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KBAL

Kimball International
KBAL

Delisted

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

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103 hedge funds and large institutions have $205M invested in Kimball International in 2013 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 35 increasing their positions, 34 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

14% more capital invested

Capital invested by funds: $180M → $205M (+$25.1M)

4% more funds holding

Funds holding: 99 → 103 (+4)

3% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 34

Holders
103
Holders Change
+4
Holders Change %
+4.04%
% of All Funds
3.34%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
35
Reduced
34
Closed
5
Calls
$2K
Puts
–
Net Calls
+$2K
Net Calls Change
+$2K

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$2.76M
2
NFA
Nationwide Fund Advisors
Ohio
+$2.73M
3
FMWA
Forvis Mazars Wealth Advisors
Missouri
+$1.51M
4
BFA
BlackRock Fund Advisors
California
+$1.04M
5
U
UBS
Switzerland
+$837K

Top Sellers

Rank Fund Capital Flow
1
OSAM
O'Shaughnessy Asset Management
Connecticut
-$4.97M
2
MA
MUFG Americas
New York
-$1.43M
3
Morgan Stanley
Morgan Stanley
New York
-$844K
4
Citadel Advisors
Citadel Advisors
Florida
-$757K
5
Invesco
Invesco
Georgia
-$757K
Name Holding Trade Value Shares
Change 		Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$26.6M +$117K +13,808 +0.5%
DSC
2
Donald Smith & Co
New York
$18.1M -$721K -85,143 -4%
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$12.6M -$100K -11,835 -0.8%
RA
4
Royce & Associates
New York
$11.2M – – –
BIT
5
BlackRock Institutional Trust
California
$10.5M -$228K -26,971 -2%
JP Morgan Chase
6
JP Morgan Chase
New York
$10.4M +$2.76M +326,408 +37%
BFA
7
BlackRock Fund Advisors
California
$10.3M +$1.04M +122,753 +11%
Vanguard Group
8
Vanguard Group
Pennsylvania
$8.92M +$143K +16,861 +2%
State Street
9
State Street
Massachusetts
$7.56M -$308K -36,419 -4%
Northern Trust
10
Northern Trust
Illinois
$5.83M +$161K +18,996 +3%
NI
11
Numeric Investors
Massachusetts
$5.3M -$46.2K -5,454 -0.9%
Goldman Sachs
12
Goldman Sachs
New York
$4.5M +$231K +27,248 +6%
Renaissance Technologies
13
Renaissance Technologies
New York
$4.2M +$309K +36,509 +8%
NFA
14
Nationwide Fund Advisors
Ohio
$3.85M +$2.73M +322,477 +264%
QBFM
15
QS Batterymarch Financial Management
New York
$3.47M – – –
GWI
16
Grace & White Inc
New York
$3.34M – – –
SNC
17
Stifel Nicolaus & Co
Missouri
$3.21M -$34.9K -4,119 -1%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$3.17M +$309K +36,558 +11%
Morgan Stanley
19
Morgan Stanley
New York
$2.5M -$844K -99,703 -26%
OSAM
20
O'Shaughnessy Asset Management
Connecticut
$2.4M -$4.97M -586,775 -68%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$2.17M +$44.3K +5,232 +2%
Invesco
22
Invesco
Georgia
$2.16M -$757K -89,419 -26%
U
23
UBS
Switzerland
$2.01M +$837K +98,830 +74%
California Public Employees Retirement System
24
California Public Employees Retirement System
California
$1.85M +$109K +12,894 +6%
RFC
25
Russell Frank Company
Washington
$1.85M -$98.3K -11,619 -5%
1
2 3 4 5

KBAL Hedge Fund Activity: Q3 2013 in Review

103 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Kimball International (KBAL) for Q3 2013, worth a combined $205M — up 14% from $180M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new KBAL positions and 5 closed out — a net gain of 4 holders — while 35 added to existing stakes and 34 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $2.76M. The largest seller was O'Shaughnessy Asset Management, cutting an estimated $4.97M.

  • 103 institutional investors held Kimball International (KBAL) as of Q3 2013, up from 99 in Q2 2013.
  • Funds reported $205M of Kimball International stock for Q3 2013, up 14% quarter-over-quarter.
  • 9 funds opened new Kimball International positions in Q3 2013 and 5 closed out, a net change of +4 holders.
  • The largest Kimball International buyer in Q3 2013 was JP Morgan Chase, an estimated $2.76M added.
  • The largest Kimball International seller in Q3 2013 was O'Shaughnessy Asset Management, an estimated $4.97M sold.

Based on aggregated 13F filings for Q3 2013.