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KBAL

Kimball International

Delisted

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

106 hedge funds and large institutions have $175M invested in Kimball International in 2015 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 33 increasing their positions, 46 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less capital invested

Capital invested by funds: $180M → $175M (-$4.93M)

3% less funds holding

Funds holding: 109106 (-3)

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

28% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 46

Holders
106
Holders Change
-3
Holders Change %
-2.75%
% of All Funds
2.78%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
33
Reduced
46
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$25.9M -$381K -34,392 -1%
RA
2
Royce & Associates
New York
$13.2M -$122K -11,000 -0.8%
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$10.8M -$2.41M -217,450 -16%
Vanguard Group
4
Vanguard Group
Pennsylvania
$10.3M +$273K +24,606 +2%
BFA
5
BlackRock Fund Advisors
California
$8.8M +$310K +27,957 +3%
BIT
6
BlackRock Institutional Trust
California
$8.29M +$136K +12,268 +1%
NC
7
Northpointe Capital
Michigan
$7.49M
TA
8
Teton Advisors
New York
$6.84M +$451K +40,670 +6%
State Street
9
State Street
Massachusetts
$6.74M +$163K +14,657 +2%
RFC
10
Russell Frank Company
Washington
$6.1M -$1.26M -113,639 -16%
Renaissance Technologies
11
Renaissance Technologies
New York
$5.8M +$641K +57,847 +11%
DSC
12
Donald Smith & Co
New York
$4.47M -$2.37M -214,031 -32%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$3.94M -$268K -24,177 -6%
Northern Trust
14
Northern Trust
Illinois
$3.65M -$28.6K -2,581 -0.7%
Stifel Financial
15
Stifel Financial
Missouri
$2.98M -$3.99K -360 -0.1%
PAIM
16
Punch & Associates Investment Management
Minnesota
$2.88M +$377K +34,000 +13%
GI
17
GAMCO Investors
Connecticut
$2.63M +$447K +40,350 +18%
California Public Employees Retirement System
18
California Public Employees Retirement System
California
$2.36M -$71K -6,400 -3%
GF
19
Gabelli Funds
New York
$2.1M +$144K +13,000 +6%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$2.02M -$446K -40,241 -16%
Morgan Stanley
21
Morgan Stanley
New York
$1.89M +$214K +19,274 +11%
Goldman Sachs
22
Goldman Sachs
New York
$1.83M -$253K -22,772 -11%
TCIM
23
TIAA CREF Investment Management
New York
$1.77M +$45.4K +4,094 +2%
JP Morgan Chase
24
JP Morgan Chase
New York
$1.69M -$653K -58,900 -25%
D.E. Shaw & Co
25
D.E. Shaw & Co
New York
$1.45M +$256K +23,066 +18%

KBAL Hedge Fund Activity: Q4 2015 in Review

106 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Kimball International (KBAL) for Q4 2015, worth a combined $175M — down 2.7% from $180M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of KBAL and 6 opened new positions — a net loss of 2 holders — while 46 trimmed existing stakes and 33 added.

The largest buyer was TFS Capital, opening a new position worth an estimated $828K. The largest seller was Acadian Asset Management, cutting an estimated $2.41M.

  • 106 institutional investors held Kimball International (KBAL) as of Q4 2015, down from 109 in Q3 2015.
  • Funds reported $175M of Kimball International stock for Q4 2015, down 2.7% quarter-over-quarter.
  • 6 funds opened new Kimball International positions in Q4 2015 and 8 closed out, a net change of -2 holders.
  • The largest Kimball International buyer in Q4 2015 was TFS Capital, an estimated $828K added.
  • The largest Kimball International seller in Q4 2015 was Acadian Asset Management, an estimated $2.41M sold.

Based on aggregated 13F filings for Q4 2015.