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KBAL

Kimball International

Delisted

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

104 hedge funds and large institutions have $208M invested in Kimball International in 2016 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 42 increasing their positions, 30 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 30

19% more capital invested

Capital invested by funds: $175M → $208M (+$32.6M)

2% less funds holding

Funds holding: 106104 (-2)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

Holders
104
Holders Change
-2
Holders Change %
-1.89%
% of All Funds
2.77%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
6
Increased
42
Reduced
30
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$29.5M -$572K -54,213 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$14.9M +$2.73M +258,550 +24%
RA
3
Royce & Associates
New York
$14.8M -$549K -52,000 -4%
NC
4
Northpointe Capital
Michigan
$13M +$3.74M +354,233 +45%
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$10.4M -$1.96M -185,821 -17%
BFA
6
BlackRock Fund Advisors
California
$10.1M -$145K -13,704 -2%
BIT
7
BlackRock Institutional Trust
California
$9.45M -$171K -16,191 -2%
Renaissance Technologies
8
Renaissance Technologies
New York
$8.35M +$1.49M +141,428 +24%
TA
9
Teton Advisors
New York
$8.06M +$106K +10,000 +1%
RFC
10
Russell Frank Company
Washington
$6.69M -$263K -24,925 -4%
State Street
11
State Street
Massachusetts
$6.64M -$1.1M -104,593 -15%
Loomis, Sayles & Company
12
Loomis, Sayles & Company
Massachusetts
$6.38M +$4.84M +458,630 +442%
PAIM
13
Punch & Associates Investment Management
Minnesota
$4.61M +$1.17M +111,000 +38%
Northern Trust
14
Northern Trust
Illinois
$4.38M +$125K +11,823 +3%
DSC
15
Donald Smith & Co
New York
$3.49M -$1.58M -150,134 -33%
Stifel Financial
16
Stifel Financial
Missouri
$3.46M
GI
17
GAMCO Investors
Connecticut
$3.17M +$112K +10,617 +4%
California Public Employees Retirement System
18
California Public Employees Retirement System
California
$2.78M +$35.9K +3,400 +1%
Goldman Sachs
19
Goldman Sachs
New York
$2.72M +$553K +52,430 +28%
GF
20
Gabelli Funds
New York
$2.46M +$21.1K +2,000 +0.9%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$2.38M +$35.3K +3,347 +2%
TCIM
22
TIAA CREF Investment Management
New York
$2.15M +$92.4K +8,761 +5%
JP Morgan Chase
23
JP Morgan Chase
New York
$1.93M -$33.8K -3,200 -2%
BCM
24
Bridgeway Capital Management
Texas
$1.86M +$291K +27,600 +20%
D.E. Shaw & Co
25
D.E. Shaw & Co
New York
$1.78M +$92K +8,723 +6%

KBAL Hedge Fund Activity: Q1 2016 in Review

104 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Kimball International (KBAL) for Q1 2016, worth a combined $208M — up 19% from $175M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of KBAL and 6 opened new positions — a net loss of 1 holder — while 30 trimmed existing stakes and 42 added.

The largest buyer was Loomis, Sayles & Company, adding an estimated $4.84M. The largest seller was Acadian Asset Management, cutting an estimated $1.96M.

  • 104 institutional investors held Kimball International (KBAL) as of Q1 2016, down from 106 in Q4 2015.
  • Funds reported $208M of Kimball International stock for Q1 2016, up 19% quarter-over-quarter.
  • 6 funds opened new Kimball International positions in Q1 2016 and 7 closed out, a net change of -1 holder.
  • The largest Kimball International buyer in Q1 2016 was Loomis, Sayles & Company, an estimated $4.84M added.
  • The largest Kimball International seller in Q1 2016 was Acadian Asset Management, an estimated $1.96M sold.

Based on aggregated 13F filings for Q1 2016.