Kimball International
KBAL
KBAL was delisted on the 31st of May, 2023.
126 hedge funds and large institutions have $424M invested in Kimball International in 2019 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 44 increasing their positions, 40 reducing their positions, and 7 closing their positions.
200% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 7
28% more capital invested
Capital invested by funds: $332M → $424M (+$92.3M)
11% more funds holding
Funds holding: 114 → 126 (+12)
10% more repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 40
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
N
Nuveen
Charlotte,
North Carolina
|
+$7.45M |
| 2 |
Morgan Stanley
New York
|
+$3.63M |
| 3 |
JP Morgan Chase
New York
|
+$3.02M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
+$2.78M |
| 5 |
Russell Investments Group
London,
United Kingdom
|
+$2.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
Royce & Associates
New York
|
-$2.84M |
| 2 |
Millennium Management
New York
|
-$2.6M |
| 3 |
WC
Walthausen & Co
Malta,
New York
|
-$2.34M |
| 4 |
Goldman Sachs
New York
|
-$1.13M |
| 5 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
-$1M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GT
126
Glenmede Trust
Philadelphia,
Pennsylvania
| $3 | – | – | – |
|
|
127
Millennium Management
New York
| – | -$2.6M | -183,681 | Closed |
|
|
JIR
128
James Investment Research
Alpha,
Ohio
| – | -$388K | -27,405 | Closed |
|
|
SCA
129
Secor Capital Advisors
New York
| – | -$277K | -19,617 | Closed |
|
|
PTC
130
Petrus Trust Company
Dallas,
Texas
| – | -$202K | -14,287 | Closed |
|
131
Parallax Volatility Advisers
San Francisco,
California
| – | -$45K | -3,172 | Closed |
|
|
RFM
132
Royal Fund Management
Lady Lake,
Florida
| – | -$7K | -542 | Closed |
|
|
MNBTD
133
Moody National Bank Trust Division
Galveston,
Texas
| – | -$6K | -446 | Closed |
|
KBAL Hedge Fund Activity: Q2 2019 in Review
126 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Kimball International (KBAL) for Q2 2019, worth a combined $424M — up 28% from $332M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new KBAL positions and 7 closed out — a net gain of 14 holders — while 44 added to existing stakes and 40 trimmed.
The largest buyer was Nuveen, opening a new position worth an estimated $7.45M. The largest seller was Royce & Associates, cutting an estimated $2.84M.
- 126 institutional investors held Kimball International (KBAL) as of Q2 2019, up from 114 in Q1 2019.
- Funds reported $424M of Kimball International stock for Q2 2019, up 28% quarter-over-quarter.
- 21 funds opened new Kimball International positions in Q2 2019 and 7 closed out, a net change of +14 holders.
- The largest Kimball International buyer in Q2 2019 was Nuveen, an estimated $7.45M added.
- The largest Kimball International seller in Q2 2019 was Royce & Associates, an estimated $2.84M sold.
Based on aggregated 13F filings for Q2 2019.