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KBAL

Kimball International

Delisted

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

109 hedge funds and large institutions have $329M invested in Kimball International in 2018 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 36 increasing their positions, 47 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

2% more funds holding

Funds holding: 107109 (+2)

17% less capital invested

Capital invested by funds: $399M → $329M (-$69.3M)

23% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 47

Holders
109
Holders Change
+2
Holders Change %
+1.87%
% of All Funds
2.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
36
Reduced
47
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RA
1
Royce & Associates
New York
$39.3M -$4.95M -316,083 -10%
BlackRock
2
BlackRock
New York
$36.1M +$287K +18,321 +0.7%
Renaissance Technologies
3
Renaissance Technologies
New York
$34.7M -$163K -10,403 -0.4%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$30.8M +$205K +13,105 +0.6%
Vanguard Group
5
Vanguard Group
Pennsylvania
$29.9M +$1.13M +72,058 +4%
PAIM
6
Punch & Associates Investment Management
Minnesota
$11.2M +$433K +27,664 +4%
State Street
7
State Street
Massachusetts
$10.3M -$416K -26,574 -4%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$10.1M +$363K +23,227 +3%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$7.96M -$458K -29,264 -5%
Acadian Asset Management
10
Acadian Asset Management
Massachusetts
$7.73M -$513K -32,767 -6%
TA
11
Teton Advisors
New York
$7.61M
Northern Trust
12
Northern Trust
Illinois
$6.69M -$53.2K -3,398 -0.7%
Loomis, Sayles & Company
13
Loomis, Sayles & Company
Massachusetts
$6.67M -$35.9K -2,296 -0.5%
WC
14
Walthausen & Co
New York
$5.16M -$1.53M -97,760 -21%
Charles Schwab
15
Charles Schwab
California
$5.06M -$72.7K -4,646 -1%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$5M -$377K -24,097 -6%
AL
17
AJO LP
Pennsylvania
$4.38M +$4.52M +288,997 +1,461%
AA
18
Ancora Advisors
Ohio
$3.71M -$1.35M -86,369 -29%
Morgan Stanley
19
Morgan Stanley
New York
$3.57M -$114K -7,266 -3%
TCIM
20
TIAA CREF Investment Management
New York
$3.39M -$6.88K -440 -0.2%
D.E. Shaw & Co
21
D.E. Shaw & Co
New York
$3.29M +$281K +17,983 +8%
Goldman Sachs
22
Goldman Sachs
New York
$3.19M -$174K -11,098 -5%
AQR Capital Management
23
AQR Capital Management
Connecticut
$3M -$522K -33,370 -14%
Russell Investments Group
24
Russell Investments Group
United Kingdom
$2.63M -$306K -19,580 -10%
JP Morgan Chase
25
JP Morgan Chase
New York
$2.61M -$411K -26,240 -12%

KBAL Hedge Fund Activity: Q4 2018 in Review

109 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Kimball International (KBAL) for Q4 2018, worth a combined $329M — down 17% from $399M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new KBAL positions and 5 closed out — a net gain of 2 holders — while 36 added to existing stakes and 47 trimmed.

The largest buyer was AJO LP, adding an estimated $4.52M. The largest seller was Royce & Associates, cutting an estimated $4.95M.

  • 109 institutional investors held Kimball International (KBAL) as of Q4 2018, up from 107 in Q3 2018.
  • Funds reported $329M of Kimball International stock for Q4 2018, down 17% quarter-over-quarter.
  • 7 funds opened new Kimball International positions in Q4 2018 and 5 closed out, a net change of +2 holders.
  • The largest Kimball International buyer in Q4 2018 was AJO LP, an estimated $4.52M added.
  • The largest Kimball International seller in Q4 2018 was Royce & Associates, an estimated $4.95M sold.

Based on aggregated 13F filings for Q4 2018.