 120 in Q4 2022.
  • Funds reported $312M of Kimball International stock for Q1 2023, up 117% quarter-over-quarter.
  • 32 funds opened new Kimball International positions in Q1 2023 and 34 closed out, a net change of -2 holders.
  • The largest Kimball International buyer in Q1 2023 was Glazer Capital LLC, an estimated $15.2M added.
  • The largest Kimball International seller in Q1 2023 was DePrince Race & Zollo Inc (DRZ), an estimated $9.41M sold.

Based on aggregated 13F filings for Q1 2023.