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KBAL

Kimball International
KBAL

Delisted

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

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136 hedge funds and large institutions have $288M invested in Kimball International in 2020 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 50 increasing their positions, 37 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 37

13% more capital invested

Capital invested by funds: $254M → $288M (+$33.8M)

8% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 24

1% less funds holding

Funds holding: 138 → 136 (-2)

72% less call options, than puts

Call options by funds: $149K | Put options by funds: $524K

Holders
136
Holders Change
-2
Holders Change %
-1.45%
% of All Funds
2.41%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
50
Reduced
37
Closed
24
Calls
$149K
Puts
$524K
Net Calls
-$375K
Net Calls Change
-$275K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$15M
2
Morgan Stanley
Morgan Stanley
New York
+$6.9M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$4.03M
4
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$3.3M
5
Millennium Management
Millennium Management
New York
+$2.91M

Top Sellers

Rank Fund Capital Flow
1
RA
Royce & Associates
New York
-$17.8M
2
WA
Wasatch Advisors
Utah
-$6.43M
3
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$5.95M
4
JP Morgan Chase
JP Morgan Chase
New York
-$2.81M
5
WC
Walthausen & Co
New York
-$1.96M
Name Holding Trade Value Shares
Change 		Change in
Stake
FFC
126
First Financial Corp
Indiana
$7K – – –
Fidelity Investments
127
Fidelity Investments
Massachusetts
$6K – – –
ABC
128
Associated Banc-Corp
Wisconsin
$2K – – –
QCG
129
Quadrant Capital Group
Ohio
$1K – – –
S
130
SignatureFD
Georgia
$1K – – –
SO
131
STRS Ohio
Ohio
$1K – – –
AWM
132
Avior Wealth Management
Nebraska
$1K +$11 +1 +0.7%
Walleye Capital
133
Walleye Capital
New York
$588 +$560K +49,227 New
AIG
134
American International Group
New York
$250 -$6.83K -600 -3%
Loomis, Sayles & Company
135
Loomis, Sayles & Company
Massachusetts
– -$5.95M -564,318 Closed
WC
136
Walthausen & Co
New York
– -$1.96M -185,633 Closed
AL
137
AJO LP
Pennsylvania
– -$1.79M -169,643 Closed
APG Asset Management
138
APG Asset Management
Netherlands
– -$1.5M -167,086 Closed
NSIM
139
North Star Investment Management
Illinois
– -$666K -63,200 Closed
GCP
140
GSA Capital Partners
United Kingdom
– -$547K -51,902 Closed
MSL
141
Mackay Shields LLC
New York
– -$347K -32,900 Closed
DCM
142
Dupont Capital Management
Delaware
– -$300K -28,509 Closed
PTC
143
Petrus Trust Company
Texas
– -$242K -22,916 Closed
OSAM
144
O'Shaughnessy Asset Management
Connecticut
– -$243K -21,384 -100%
SCP
145
Seizert Capital Partners
Michigan
– -$172K -16,337 Closed
AG
146
Algert Global
California
– -$171K -16,210 Closed
ECM
147
ExodusPoint Capital Management
New York
– -$142K -13,482 Closed
PFO
148
Pathstone Family Office
New Jersey
– -$146K -12,800 -100%
FCI
149
Financial Counselors Inc
Kansas
– -$131K -12,455 Closed
HF
150
HRT Financial
New York
– -$126K -11,958 Closed
3 4 5
6
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KBAL Hedge Fund Activity: Q4 2020 in Review

136 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Kimball International (KBAL) for Q4 2020, worth a combined $288M — up 13% from $254M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of KBAL and 22 opened new positions — a net loss of 2 holders — while 37 trimmed existing stakes and 50 added.

The largest buyer was BlackRock, adding an estimated $15M. The largest seller was Royce & Associates, cutting an estimated $17.8M.

  • 136 institutional investors held Kimball International (KBAL) as of Q4 2020, down from 138 in Q3 2020.
  • Funds reported $288M of Kimball International stock for Q4 2020, up 13% quarter-over-quarter.
  • 22 funds opened new Kimball International positions in Q4 2020 and 24 closed out, a net change of -2 holders.
  • The largest Kimball International buyer in Q4 2020 was BlackRock, an estimated $15M added.
  • The largest Kimball International seller in Q4 2020 was Royce & Associates, an estimated $17.8M sold.

Based on aggregated 13F filings for Q4 2020.