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KBAL

Kimball International

Delisted

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

108 hedge funds and large institutions have $381M invested in Kimball International in 2018 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 39 increasing their positions, 38 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 38

7% less capital invested

Capital invested by funds: $409M → $381M (-$28.2M)

7% less funds holding

Funds holding: 116108 (-8)

46% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 13

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $231K

Holders
108
Holders Change
-8
Holders Change %
-6.9%
% of All Funds
2.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
39
Reduced
38
Closed
13
Calls
Puts
$231K
Net Calls
-$231K
Net Calls Change
+$67K
Name Holding Trade Value Shares
Change
Change in
Stake
RA
1
Royce & Associates
New York
$45.6M +$862K +52,056 +2%
BlackRock
2
BlackRock
New York
$41.6M +$358K +21,589 +0.8%
Renaissance Technologies
3
Renaissance Technologies
New York
$37.1M +$4.42M +266,949 +13%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$34.5M +$63.5K +3,830 +0.2%
Vanguard Group
5
Vanguard Group
Pennsylvania
$32.7M -$876K -52,851 -3%
State Street
6
State Street
Massachusetts
$12.3M -$404K -24,399 -3%
Acadian Asset Management
7
Acadian Asset Management
Massachusetts
$12M -$4.11M -248,142 -25%
PAIM
8
Punch & Associates Investment Management
Minnesota
$10.9M +$1.3M +78,343 +13%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$10.8M +$864K +52,135 +8%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$10.2M +$2.04M +123,288 +24%
TA
11
Teton Advisors
New York
$8.73M -$133K -8,000 -1%
Northern Trust
12
Northern Trust
Illinois
$7.53M +$86.1K +5,198 +1%
Loomis, Sayles & Company
13
Loomis, Sayles & Company
Massachusetts
$7.41M -$19.2K -1,158 -0.3%
FMWA
14
Forvis Mazars Wealth Advisors
Missouri
$6.52M -$733K -44,254 -10%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$6.06M -$94K -5,676 -1%
Stifel Financial
16
Stifel Financial
Missouri
$5.87M +$5.69M +343,402 +1,740%
Goldman Sachs
17
Goldman Sachs
New York
$5.77M -$493K -29,775 -8%
Charles Schwab
18
Charles Schwab
California
$5.51M +$325K +19,595 +6%
Morgan Stanley
19
Morgan Stanley
New York
$4.87M -$924K -55,779 -16%
AQR Capital Management
20
AQR Capital Management
Connecticut
$4.02M -$783K -47,256 -16%
AA
21
Ancora Advisors
Ohio
$3.95M -$72.4K -4,369 -2%
TCIM
22
TIAA CREF Investment Management
New York
$3.84M +$36.8K +2,223 +0.9%
Deutsche Bank
23
Deutsche Bank
Germany
$3.7M +$1.61M +96,905 +73%
D.E. Shaw & Co
24
D.E. Shaw & Co
New York
$3.67M +$763K +46,059 +25%
JP Morgan Chase
25
JP Morgan Chase
New York
$3.29M +$712K +42,962 +27%

KBAL Hedge Fund Activity: Q2 2018 in Review

108 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Kimball International (KBAL) for Q2 2018, worth a combined $381M — down 6.9% from $409M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of KBAL and 7 opened new positions — a net loss of 6 holders — while 38 trimmed existing stakes and 39 added.

The largest buyer was Stifel Financial, adding an estimated $5.69M. The largest seller was Acadian Asset Management, cutting an estimated $4.11M.

  • 108 institutional investors held Kimball International (KBAL) as of Q2 2018, down from 116 in Q1 2018.
  • Funds reported $381M of Kimball International stock for Q2 2018, down 6.9% quarter-over-quarter.
  • 7 funds opened new Kimball International positions in Q2 2018 and 13 closed out, a net change of -6 holders.
  • The largest Kimball International buyer in Q2 2018 was Stifel Financial, an estimated $5.69M added.
  • The largest Kimball International seller in Q2 2018 was Acadian Asset Management, an estimated $4.11M sold.

Based on aggregated 13F filings for Q2 2018.