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KBAL

Kimball International
KBAL

Delisted

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

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98 hedge funds and large institutions have $251M invested in Kimball International in 2016 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 46 increasing their positions, 22 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 22

13% more capital invested

Capital invested by funds: $222M → $251M (+$28.9M)

7% less funds holding

Funds holding: 105 → 98 (-7)

43% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 14

Holders
98
Holders Change
-7
Holders Change %
-6.67%
% of All Funds
2.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
46
Reduced
22
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RA
Royce & Associates
New York
+$5.53M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$4.52M
3
Renaissance Technologies
Renaissance Technologies
New York
+$2.39M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$1.67M
5
AA
Ancora Advisors
Ohio
+$1.01M

Top Sellers

Rank Fund Capital Flow
1
FMWA
Forvis Mazars Wealth Advisors
Missouri
-$6.76M
2
NC
Northpointe Capital
Michigan
-$4.21M
3
EA
Emerald Acquisition
Washington
-$1.9M
4
DSC
Donald Smith & Co
New York
-$1.5M
5
BCM
Bridgeway Capital Management
Texas
-$1.49M
Name Holding Trade Value Shares
Change 		Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$32.1M -$817K -67,068 -3%
RA
2
Royce & Associates
New York
$24.9M +$5.53M +453,334 +31%
Vanguard Group
3
Vanguard Group
Pennsylvania
$22.3M +$4.52M +370,563 +27%
BFA
4
BlackRock Fund Advisors
California
$13.1M +$636K +52,157 +5%
Renaissance Technologies
5
Renaissance Technologies
New York
$11.8M +$2.39M +196,300 +27%
BIT
6
BlackRock Institutional Trust
California
$11.4M +$504K +41,344 +5%
Acadian Asset Management
7
Acadian Asset Management
Massachusetts
$10.4M -$135K -11,071 -1%
TA
8
Teton Advisors
New York
$9.17M – – –
State Street
9
State Street
Massachusetts
$7.86M +$351K +28,837 +5%
DRZID
10
DePrince Race & Zollo Inc (DRZ)
Florida
$7.71M +$573 +47 +0%
Loomis, Sayles & Company
11
Loomis, Sayles & Company
Massachusetts
$7.45M -$187K -15,316 -3%
NC
12
Northpointe Capital
Michigan
$7.16M -$4.21M -345,389 -38%
Northern Trust
13
Northern Trust
Illinois
$5.76M +$174K +14,294 +3%
PAIM
14
Punch & Associates Investment Management
Minnesota
$5.75M +$31.7K +2,600 +0.6%
EA
15
Emerald Acquisition
Washington
$5.38M -$1.9M -155,755 -27%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$5.31M +$187K +15,314 +4%
Stifel Financial
17
Stifel Financial
Missouri
$3.94M – – –
GI
18
GAMCO Investors
Connecticut
$3.64M -$15.1K -1,240 -0.4%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$3.08M +$173K +14,198 +6%
California Public Employees Retirement System
20
California Public Employees Retirement System
California
$2.93M -$150K -12,300 -5%
AA
21
Ancora Advisors
Ohio
$2.87M +$1.01M +83,100 +60%
Morgan Stanley
22
Morgan Stanley
New York
$2.79M +$514K +42,160 +24%
GF
23
Gabelli Funds
New York
$2.65M – – –
Goldman Sachs
24
Goldman Sachs
New York
$2.64M -$63.3K -5,192 -2%
JP Morgan Chase
25
JP Morgan Chase
New York
$2.2M -$2.15K -176 -0.1%
1
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KBAL Hedge Fund Activity: Q3 2016 in Review

98 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Kimball International (KBAL) for Q3 2016, worth a combined $251M — up 13% from $222M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of KBAL and 8 opened new positions — a net loss of 6 holders — while 22 trimmed existing stakes and 46 added.

The largest buyer was Royce & Associates, adding an estimated $5.53M. The largest seller was Forvis Mazars Wealth Advisors, exiting entirely with an estimated $6.76M sold.

  • 98 institutional investors held Kimball International (KBAL) as of Q3 2016, down from 105 in Q2 2016.
  • Funds reported $251M of Kimball International stock for Q3 2016, up 13% quarter-over-quarter.
  • 8 funds opened new Kimball International positions in Q3 2016 and 14 closed out, a net change of -6 holders.
  • The largest Kimball International buyer in Q3 2016 was Royce & Associates, an estimated $5.53M added.
  • The largest Kimball International seller in Q3 2016 was Forvis Mazars Wealth Advisors, an estimated $6.76M sold.

Based on aggregated 13F filings for Q3 2016.