Kimball International
KBAL
KBAL was delisted on the 31st of May, 2023.
113 hedge funds and large institutions have $172M invested in Kimball International in 2014 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 21 increasing their positions, 74 reducing their positions, and 18 closing their positions.
0% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 18
2% less funds holding
Funds holding: 115 → 113 (-2)
41% less capital invested
Capital invested by funds: $291M → $172M (-$119M)
72% less repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 74
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $9K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RFC
Russell Frank Company
Seattle,
Washington
|
+$4.18M |
| 2 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$1.27M |
| 3 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
+$1.21M |
| 4 |
QI
QS Investors
New York
|
+$1.19M |
| 5 |
AI
Analytic Investors
Los Angeles,
California
|
+$608K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NI
Numeric Investors
Boston,
Massachusetts
|
-$8.63M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
-$7.55M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$5.6M |
| 4 |
DSC
Donald Smith & Co
New York
|
-$4.32M |
| 5 |
JP Morgan Chase
New York
|
-$3.74M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IMS
126
Index Management Solutions
Philadelphia,
Pennsylvania
| – | -$157K | -17,127 | Closed |
|
127
Ameriprise
Minneapolis,
Minnesota
| – | -$186K | -15,820 | Closed |
|
|
AG
128
Algert Global
San Francisco,
California
| – | -$151K | -12,874 | Closed |
|
|
MOACM
129
Mutual of America Capital Management
New York
| – | -$41K | -3,459 | Closed |
|
130
BNP Paribas Financial Markets
Paris,
France
| – | -$31.8K | -2,704 | Closed |
|
|
NFG
131
Next Financial Group
Houston,
Texas
| – | -$4K | -360 | Closed |
|
KBAL Hedge Fund Activity: Q4 2014 in Review
113 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Kimball International (KBAL) for Q4 2014, worth a combined $172M — down 41% from $291M a quarter earlier.
Fund positioning in KBAL was balanced in Q4 2014: 18 funds opened new positions, 18 closed out, 21 added to existing stakes and 74 trimmed.
The largest buyer was Russell Frank Company, adding an estimated $4.18M. The largest seller was Numeric Investors, exiting entirely with an estimated $8.63M sold.
- 113 institutional investors held Kimball International (KBAL) as of Q4 2014, down from 115 in Q3 2014.
- Funds reported $172M of Kimball International stock for Q4 2014, down 41% quarter-over-quarter.
- 18 funds opened new Kimball International positions in Q4 2014 and 18 closed out, a net change of 0 holders.
- The largest Kimball International buyer in Q4 2014 was Russell Frank Company, an estimated $4.18M added.
- The largest Kimball International seller in Q4 2014 was Numeric Investors, an estimated $8.63M sold.
Based on aggregated 13F filings for Q4 2014.