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KBAL

Kimball International

Delisted

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

107 hedge funds and large institutions have $399M invested in Kimball International in 2018 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 37 increasing their positions, 39 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $381M → $399M (+$17.5M)

1% less funds holding

Funds holding: 108107 (-1)

5% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 39

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

Holders
107
Holders Change
-1
Holders Change %
-0.93%
% of All Funds
2.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
37
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
$51.7M +$4.55M +268,045 +10%
BlackRock
2
BlackRock
New York
$42.3M -$800K -47,093 -2%
Renaissance Technologies
3
Renaissance Technologies
New York
$41.1M +$2.69M +158,439 +7%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$36.1M +$340K +20,025 +0.9%
Vanguard Group
5
Vanguard Group
Pennsylvania
$34.1M +$192K +11,306 +0.6%
PAIM
6
Punch & Associates Investment Management
Minnesota
$12.8M +$1.55M +91,382 +14%
State Street
7
State Street
Massachusetts
$12.6M -$163K -9,619 -1%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$11.5M +$287K +16,898 +3%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$9.89M -$718K -42,228 -7%
Acadian Asset Management
10
Acadian Asset Management
Massachusetts
$9.67M -$2.84M -166,953 -22%
TA
11
Teton Advisors
New York
$8.98M -$68K -4,000 -0.7%
Northern Trust
12
Northern Trust
Illinois
$7.95M +$148K +8,697 +2%
Loomis, Sayles & Company
13
Loomis, Sayles & Company
Massachusetts
$7.91M +$237K +13,960 +3%
WC
14
Walthausen & Co
New York
$7.72M +$7.83M +461,013 New
Bank of New York Mellon
15
Bank of New York Mellon
New York
$6.31M +$27K +1,587 +0.4%
Charles Schwab
16
Charles Schwab
California
$6.05M +$338K +19,897 +6%
AA
17
Ancora Advisors
Ohio
$4.92M +$841K +49,517 +20%
FMWA
18
Forvis Mazars Wealth Advisors
Missouri
$4.6M -$2.18M -128,491 -32%
Morgan Stanley
19
Morgan Stanley
New York
$4.34M -$711K -41,863 -14%
AQR Capital Management
20
AQR Capital Management
Connecticut
$4.1M -$67.2K -3,954 -2%
TCIM
21
TIAA CREF Investment Management
New York
$4.01M +$26K +1,532 +0.6%
Goldman Sachs
22
Goldman Sachs
New York
$3.95M -$2.06M -121,296 -34%
D.E. Shaw & Co
23
D.E. Shaw & Co
New York
$3.58M -$229K -13,501 -6%
JP Morgan Chase
24
JP Morgan Chase
New York
$3.52M +$115K +6,767 +3%
Russell Investments Group
25
Russell Investments Group
United Kingdom
$3.44M +$296K +17,404 +9%

KBAL Hedge Fund Activity: Q3 2018 in Review

107 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Kimball International (KBAL) for Q3 2018, worth a combined $399M — up 4.6% from $381M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of KBAL and 8 opened new positions — a net loss of 1 holder — while 39 trimmed existing stakes and 37 added.

The largest buyer was Royce & Associates, adding an estimated $4.55M. The largest seller was Stifel Financial, cutting an estimated $4.82M.

  • 107 institutional investors held Kimball International (KBAL) as of Q3 2018, down from 108 in Q2 2018.
  • Funds reported $399M of Kimball International stock for Q3 2018, up 4.6% quarter-over-quarter.
  • 8 funds opened new Kimball International positions in Q3 2018 and 9 closed out, a net change of -1 holder.
  • The largest Kimball International buyer in Q3 2018 was Royce & Associates, an estimated $4.55M added.
  • The largest Kimball International seller in Q3 2018 was Stifel Financial, an estimated $4.82M sold.

Based on aggregated 13F filings for Q3 2018.