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KBAL

Kimball International

Delisted

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

105 hedge funds and large institutions have $222M invested in Kimball International in 2016 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 39 increasing their positions, 34 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

15% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 34

7% more capital invested

Capital invested by funds: $208M → $222M (+$14.6M)

1% more funds holding

Funds holding: 104105 (+1)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
105
Holders Change
+1
Holders Change %
+0.96%
% of All Funds
2.8%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
9
Increased
39
Reduced
34
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$29M -$601K -53,030 -2%
RA
2
Royce & Associates
New York
$16.7M +$1.9M +167,863 +13%
Vanguard Group
3
Vanguard Group
Pennsylvania
$15.4M +$452K +39,901 +3%
BFA
4
BlackRock Fund Advisors
California
$10.9M +$842K +74,275 +8%
NC
5
Northpointe Capital
Michigan
$10.2M -$2.81M -248,017 -22%
BIT
6
BlackRock Institutional Trust
California
$9.6M +$124K +10,964 +1%
Acadian Asset Management
7
Acadian Asset Management
Massachusetts
$9.31M -$1.1M -97,223 -11%
Renaissance Technologies
8
Renaissance Technologies
New York
$8.15M -$220K -19,400 -3%
TA
9
Teton Advisors
New York
$8.07M -$13.4K -1,179 -0.2%
DRZID
10
DePrince Race & Zollo Inc (DRZ)
Florida
$6.78M +$5.46M +481,752 +423%
FMWA
11
Forvis Mazars Wealth Advisors
Missouri
$6.76M +$6.35M +560,181 +1,676%
Loomis, Sayles & Company
12
Loomis, Sayles & Company
Massachusetts
$6.73M +$325K +28,705 +5%
State Street
13
State Street
Massachusetts
$6.59M -$69K -6,089 -1%
EA
14
Emerald Acquisition
Washington
$6.51M +$6.48M +571,685 New
PAIM
15
Punch & Associates Investment Management
Minnesota
$5.03M +$408K +36,000 +9%
Northern Trust
16
Northern Trust
Illinois
$4.9M +$514K +45,331 +12%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$4.5M +$35.7K +3,146 +0.8%
Stifel Financial
18
Stifel Financial
Missouri
$3.46M
GI
19
GAMCO Investors
Connecticut
$3.21M +$33.8K +2,983 +1%
California Public Employees Retirement System
20
California Public Employees Retirement System
California
$2.72M -$68K -6,000 -2%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$2.55M +$163K +14,412 +7%
Goldman Sachs
22
Goldman Sachs
New York
$2.38M -$350K -30,900 -13%
GF
23
Gabelli Funds
New York
$2.33M -$137K -12,100 -6%
Morgan Stanley
24
Morgan Stanley
New York
$1.97M +$291K +25,688 +17%
JP Morgan Chase
25
JP Morgan Chase
New York
$1.94M +$4.26K +376 +0.2%

KBAL Hedge Fund Activity: Q2 2016 in Review

105 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Kimball International (KBAL) for Q2 2016, worth a combined $222M — up 7% from $208M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new KBAL positions and 6 closed out — a net gain of 3 holders — while 39 added to existing stakes and 34 trimmed.

The largest buyer was Forvis Mazars Wealth Advisors, adding an estimated $6.35M. The largest seller was Northpointe Capital, cutting an estimated $2.81M.

  • 105 institutional investors held Kimball International (KBAL) as of Q2 2016, up from 104 in Q1 2016.
  • Funds reported $222M of Kimball International stock for Q2 2016, up 7% quarter-over-quarter.
  • 9 funds opened new Kimball International positions in Q2 2016 and 6 closed out, a net change of +3 holders.
  • The largest Kimball International buyer in Q2 2016 was Forvis Mazars Wealth Advisors, an estimated $6.35M added.
  • The largest Kimball International seller in Q2 2016 was Northpointe Capital, an estimated $2.81M sold.

Based on aggregated 13F filings for Q2 2016.