Kimball International
KBAL
KBAL was delisted on the 31st of May, 2023.
128 hedge funds and large institutions have $395M invested in Kimball International in 2017 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 46 increasing their positions, 42 reducing their positions, and 5 closing their positions.
300% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 5
11% more funds holding
Funds holding: 115 → 128 (+13)
6% more capital invested
Capital invested by funds: $372M → $395M (+$22.9M)
10% more repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 42
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FMWA
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
+$7.96M |
| 2 |
Renaissance Technologies
New York
|
+$4.05M |
| 3 |
WC
Walthausen & Co
Malta,
New York
|
+$3.82M |
| 4 |
Goldman Sachs
New York
|
+$3.5M |
| 5 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
+$2.86M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
-$3.72M |
| 2 |
NC
Northpointe Capital
Bloomfield Hills,
Michigan
|
-$3.14M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
-$3.06M |
| 4 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
-$2.67M |
| 5 |
RA
Royce & Associates
New York
|
-$1.86M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
Creative Planning
Overland Park,
Kansas
| $3K | – | – | – |
|
|
QI
127
QS Investors
New York
| $1K | +$745 | +43 | New |
|
|
NC
128
Northpointe Capital
Bloomfield Hills,
Michigan
| – | -$3.14M | -190,150 | Closed |
|
|
CPIG
129
Chicago Partners Investment Group
Chicago,
Illinois
| – | -$828K | -50,182 | Closed |
|
130
Walleye Trading
New York
| – | -$73 | -4,400 | Closed |
|
|
CG
131
Cutler Group
San Francisco,
California
| – | -$10K | -634 | Closed |
|
KBAL Hedge Fund Activity: Q2 2017 in Review
128 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Kimball International (KBAL) for Q2 2017, worth a combined $395M — up 6.2% from $372M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new KBAL positions and 5 closed out — a net gain of 15 holders — while 46 added to existing stakes and 42 trimmed.
The largest buyer was Forvis Mazars Wealth Advisors, opening a new position worth an estimated $7.96M. The largest seller was DePrince Race & Zollo Inc (DRZ), cutting an estimated $3.72M.
- 128 institutional investors held Kimball International (KBAL) as of Q2 2017, up from 115 in Q1 2017.
- Funds reported $395M of Kimball International stock for Q2 2017, up 6.2% quarter-over-quarter.
- 20 funds opened new Kimball International positions in Q2 2017 and 5 closed out, a net change of +15 holders.
- The largest Kimball International buyer in Q2 2017 was Forvis Mazars Wealth Advisors, an estimated $7.96M added.
- The largest Kimball International seller in Q2 2017 was DePrince Race & Zollo Inc (DRZ), an estimated $3.72M sold.
Based on aggregated 13F filings for Q2 2017.