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KBAL

Kimball International

Delisted

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

108 hedge funds and large institutions have $229M invested in Kimball International in 2015 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 44 increasing their positions, 33 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 9

33% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 33

16% more capital invested

Capital invested by funds: $198M → $229M (+$30.8M)

6% more funds holding

Funds holding: 102108 (+6)

Holders
108
Holders Change
+6
Holders Change %
+5.88%
% of All Funds
2.91%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
44
Reduced
33
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$31M +$70.6K +6,130 +0.2%
Acadian Asset Management
2
Acadian Asset Management
Massachusetts
$16.8M +$1.5M +130,174 +10%
RA
3
Royce & Associates
New York
$15.7M +$2.13M +184,800 +17%
Vanguard Group
4
Vanguard Group
Pennsylvania
$12.2M +$285K +24,748 +3%
BFA
5
BlackRock Fund Advisors
California
$10.7M -$636K -55,217 -6%
BIT
6
BlackRock Institutional Trust
California
$9.25M -$801K -69,502 -8%
RFC
7
Russell Frank Company
Washington
$8.96M +$2.62M +227,022 +45%
State Street
8
State Street
Massachusetts
$8.4M +$442K +38,326 +6%
DSC
9
Donald Smith & Co
New York
$8.24M -$3.81M -330,656 -33%
TA
10
Teton Advisors
New York
$7.42M
Renaissance Technologies
11
Renaissance Technologies
New York
$6.35M -$150K -13,009 -2%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$5.41M +$137K +11,908 +3%
AAM
13
ACK Asset Management
Connecticut
$5.13M -$33.4K -2,900 -0.7%
Northern Trust
14
Northern Trust
Illinois
$4.42M -$62.8K -5,449 -1%
CIBC Private Wealth Group
15
CIBC Private Wealth Group
Georgia
$3.72M +$3.52M +305,687 New
Stifel Financial
16
Stifel Financial
Missouri
$3.71M -$2.95K -256 -0.1%
JP Morgan Chase
17
JP Morgan Chase
New York
$3.54M -$7.84M -680,002 -70%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$3.37M +$71.8K +6,226 +2%
California Public Employees Retirement System
19
California Public Employees Retirement System
California
$3.12M
Goldman Sachs
20
Goldman Sachs
New York
$2.79M +$248K +21,515 +10%
PAIM
21
Punch & Associates Investment Management
Minnesota
$2.79M +$1.2M +104,000 +83%
BCM
22
Bridgeway Capital Management
Texas
$2.57M
GF
23
Gabelli Funds
New York
$2.38M +$98.2K +8,518 +5%
Barrow, Hanley, Mewhinney & Strauss
24
Barrow, Hanley, Mewhinney & Strauss
Texas
$2.25M +$92.3K +8,008 +5%
TCIM
25
TIAA CREF Investment Management
New York
$2.19M -$136K -11,809 -6%

KBAL Hedge Fund Activity: Q2 2015 in Review

108 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Kimball International (KBAL) for Q2 2015, worth a combined $229M — up 16% from $198M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new KBAL positions and 9 closed out — a net gain of 6 holders — while 44 added to existing stakes and 33 trimmed.

The largest buyer was CIBC Private Wealth Group, opening a new position worth an estimated $3.52M. The largest seller was JP Morgan Chase, cutting an estimated $7.84M.

  • 108 institutional investors held Kimball International (KBAL) as of Q2 2015, up from 102 in Q1 2015.
  • Funds reported $229M of Kimball International stock for Q2 2015, up 16% quarter-over-quarter.
  • 15 funds opened new Kimball International positions in Q2 2015 and 9 closed out, a net change of +6 holders.
  • The largest Kimball International buyer in Q2 2015 was CIBC Private Wealth Group, an estimated $3.52M added.
  • The largest Kimball International seller in Q2 2015 was JP Morgan Chase, an estimated $7.84M sold.

Based on aggregated 13F filings for Q2 2015.