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KBAL

Kimball International

Delisted

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

102 hedge funds and large institutions have $198M invested in Kimball International in 2015 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 34 increasing their positions, 40 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more capital invested

Capital invested by funds: $172M → $198M (+$25.8M)

10% less funds holding

Funds holding: 113102 (-11)

15% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 40

61% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 18

Holders
102
Holders Change
-11
Holders Change %
-9.73%
% of All Funds
2.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
34
Reduced
40
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$26.6M -$439K -46,324 -2%
Acadian Asset Management
2
Acadian Asset Management
Massachusetts
$13.1M +$508K +53,619 +4%
RA
3
Royce & Associates
New York
$11.6M -$1.02M -107,600 -9%
DSC
4
Donald Smith & Co
New York
$10.6M -$3.99M -420,578 -29%
Vanguard Group
5
Vanguard Group
Pennsylvania
$10.2M +$290K +30,643 +3%
JP Morgan Chase
6
JP Morgan Chase
New York
$10.2M -$702K -74,050 -7%
BFA
7
BlackRock Fund Advisors
California
$9.84M -$6.12K -646 -0.1%
BIT
8
BlackRock Institutional Trust
California
$8.7M +$67.2K +7,093 +0.9%
State Street
9
State Street
Massachusetts
$6.84M +$753K +79,507 +14%
TA
10
Teton Advisors
New York
$6.39M +$1.14M +119,908 +24%
Renaissance Technologies
11
Renaissance Technologies
New York
$5.61M -$795K -83,881 -14%
RFC
12
Russell Frank Company
Washington
$5.34M +$16.7K +1,766 +0.3%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$4.54M +$35.6K +3,755 +0.9%
AAM
14
ACK Asset Management
Connecticut
$4.46M +$4.03M +425,200 New
Northern Trust
15
Northern Trust
Illinois
$3.87M +$7.6K +802 +0.2%
Stifel Financial
16
Stifel Financial
Missouri
$3.2M
Bank of New York Mellon
17
Bank of New York Mellon
New York
$2.84M +$113K +11,876 +5%
SFM
18
Systematic Financial Management
New Jersey
$2.79M +$2.52M +265,680 +76,126%
Charles Schwab
19
Charles Schwab
California
$2.72M +$653K +68,920 +36%
California Public Employees Retirement System
20
California Public Employees Retirement System
California
$2.44M
BCM
21
Bridgeway Capital Management
Texas
$2.21M -$3.32K -350 -0.2%
Goldman Sachs
22
Goldman Sachs
New York
$2.17M +$190 +20 +0%
TCIM
23
TIAA CREF Investment Management
New York
$2.02M +$285K +30,120 +19%
GF
24
Gabelli Funds
New York
$1.96M +$616K +65,000 +53%
Barrow, Hanley, Mewhinney & Strauss
25
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.86M +$1.68M +177,120 New

KBAL Hedge Fund Activity: Q1 2015 in Review

102 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Kimball International (KBAL) for Q1 2015, worth a combined $198M — up 15% from $172M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of KBAL and 7 opened new positions — a net loss of 11 holders — while 40 trimmed existing stakes and 34 added.

The largest buyer was ACK Asset Management, opening a new position worth an estimated $4.03M. The largest seller was Donald Smith & Co, cutting an estimated $3.99M.

  • 102 institutional investors held Kimball International (KBAL) as of Q1 2015, down from 113 in Q4 2014.
  • Funds reported $198M of Kimball International stock for Q1 2015, up 15% quarter-over-quarter.
  • 7 funds opened new Kimball International positions in Q1 2015 and 18 closed out, a net change of -11 holders.
  • The largest Kimball International buyer in Q1 2015 was ACK Asset Management, an estimated $4.03M added.
  • The largest Kimball International seller in Q1 2015 was Donald Smith & Co, an estimated $3.99M sold.

Based on aggregated 13F filings for Q1 2015.