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KBAL

Kimball International

Delisted

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

128 hedge funds and large institutions have $395M invested in Kimball International in 2017 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 46 increasing their positions, 42 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 5

11% more funds holding

Funds holding: 115128 (+13)

6% more capital invested

Capital invested by funds: $372M → $395M (+$22.9M)

10% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 42

Holders
128
Holders Change
+13
Holders Change %
+11.3%
% of All Funds
3.19%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
46
Reduced
42
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RA
1
Royce & Associates
New York
$42.4M -$1.86M -107,057 -4%
BlackRock
2
BlackRock
New York
$41.7M -$668K -38,560 -2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$36.7M -$3.06M -176,536 -7%
Vanguard Group
4
Vanguard Group
Pennsylvania
$35.2M +$2.66M +153,584 +8%
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$22.7M -$886K -51,147 -4%
Renaissance Technologies
6
Renaissance Technologies
New York
$21.8M +$4.05M +233,800 +22%
State Street
7
State Street
Massachusetts
$12.7M +$511K +29,509 +4%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$10.9M +$595K +34,316 +6%
TA
9
Teton Advisors
New York
$9.81M -$728K -42,000 -7%
Goldman Sachs
10
Goldman Sachs
New York
$8.19M +$3.5M +201,663 +70%
Northern Trust
11
Northern Trust
Illinois
$7.87M -$112K -6,473 -1%
FMWA
12
Forvis Mazars Wealth Advisors
Missouri
$7.66M +$7.96M +459,138 New
WC
13
Walthausen & Co
New York
$7.66M +$3.82M +220,460 +92%
Loomis, Sayles & Company
14
Loomis, Sayles & Company
Massachusetts
$6.77M -$2.67M -154,312 -28%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$6.3M +$1.01M +58,370 +18%
Arrowstreet Capital
16
Arrowstreet Capital
Massachusetts
$5.53M +$1.03M +59,200 +22%
TCIM
17
TIAA CREF Investment Management
New York
$5.38M +$1.03M +59,199 +22%
Morgan Stanley
18
Morgan Stanley
New York
$5.3M +$3.45K +199 +0.1%
Stifel Financial
19
Stifel Financial
Missouri
$5.11M -$3.6K -208 -0.1%
PAIM
20
Punch & Associates Investment Management
Minnesota
$4.94M -$1.05M -60,800 -17%
Russell Investments Group
21
Russell Investments Group
United Kingdom
$4.83M +$1.19M +68,672 +31%
PAM
22
Panagora Asset Management
Massachusetts
$3.6M +$1.7M +98,159 +84%
GI
23
GAMCO Investors
Connecticut
$3.56M -$166K -9,600 -4%
AllianceBernstein
24
AllianceBernstein
Tennessee
$3.41M +$184K +10,620 +5%
GF
25
Gabelli Funds
New York
$3.17M -$173K -10,000 -5%

KBAL Hedge Fund Activity: Q2 2017 in Review

128 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Kimball International (KBAL) for Q2 2017, worth a combined $395M — up 6.2% from $372M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new KBAL positions and 5 closed out — a net gain of 15 holders — while 46 added to existing stakes and 42 trimmed.

The largest buyer was Forvis Mazars Wealth Advisors, opening a new position worth an estimated $7.96M. The largest seller was DePrince Race & Zollo Inc (DRZ), cutting an estimated $3.72M.

  • 128 institutional investors held Kimball International (KBAL) as of Q2 2017, up from 115 in Q1 2017.
  • Funds reported $395M of Kimball International stock for Q2 2017, up 6.2% quarter-over-quarter.
  • 20 funds opened new Kimball International positions in Q2 2017 and 5 closed out, a net change of +15 holders.
  • The largest Kimball International buyer in Q2 2017 was Forvis Mazars Wealth Advisors, an estimated $7.96M added.
  • The largest Kimball International seller in Q2 2017 was DePrince Race & Zollo Inc (DRZ), an estimated $3.72M sold.

Based on aggregated 13F filings for Q2 2017.