We are live on ! Find out more
KBAL

Kimball International

Delisted

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

112 hedge funds and large institutions have $376M invested in Kimball International in 2016 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 40 increasing their positions, 36 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 6

50% more capital invested

Capital invested by funds: $251M → $376M (+$124M)

14% more funds holding

Funds holding: 98112 (+14)

11% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 36

Holders
112
Holders Change
+14
Holders Change %
+14.29%
% of All Funds
2.8%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
22
Increased
40
Reduced
36
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
$43.5M -$64.8K -4,412 -0.2%
RA
2
Royce & Associates
New York
$36.9M +$2.68M +182,385 +9%
Vanguard Group
3
Vanguard Group
Pennsylvania
$32.1M +$1.46M +99,721 +6%
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$25.8M +$9.72M +661,842 +82%
BFA
5
BlackRock Fund Advisors
California
$20.4M +$2.18M +148,760 +15%
BIT
6
BlackRock Institutional Trust
California
$17.4M +$1.6M +108,826 +12%
Renaissance Technologies
7
Renaissance Technologies
New York
$16.9M +$727K +49,500 +5%
TA
8
Teton Advisors
New York
$11.9M -$485K -33,000 -5%
State Street
9
State Street
Massachusetts
$11.4M +$632K +43,036 +7%
Loomis, Sayles & Company
10
Loomis, Sayles & Company
Massachusetts
$10.1M -$43K -2,931 -0.5%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$9.82M +$2.19M +148,920 +36%
DRZID
12
DePrince Race & Zollo Inc (DRZ)
Florida
$8.26M -$1.84M -125,373 -21%
Northern Trust
13
Northern Trust
Illinois
$8.01M +$161K +10,953 +2%
Morgan Stanley
14
Morgan Stanley
New York
$6.66M +$2.41M +163,846 +76%
PAIM
15
Punch & Associates Investment Management
Minnesota
$6.44M -$1.15M -78,000 -18%
Stifel Financial
16
Stifel Financial
Missouri
$5.35M
Bank of New York Mellon
17
Bank of New York Mellon
New York
$4.88M +$585K +39,814 +17%
NC
18
Northpointe Capital
Michigan
$4.87M -$4.05M -275,442 -50%
Russell Investments Group
19
Russell Investments Group
United Kingdom
$4.6M +$3.81M +259,547 New
GI
20
GAMCO Investors
Connecticut
$4.58M -$302K -20,560 -7%
AA
21
Ancora Advisors
Ohio
$4.11M +$174K +11,870 +5%
Goldman Sachs
22
Goldman Sachs
New York
$4.06M +$405K +27,543 +14%
TCIM
23
TIAA CREF Investment Management
New York
$3.82M +$827K +56,279 +35%
California Public Employees Retirement System
24
California Public Employees Retirement System
California
$3.71M -$220K -15,000 -7%
GF
25
Gabelli Funds
New York
$3.56M -$29.6K -2,018 -1%

KBAL Hedge Fund Activity: Q4 2016 in Review

112 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Kimball International (KBAL) for Q4 2016, worth a combined $376M — up 50% from $251M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new KBAL positions and 6 closed out — a net gain of 16 holders — while 40 added to existing stakes and 36 trimmed.

The largest buyer was Acadian Asset Management, adding an estimated $9.72M. The largest seller was Northpointe Capital, cutting an estimated $4.05M.

  • 112 institutional investors held Kimball International (KBAL) as of Q4 2016, up from 98 in Q3 2016.
  • Funds reported $376M of Kimball International stock for Q4 2016, up 50% quarter-over-quarter.
  • 22 funds opened new Kimball International positions in Q4 2016 and 6 closed out, a net change of +16 holders.
  • The largest Kimball International buyer in Q4 2016 was Acadian Asset Management, an estimated $9.72M added.
  • The largest Kimball International seller in Q4 2016 was Northpointe Capital, an estimated $4.05M sold.

Based on aggregated 13F filings for Q4 2016.