We are live on ! Find out more
KBAL

Kimball International

Delisted

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

113 hedge funds and large institutions have $172M invested in Kimball International in 2014 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 21 increasing their positions, 74 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 18

2% less funds holding

Funds holding: 115113 (-2)

41% less capital invested

Capital invested by funds: $291M → $172M (-$119M)

72% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 74

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $9K

Holders
113
Holders Change
-2
Holders Change %
-1.74%
% of All Funds
3.01%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
21
Reduced
74
Closed
18
Calls
Puts
$9K
Net Calls
-$9K
Net Calls Change
+$6K
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$23.6M -$7.55M -700,861 -21%
DSC
2
Donald Smith & Co
New York
$13M -$4.32M -401,380 -22%
RA
3
Royce & Associates
New York
$11.1M -$913K -84,760 -7%
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$10.9M -$2.61M -242,017 -17%
JP Morgan Chase
5
JP Morgan Chase
New York
$9.53M -$3.74M -347,011 -25%
Vanguard Group
6
Vanguard Group
Pennsylvania
$8.63M -$5.6M -520,384 -35%
BFA
7
BlackRock Fund Advisors
California
$8.57M -$1.08M -100,104 -10%
BIT
8
BlackRock Institutional Trust
California
$7.5M -$3.51M -325,561 -28%
Renaissance Technologies
9
Renaissance Technologies
New York
$5.65M -$2.26M -209,614 -25%
State Street
10
State Street
Massachusetts
$5.23M -$1.88M -174,805 -23%
RFC
11
Russell Frank Company
Washington
$4.62M +$4.18M +388,050 +324%
TA
12
Teton Advisors
New York
$4.47M -$654K -60,780 -11%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$3.91M -$383K -35,547 -8%
Northern Trust
14
Northern Trust
Illinois
$3.36M -$1.36M -126,730 -26%
Stifel Financial
15
Stifel Financial
Missouri
$2.78M -$848K -78,745 -21%
California Public Employees Retirement System
16
California Public Employees Retirement System
California
$2.44M +$268K +24,895 +11%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$2.36M -$718K -66,691 -20%
Morgan Stanley
18
Morgan Stanley
New York
$2.08M -$2.94M -273,197 -54%
BCM
19
Bridgeway Capital Management
Texas
$1.93M +$257K +23,876 +13%
Goldman Sachs
20
Goldman Sachs
New York
$1.89M -$841K -78,143 -27%
Charles Schwab
21
Charles Schwab
California
$1.74M -$361K -33,536 -15%
QI
22
QS Investors
New York
$1.64M +$1.19M +110,238 +160%
NFA
23
Nationwide Fund Advisors
Ohio
$1.53M -$2.67M -247,512 -60%
AI
24
Analytic Investors
California
$1.51M +$608K +56,419 +52%
TCIM
25
TIAA CREF Investment Management
New York
$1.48M -$559K -51,886 -24%

KBAL Hedge Fund Activity: Q4 2014 in Review

113 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Kimball International (KBAL) for Q4 2014, worth a combined $172M — down 41% from $291M a quarter earlier.

Fund positioning in KBAL was balanced in Q4 2014: 18 funds opened new positions, 18 closed out, 21 added to existing stakes and 74 trimmed.

The largest buyer was Russell Frank Company, adding an estimated $4.18M. The largest seller was Numeric Investors, exiting entirely with an estimated $8.63M sold.

  • 113 institutional investors held Kimball International (KBAL) as of Q4 2014, down from 115 in Q3 2014.
  • Funds reported $172M of Kimball International stock for Q4 2014, down 41% quarter-over-quarter.
  • 18 funds opened new Kimball International positions in Q4 2014 and 18 closed out, a net change of 0 holders.
  • The largest Kimball International buyer in Q4 2014 was Russell Frank Company, an estimated $4.18M added.
  • The largest Kimball International seller in Q4 2014 was Numeric Investors, an estimated $8.63M sold.

Based on aggregated 13F filings for Q4 2014.