Kimball International
KBAL
KBAL was delisted on the 31st of May, 2023.
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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$15M |
| 2 |
Morgan Stanley
New York
|
+$6.9M |
| 3 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
+$4.03M |
| 4 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$3.3M |
| 5 |
Millennium Management
New York
|
+$2.91M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
Royce & Associates
New York
|
-$17.8M |
| 2 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$6.43M |
| 3 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
-$5.95M |
| 4 |
JP Morgan Chase
New York
|
-$2.81M |
| 5 |
WC
Walthausen & Co
Malta,
New York
|
-$1.96M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TI
151
Trexquant Investment
Stamford,
Connecticut
| – | -$123K | -11,669 | Closed |
|
|
CANY
152
Caxton Associates (New York)
New York
| – | -$114K | -10,839 | Closed |
|
153
Victory Capital Management
San Antonio,
Texas
| – | -$109K | -10,330 | Closed |
|
|
MAM
154
Meeder Asset Management
Dublin,
Ohio
| – | -$94K | -8,968 | Closed |
|
155
Lazard Asset Management
New York
| – | -$65K | -6,216 | Closed |
|
|
FHA
156
Flagship Harbor Advisors
Boston,
Massachusetts
| – | -$10K | -1,000 | Closed |
|
|
PCM
157
Prelude Capital Management
New York
| – | -$5K | -500 | Closed |
|
|
VCM
158
Vigilant Capital Management
Portland,
Maine
| – | -$1K | -114 | Closed |
|
|
ASN
159
Advisory Services Network
Atlanta,
Georgia
| – | -$1.03K | -91 | Closed |
|
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.