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KBAL

Kimball International

Delisted

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

122 hedge funds and large institutions have $455M invested in Kimball International in 2017 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 42 increasing their positions, 47 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more capital invested

Capital invested by funds: $395M → $455M (+$60.5M)

5% less funds holding

Funds holding: 128122 (-6)

11% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 47

35% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 17

Holders
122
Holders Change
-6
Holders Change %
-4.69%
% of All Funds
3.04%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
42
Reduced
47
Closed
17
Calls
$1K
Puts
Net Calls
+$1K
Net Calls Change
+$1K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$52.7M +$2.86M +167,859 +7%
RA
2
Royce & Associates
New York
$48.6M -$1.43M -84,106 -3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$41.9M -$1.34M -78,571 -4%
Vanguard Group
4
Vanguard Group
Pennsylvania
$41.4M -$251K -14,708 -0.7%
Renaissance Technologies
5
Renaissance Technologies
New York
$29.2M +$2.82M +165,509 +13%
Acadian Asset Management
6
Acadian Asset Management
Massachusetts
$23.9M -$2.58M -151,013 -11%
State Street
7
State Street
Massachusetts
$15M +$16.3K +958 +0.1%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$13.9M +$829K +48,612 +7%
TA
9
Teton Advisors
New York
$11.5M -$85.3K -5,000 -0.9%
Northern Trust
10
Northern Trust
Illinois
$9.16M -$138K -8,116 -2%
Goldman Sachs
11
Goldman Sachs
New York
$9.08M -$532K -31,183 -6%
WC
12
Walthausen & Co
New York
$9.03M -$42K -2,460 -0.5%
Loomis, Sayles & Company
13
Loomis, Sayles & Company
Massachusetts
$7.89M -$108K -6,334 -2%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$7.72M +$221K +12,938 +3%
Morgan Stanley
15
Morgan Stanley
New York
$6.25M -$22.8K -1,338 -0.4%
PAIM
16
Punch & Associates Investment Management
Minnesota
$5.9M +$47.8K +2,800 +0.9%
TCIM
17
TIAA CREF Investment Management
New York
$5.37M -$873K -51,147 -16%
Russell Investments Group
18
Russell Investments Group
United Kingdom
$5.32M -$351K -20,561 -7%
Arrowstreet Capital
19
Arrowstreet Capital
Massachusetts
$5.23M -$1.14M -66,756 -20%
PAM
20
Panagora Asset Management
Massachusetts
$4.86M +$518K +30,346 +14%
AQR Capital Management
21
AQR Capital Management
Connecticut
$4.37M +$2.38M +139,390 +171%
Charles Schwab
22
Charles Schwab
California
$4.34M +$564K +33,083 +18%
AllianceBernstein
23
AllianceBernstein
Tennessee
$4.1M +$54.8K +3,210 +2%
GI
24
GAMCO Investors
Connecticut
$4.02M -$176K -10,300 -5%
GF
25
Gabelli Funds
New York
$3.76M

KBAL Hedge Fund Activity: Q3 2017 in Review

122 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Kimball International (KBAL) for Q3 2017, worth a combined $455M — up 15% from $395M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of KBAL and 11 opened new positions — a net loss of 6 holders — while 47 trimmed existing stakes and 42 added.

The largest buyer was BlackRock, adding an estimated $2.86M. The largest seller was Forvis Mazars Wealth Advisors, exiting entirely with an estimated $7.66M sold.

  • 122 institutional investors held Kimball International (KBAL) as of Q3 2017, down from 128 in Q2 2017.
  • Funds reported $455M of Kimball International stock for Q3 2017, up 15% quarter-over-quarter.
  • 11 funds opened new Kimball International positions in Q3 2017 and 17 closed out, a net change of -6 holders.
  • The largest Kimball International buyer in Q3 2017 was BlackRock, an estimated $2.86M added.
  • The largest Kimball International seller in Q3 2017 was Forvis Mazars Wealth Advisors, an estimated $7.66M sold.

Based on aggregated 13F filings for Q3 2017.