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KBAL

Kimball International

Delisted

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

114 hedge funds and large institutions have $352M invested in Kimball International in 2014 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 39 increasing their positions, 42 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

28% more capital invested

Capital invested by funds: $274M → $352M (+$77.8M)

6% more funds holding

Funds holding: 108114 (+6)

7% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 42

Holders
114
Holders Change
+6
Holders Change %
+5.56%
% of All Funds
3.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
39
Reduced
42
Closed
8
Calls
$7K
Puts
Net Calls
+$7K
Net Calls Change
-$208K
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$45.5M +$727K +55,185 +2%
DSC
2
Donald Smith & Co
New York
$28.9M +$1.88M +143,007 +8%
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$21.5M +$46.1K +3,500 +0.2%
BIT
4
BlackRock Institutional Trust
California
$21.2M +$1.58M +119,637 +9%
JP Morgan Chase
5
JP Morgan Chase
New York
$18.7M +$2.43M +184,195 +16%
Vanguard Group
6
Vanguard Group
Pennsylvania
$18.4M +$2.77M +210,044 +19%
RA
7
Royce & Associates
New York
$18.3M
BFA
8
BlackRock Fund Advisors
California
$16.3M +$91.3K +6,926 +0.6%
State Street
9
State Street
Massachusetts
$12M -$450K -34,151 -4%
Renaissance Technologies
10
Renaissance Technologies
New York
$9.69M +$1.21M +91,848 +15%
NI
11
Numeric Investors
Massachusetts
$8.78M -$169K -12,810 -2%
Northern Trust
12
Northern Trust
Illinois
$8.04M -$722K -54,774 -9%
Morgan Stanley
13
Morgan Stanley
New York
$6.88M +$3.53M +268,049 +122%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$5.76M +$945K +71,717 +21%
NFA
15
Nationwide Fund Advisors
Ohio
$5.72M -$987K -74,900 -16%
QBFM
16
QS Batterymarch Financial Management
New York
$5.4M -$44.7K -3,395 -0.9%
Stifel Financial
17
Stifel Financial
Missouri
$5.14M +$4.79M +363,450 New
Goldman Sachs
18
Goldman Sachs
New York
$4.69M +$1.41M +107,251 +48%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$4.49M -$409K -31,018 -9%
California Public Employees Retirement System
20
California Public Employees Retirement System
California
$3.42M -$279K -21,137 -8%
TCIM
21
TIAA CREF Investment Management
New York
$3.23M +$51.8K +3,928 +2%
TC
22
TFS Capital
Pennsylvania
$3.05M -$1.88M -142,433 -40%
TA
23
Teton Advisors
New York
$2.83M +$2.63M +199,836 New
Invesco
24
Invesco
Georgia
$2.79M +$455K +34,510 +21%
FMWA
25
Forvis Mazars Wealth Advisors
Missouri
$2.56M +$33.8K +2,562 +1%

KBAL Hedge Fund Activity: Q1 2014 in Review

114 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Kimball International (KBAL) for Q1 2014, worth a combined $352M — up 28% from $274M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new KBAL positions and 8 closed out — a net gain of 7 holders — while 39 added to existing stakes and 42 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.53M. The largest seller was TFS Capital, cutting an estimated $1.88M.

  • 114 institutional investors held Kimball International (KBAL) as of Q1 2014, up from 108 in Q4 2013.
  • Funds reported $352M of Kimball International stock for Q1 2014, up 28% quarter-over-quarter.
  • 15 funds opened new Kimball International positions in Q1 2014 and 8 closed out, a net change of +7 holders.
  • The largest Kimball International buyer in Q1 2014 was Morgan Stanley, an estimated $3.53M added.
  • The largest Kimball International seller in Q1 2014 was TFS Capital, an estimated $1.88M sold.

Based on aggregated 13F filings for Q1 2014.