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KBAL

Kimball International

Delisted

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

116 hedge funds and large institutions have $409M invested in Kimball International in 2018 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 38 increasing their positions, 47 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% less funds holding

Funds holding: 123116 (-7)

7% less capital invested

Capital invested by funds: $438M → $409M (-$29.2M)

19% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 47

35% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 17

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $298K

Holders
116
Holders Change
-7
Holders Change %
-5.69%
% of All Funds
2.66%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
38
Reduced
47
Closed
17
Calls
Puts
$298K
Net Calls
-$298K
Net Calls Change
+$365K
Name Holding Trade Value Shares
Change
Change in
Stake
RA
1
Royce & Associates
New York
$47.2M -$212K -12,004 -0.4%
BlackRock
2
BlackRock
New York
$43.5M -$3.19M -180,464 -7%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$36.3M -$9.69K -548 -0%
Vanguard Group
4
Vanguard Group
Pennsylvania
$35.4M -$711K -40,224 -2%
Renaissance Technologies
5
Renaissance Technologies
New York
$34.6M +$6.06M +343,000 +20%
Acadian Asset Management
6
Acadian Asset Management
Massachusetts
$16.9M -$3.9M -220,330 -18%
State Street
7
State Street
Massachusetts
$13.4M -$50.3K -2,845 -0.4%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$10.6M -$1.26M -71,066 -10%
PAIM
9
Punch & Associates Investment Management
Minnesota
$10.1M +$4.9M +277,411 +87%
TA
10
Teton Advisors
New York
$9.34M -$212K -12,000 -2%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$8.68M +$7.34M +414,958 +438%
Northern Trust
12
Northern Trust
Illinois
$7.85M +$96.5K +5,457 +1%
Loomis, Sayles & Company
13
Loomis, Sayles & Company
Massachusetts
$7.83M +$1.08M +60,837 +15%
WC
14
Walthausen & Co
New York
$7.71M -$17.9K -1,010 -0.2%
FMWA
15
Forvis Mazars Wealth Advisors
Missouri
$7.63M +$7.58M +428,706 +2,263%
Goldman Sachs
16
Goldman Sachs
New York
$6.59M -$1.17M -66,396 -15%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$6.49M -$78.9K -4,462 -1%
Morgan Stanley
18
Morgan Stanley
New York
$6.08M -$256K -14,490 -4%
Charles Schwab
19
Charles Schwab
California
$5.48M +$838K +47,420 +17%
AQR Capital Management
20
AQR Capital Management
Connecticut
$5.04M -$62.8K -3,552 -1%
AA
21
Ancora Advisors
Ohio
$4.24M +$3.25M +184,073 +285%
Russell Investments Group
22
Russell Investments Group
United Kingdom
$4.06M +$359K +20,299 +9%
TCIM
23
TIAA CREF Investment Management
New York
$4.01M +$43.5K +2,461 +1%
PAM
24
Panagora Asset Management
Massachusetts
$3.68M -$830K -46,923 -18%
GI
25
GAMCO Investors
Connecticut
$3.24M -$28.3K -1,600 -0.8%

KBAL Hedge Fund Activity: Q1 2018 in Review

116 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Kimball International (KBAL) for Q1 2018, worth a combined $409M — down 6.7% from $438M 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 38 added.

The largest buyer was Forvis Mazars Wealth Advisors, adding an estimated $7.58M. The largest seller was Acadian Asset Management, cutting an estimated $3.9M.

  • 116 institutional investors held Kimball International (KBAL) as of Q1 2018, down from 123 in Q4 2017.
  • Funds reported $409M of Kimball International stock for Q1 2018, down 6.7% quarter-over-quarter.
  • 11 funds opened new Kimball International positions in Q1 2018 and 17 closed out, a net change of -6 holders.
  • The largest Kimball International buyer in Q1 2018 was Forvis Mazars Wealth Advisors, an estimated $7.58M added.
  • The largest Kimball International seller in Q1 2018 was Acadian Asset Management, an estimated $3.9M sold.

Based on aggregated 13F filings for Q1 2018.