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KBAL

Kimball International

Delisted

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

117 hedge funds and large institutions have $328M invested in Kimball International in 2014 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 46 increasing their positions, 41 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

12% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 41

3% more funds holding

Funds holding: 114117 (+3)

7% less capital invested

Capital invested by funds: $352M → $328M (-$23.4M)

Holders
117
Holders Change
+3
Holders Change %
+2.63%
% of All Funds
3.36%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
46
Reduced
41
Closed
7
Calls
$3K
Puts
Net Calls
+$3K
Net Calls Change
-$4K
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$43M +$1.02M +77,606 +2%
DSC
2
Donald Smith & Co
New York
$24.9M -$1.81M -137,423 -7%
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$20.1M +$298K +22,692 +1%
BIT
4
BlackRock Institutional Trust
California
$19.4M -$183K -13,934 -0.9%
JP Morgan Chase
5
JP Morgan Chase
New York
$18.4M +$1.2M +91,207 +7%
Vanguard Group
6
Vanguard Group
Pennsylvania
$18.1M +$1.19M +90,214 +7%
RA
7
Royce & Associates
New York
$16.9M +$25.3K +1,922 +0.1%
BFA
8
BlackRock Fund Advisors
California
$14M -$1.07M -81,156 -7%
Renaissance Technologies
9
Renaissance Technologies
New York
$10.5M +$1.61M +122,068 +18%
State Street
10
State Street
Massachusetts
$9.88M -$1.18M -89,863 -11%
NI
11
Numeric Investors
Massachusetts
$9.13M +$1.03M +78,519 +13%
Morgan Stanley
12
Morgan Stanley
New York
$7.02M +$671K +51,014 +10%
Northern Trust
13
Northern Trust
Illinois
$6.66M -$770K -58,574 -10%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$6.02M +$708K +53,833 +13%
NFA
15
Nationwide Fund Advisors
Ohio
$5.42M +$136K +10,366 +3%
Stifel Financial
16
Stifel Financial
Missouri
$4.8M +$54.2K +4,119 +1%
TA
17
Teton Advisors
New York
$4.73M +$2.13M +162,217 +81%
QBFM
18
QS Batterymarch Financial Management
New York
$4.54M -$446K -33,882 -9%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$4.23M +$82.5K +6,274 +2%
Goldman Sachs
20
Goldman Sachs
New York
$3.92M -$416K -31,632 -10%
American Century Companies
21
American Century Companies
Missouri
$3.29M +$1.27M +96,437 +62%
California Public Employees Retirement System
22
California Public Employees Retirement System
California
$3.07M -$130K -9,863 -4%
TCIM
23
TIAA CREF Investment Management
New York
$2.93M -$46.1K -3,509 -2%
Charles Schwab
24
Charles Schwab
California
$2.5M +$861K +65,489 +52%
BCM
25
Bridgeway Capital Management
Texas
$2.45M +$431K +32,794 +21%

KBAL Hedge Fund Activity: Q2 2014 in Review

117 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Kimball International (KBAL) for Q2 2014, worth a combined $328M — down 6.7% from $352M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new KBAL positions and 7 closed out — a net gain of 3 holders — while 46 added to existing stakes and 41 trimmed.

The largest buyer was Teton Advisors, adding an estimated $2.13M. The largest seller was Forvis Mazars Wealth Advisors, exiting entirely with an estimated $2.56M sold.

  • 117 institutional investors held Kimball International (KBAL) as of Q2 2014, up from 114 in Q1 2014.
  • Funds reported $328M of Kimball International stock for Q2 2014, down 6.7% quarter-over-quarter.
  • 10 funds opened new Kimball International positions in Q2 2014 and 7 closed out, a net change of +3 holders.
  • The largest Kimball International buyer in Q2 2014 was Teton Advisors, an estimated $2.13M added.
  • The largest Kimball International seller in Q2 2014 was Forvis Mazars Wealth Advisors, an estimated $2.56M sold.

Based on aggregated 13F filings for Q2 2014.