Kimball International
KBAL
KBAL was delisted on the 31st of May, 2023.
116 hedge funds and large institutions have $409M invested in Kimball International in 2018 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 38 increasing their positions, 47 reducing their positions, and 17 closing their positions.
6% less funds holding
Funds holding: 123 → 116 (-7)
7% less capital invested
Capital invested by funds: $438M → $409M (-$29.2M)
19% less repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 47
35% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 17
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $298K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FMWA
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
+$7.58M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$7.34M |
| 3 |
Renaissance Technologies
New York
|
+$6.06M |
| 4 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
+$4.9M |
| 5 |
AA
Ancora Advisors
Cleveland,
Ohio
|
+$3.25M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Acadian Asset Management
Boston,
Massachusetts
|
-$3.9M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$3.63M |
| 3 |
BlackRock
New York
|
-$3.19M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
-$1.44M |
| 5 |
MAM
Martingale Asset Management
Boston,
Massachusetts
|
-$1.27M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ONB
126
Old National Bancorp
Evansville,
Indiana
| – | -$208K | -11,165 | Closed |
|
|
OAM
127
Oxford Asset Management
Oxford,
United Kingdom
| – | -$204K | -10,851 | Closed |
|
128
LPL Financial
San Diego,
California
| – | -$190K | -10,165 | Closed |
|
|
TRCT
129
Tower Research Capital (TRC)
New York
| – | -$99K | -5,315 | Closed |
|
|
FDCDDQ
130
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| – | -$38K | -2,041 | Closed |
|
|
DCM
131
Delpha Capital Management
New York
| – | -$10K | -525 | Closed |
|
132
SEI Investments
Oaks,
Pennsylvania
| – | +$230 | +13 | New |
|
KBAL Hedge Fund Activity: Q1 2018 in Review
116 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Kimball International (KBAL) for Q1 2018, worth a combined $409M — down 6.7% from $438M a quarter earlier.
Sellers outnumbered buyers: 17 funds closed out of KBAL and 11 opened new positions — a net loss of 6 holders — while 47 trimmed existing stakes and 38 added.
The largest buyer was Forvis Mazars Wealth Advisors, adding an estimated $7.58M. The largest seller was Acadian Asset Management, cutting an estimated $3.9M.
- 116 institutional investors held Kimball International (KBAL) as of Q1 2018, down from 123 in Q4 2017.
- Funds reported $409M of Kimball International stock for Q1 2018, down 6.7% quarter-over-quarter.
- 11 funds opened new Kimball International positions in Q1 2018 and 17 closed out, a net change of -6 holders.
- The largest Kimball International buyer in Q1 2018 was Forvis Mazars Wealth Advisors, an estimated $7.58M added.
- The largest Kimball International seller in Q1 2018 was Acadian Asset Management, an estimated $3.9M sold.
Based on aggregated 13F filings for Q1 2018.