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KBAL

Kimball International

Delisted

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

115 hedge funds and large institutions have $372M invested in Kimball International in 2017 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 39 increasing their positions, 39 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 9

3% more funds holding

Funds holding: 112115 (+3)

0% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 39

1% less capital invested

Capital invested by funds: $376M → $372M (-$3.88M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
115
Holders Change
+3
Holders Change %
+2.68%
% of All Funds
2.86%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
18
Increased
39
Reduced
39
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RA
1
Royce & Associates
New York
$43.7M +$9.14M +547,081 +26%
BlackRock
2
BlackRock
New York
$41.9M +$42.4M +2,535,167 +84,959%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$39.2M -$1.72M -102,759 -4%
Vanguard Group
4
Vanguard Group
Pennsylvania
$32.2M +$2.16M +128,964 +7%
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$23.3M -$998K -59,727 -4%
Renaissance Technologies
6
Renaissance Technologies
New York
$17.7M +$1.9M +113,500 +12%
State Street
7
State Street
Massachusetts
$12M +$1.3M +78,059 +12%
TA
8
Teton Advisors
New York
$10.4M -$769K -46,000 -7%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$10.2M +$1.01M +60,219 +11%
Loomis, Sayles & Company
10
Loomis, Sayles & Company
Massachusetts
$9.24M -$215K -12,885 -2%
Northern Trust
11
Northern Trust
Illinois
$7.88M +$363K +21,720 +5%
PAIM
12
Punch & Associates Investment Management
Minnesota
$5.88M -$167K -10,000 -3%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$5.26M +$686K +41,018 +15%
Morgan Stanley
14
Morgan Stanley
New York
$5.24M -$1.03M -61,773 -16%
Stifel Financial
15
Stifel Financial
Missouri
$5.05M +$27.4K +1,638 +0.5%
DRZID
16
DePrince Race & Zollo Inc (DRZ)
Florida
$4.95M -$2.85M -170,705 -36%
Goldman Sachs
17
Goldman Sachs
New York
$4.77M +$961K +57,498 +25%
Arrowstreet Capital
18
Arrowstreet Capital
Massachusetts
$4.49M +$4.54M +271,872 New
TCIM
19
TIAA CREF Investment Management
New York
$4.34M +$762K +45,595 +21%
WC
20
Walthausen & Co
New York
$3.94M +$2.32M +138,600 +139%
GI
21
GAMCO Investors
Connecticut
$3.68M -$627K -37,500 -14%
Russell Investments Group
22
Russell Investments Group
United Kingdom
$3.64M -$648K -38,783 -15%
GF
23
Gabelli Funds
New York
$3.3M -$50.1K -3,000 -1%
AllianceBernstein
24
AllianceBernstein
Tennessee
$3.19M +$2.62M +156,930 +429%
D.E. Shaw & Co
25
D.E. Shaw & Co
New York
$3.16M +$64.5K +3,857 +2%

KBAL Hedge Fund Activity: Q1 2017 in Review

115 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Kimball International (KBAL) for Q1 2017, worth a combined $372M — down 1% from $376M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new KBAL positions and 9 closed out — a net gain of 9 holders — while 39 added to existing stakes and 39 trimmed.

The largest buyer was BlackRock, adding an estimated $42.4M. The largest seller was Ancora Advisors, cutting an estimated $2.97M.

  • 115 institutional investors held Kimball International (KBAL) as of Q1 2017, up from 112 in Q4 2016.
  • Funds reported $372M of Kimball International stock for Q1 2017, down 1% quarter-over-quarter.
  • 18 funds opened new Kimball International positions in Q1 2017 and 9 closed out, a net change of +9 holders.
  • The largest Kimball International buyer in Q1 2017 was BlackRock, an estimated $42.4M added.
  • The largest Kimball International seller in Q1 2017 was Ancora Advisors, an estimated $2.97M sold.

Based on aggregated 13F filings for Q1 2017.