Kimball International
KBAL
KBAL was delisted on the 31st of May, 2023.
120 hedge funds and large institutions have $144M invested in Kimball International in 2022 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 45 increasing their positions, 38 reducing their positions, and 10 closing their positions.
50% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 10
18% more repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 38
4% more funds holding
Funds holding: 115 → 120 (+5)
5% less capital invested
Capital invested by funds: $151M → $144M (-$6.84M)
20% less call options, than puts
Call options by funds: $35K | Put options by funds: $44K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$2M |
| 2 |
Bank of New York Mellon
New York
|
+$1.11M |
| 3 |
Charles Schwab
San Francisco,
California
|
+$1.08M |
| 4 |
First Eagle Investment Management
New York
|
+$675K |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$523K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
-$2.71M |
| 2 |
Russell Investments Group
London,
United Kingdom
|
-$2.43M |
| 3 |
AQR Capital Management
Greenwich,
Connecticut
|
-$847K |
| 4 |
Goldman Sachs
New York
|
-$837K |
| 5 |
PCM
Penn Capital Management
Philadelphia,
Pennsylvania
|
-$482K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ECM
126
ExodusPoint Capital Management
New York
| – | -$72K | -11,519 | Closed |
|
|
GWMI
127
Guardian Wealth Management (Illinois)
Peoria,
Illinois
| – | -$6K | -902 | Closed |
|
|
PHK
128
Point72 Hong Kong
Hong Kong
| – | -$5K | -796 | Closed |
|
|
FFC
129
First Financial Corp
Terre Haute,
Indiana
| – | -$4K | -600 | Closed |
|
130
Osaic Holdings
Scottsdale,
Arizona
| – | +$486 | +71 | New |
|
KBAL Hedge Fund Activity: Q4 2022 in Review
120 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Kimball International (KBAL) for Q4 2022, worth a combined $144M — down 4.5% from $151M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new KBAL positions and 10 closed out — a net gain of 5 holders — while 45 added to existing stakes and 38 trimmed.
The largest buyer was Millennium Management, adding an estimated $2M. The largest seller was DePrince Race & Zollo Inc (DRZ), cutting an estimated $2.71M.
- 120 institutional investors held Kimball International (KBAL) as of Q4 2022, up from 115 in Q3 2022.
- Funds reported $144M of Kimball International stock for Q4 2022, down 4.5% quarter-over-quarter.
- 15 funds opened new Kimball International positions in Q4 2022 and 10 closed out, a net change of +5 holders.
- The largest Kimball International buyer in Q4 2022 was Millennium Management, an estimated $2M added.
- The largest Kimball International seller in Q4 2022 was DePrince Race & Zollo Inc (DRZ), an estimated $2.71M sold.
Based on aggregated 13F filings for Q4 2022.