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KBAL

Kimball International

Delisted

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

108 hedge funds and large institutions have $274M invested in Kimball International in 2013 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 38 increasing their positions, 34 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,433% more call options, than puts

Call options by funds: $230K | Put options by funds: $15K

75% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 8

34% more capital invested

Capital invested by funds: $205M → $274M (+$69.1M)

12% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 34

5% more funds holding

Funds holding: 103108 (+5)

Holders
108
Holders Change
+5
Holders Change %
+4.85%
% of All Funds
3.13%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
38
Reduced
34
Closed
8
Calls
$230K
Puts
$15K
Net Calls
+$215K
Net Calls Change
+$213K
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$37.1M +$924K +92,095 +3%
DSC
2
Donald Smith & Co
New York
$22.3M -$1.92M -191,661 -9%
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$17.8M +$651K +64,857 +4%
BIT
4
BlackRock Institutional Trust
California
$16.2M +$1.61M +160,157 +13%
RA
5
Royce & Associates
New York
$15.2M
BFA
6
BlackRock Fund Advisors
California
$13.5M -$413K -41,128 -3%
JP Morgan Chase
7
JP Morgan Chase
New York
$13.3M -$650K -64,792 -5%
Vanguard Group
8
Vanguard Group
Pennsylvania
$12.8M +$592K +59,018 +6%
State Street
9
State Street
Massachusetts
$10.3M +$81.9K +8,159 +0.9%
NI
10
Numeric Investors
Massachusetts
$7.43M +$210K +20,880 +3%
Northern Trust
11
Northern Trust
Illinois
$7.32M -$498K -49,658 -7%
Renaissance Technologies
12
Renaissance Technologies
New York
$6.96M +$1.09M +108,372 +22%
NFA
13
Nationwide Fund Advisors
Ohio
$5.63M +$353K +35,188 +8%
QBFM
14
QS Batterymarch Financial Management
New York
$4.52M -$151K -15,039 -4%
TC
15
TFS Capital
Pennsylvania
$4.21M +$2.61M +259,752 +263%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$4.09M -$176K -17,517 -5%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$3.94M +$859K +85,606 +34%
California Public Employees Retirement System
18
California Public Employees Retirement System
California
$3.18M +$519K +51,751 +24%
GWI
19
Grace & White Inc
New York
$3.08M -$1.24M -123,489 -32%
Goldman Sachs
20
Goldman Sachs
New York
$2.63M -$2.97M -295,779 -57%
TCIM
21
TIAA CREF Investment Management
New York
$2.63M +$116K +11,595 +5%
Morgan Stanley
22
Morgan Stanley
New York
$2.57M -$703K -70,064 -24%
GAM
23
Gotham Asset Management
New York
$2.18M +$631K +62,887 +51%
FMWA
24
Forvis Mazars Wealth Advisors
Missouri
$2.09M
Franklin Resources
25
Franklin Resources
California
$2.02M

KBAL Hedge Fund Activity: Q4 2013 in Review

108 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Kimball International (KBAL) for Q4 2013, worth a combined $274M — up 34% from $205M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new KBAL positions and 8 closed out — a net gain of 6 holders — while 38 added to existing stakes and 34 trimmed.

The largest buyer was TFS Capital, adding an estimated $2.61M. The largest seller was Goldman Sachs, cutting an estimated $2.97M.

  • 108 institutional investors held Kimball International (KBAL) as of Q4 2013, up from 103 in Q3 2013.
  • Funds reported $274M of Kimball International stock for Q4 2013, up 34% quarter-over-quarter.
  • 14 funds opened new Kimball International positions in Q4 2013 and 8 closed out, a net change of +6 holders.
  • The largest Kimball International buyer in Q4 2013 was TFS Capital, an estimated $2.61M added.
  • The largest Kimball International seller in Q4 2013 was Goldman Sachs, an estimated $2.97M sold.

Based on aggregated 13F filings for Q4 2013.