We are live on ! Find out more
KBAL

Kimball International

Delisted

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

115 hedge funds and large institutions have $291M invested in Kimball International in 2014 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 36 increasing their positions, 42 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less funds holding

Funds holding: 117115 (-2)

11% less capital invested

Capital invested by funds: $328M → $291M (-$36.9M)

14% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 42

18% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 11

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $15K

Holders
115
Holders Change
-2
Holders Change %
-1.71%
% 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
36
Reduced
42
Closed
11
Calls
Puts
$15K
Net Calls
-$15K
Net Calls Change
-$18K
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$38.6M -$119K -9,544 -0.3%
DSC
2
Donald Smith & Co
New York
$21.5M -$966K -77,548 -4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$17.2M +$962K +77,252 +6%
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$16.9M -$1.24M -99,436 -6%
JP Morgan Chase
5
JP Morgan Chase
New York
$16.4M -$239K -19,215 -1%
RA
6
Royce & Associates
New York
$15.3M +$17.5K +1,409 +0.1%
BIT
7
BlackRock Institutional Trust
California
$13.5M -$4.18M -335,334 -23%
BFA
8
BlackRock Fund Advisors
California
$12.2M -$444K -35,620 -3%
Renaissance Technologies
9
Renaissance Technologies
New York
$9.74M +$268K +21,520 +3%
State Street
10
State Street
Massachusetts
$8.79M -$113K -9,045 -1%
NI
11
Numeric Investors
Massachusetts
$8.63M +$436K +34,971 +5%
TA
12
Teton Advisors
New York
$6.47M +$2.35M +188,819 +52%
Morgan Stanley
13
Morgan Stanley
New York
$5.9M -$451K -36,213 -7%
Northern Trust
14
Northern Trust
Illinois
$5.82M -$189K -15,175 -3%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$5.46M +$41.7K +3,351 +0.7%
NFA
16
Nationwide Fund Advisors
Ohio
$4.88M +$3.7K +297 +0.1%
Stifel Financial
17
Stifel Financial
Missouri
$4.51M +$203K +16,271 +4%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$3.82M +$18K +1,444 +0.4%
Goldman Sachs
19
Goldman Sachs
New York
$3.35M -$181K -14,505 -5%
QBFM
20
QS Batterymarch Financial Management
New York
$3.21M -$931K -74,754 -21%
American Century Companies
21
American Century Companies
Missouri
$2.98M +$18.6K +1,492 +0.6%
Invesco
22
Invesco
Georgia
$2.89M +$1.44M +115,850 +89%
Wells Fargo
23
Wells Fargo
California
$2.82M +$1.63M +131,154 +120%
California Public Employees Retirement System
24
California Public Employees Retirement System
California
$2.72M -$43.1K -3,459 -1%
Charles Schwab
25
Charles Schwab
California
$2.63M +$404K +32,413 +17%

KBAL Hedge Fund Activity: Q3 2014 in Review

115 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Kimball International (KBAL) for Q3 2014, worth a combined $291M — down 11% from $328M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of KBAL and 9 opened new positions — a net loss of 2 holders — while 42 trimmed existing stakes and 36 added.

The largest buyer was Teton Advisors, adding an estimated $2.35M. The largest seller was BlackRock Institutional Trust, cutting an estimated $4.18M.

  • 115 institutional investors held Kimball International (KBAL) as of Q3 2014, down from 117 in Q2 2014.
  • Funds reported $291M of Kimball International stock for Q3 2014, down 11% quarter-over-quarter.
  • 9 funds opened new Kimball International positions in Q3 2014 and 11 closed out, a net change of -2 holders.
  • The largest Kimball International buyer in Q3 2014 was Teton Advisors, an estimated $2.35M added.
  • The largest Kimball International seller in Q3 2014 was BlackRock Institutional Trust, an estimated $4.18M sold.

Based on aggregated 13F filings for Q3 2014.