We are live on ! Find out more
KBAL

Kimball International

Delisted

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

114 hedge funds and large institutions have $332M invested in Kimball International in 2019 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 39 increasing their positions, 39 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 9

5% more funds holding

Funds holding: 109114 (+5)

1% more capital invested

Capital invested by funds: $329M → $332M (+$2.26M)

0% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 39

Holders
114
Holders Change
+5
Holders Change %
+4.59%
% of All Funds
2.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
39
Reduced
39
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$36M +$1.47M +97,900 +4%
BlackRock
2
BlackRock
New York
$35.7M -$220K -14,706 -0.6%
RA
3
Royce & Associates
New York
$32.9M -$6.73M -448,879 -16%
Vanguard Group
4
Vanguard Group
Pennsylvania
$31.1M +$1.41M +94,423 +4%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$31M +$384K +25,647 +1%
PAIM
6
Punch & Associates Investment Management
Minnesota
$11.3M +$102K +6,818 +0.9%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$10.7M +$708K +47,223 +7%
State Street
8
State Street
Massachusetts
$10.1M -$250K -16,702 -2%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$7.94M
TA
10
Teton Advisors
New York
$7.38M -$210K -14,000 -3%
Northern Trust
11
Northern Trust
Illinois
$6.58M -$86.4K -5,764 -1%
Loomis, Sayles & Company
12
Loomis, Sayles & Company
Massachusetts
$6.51M -$145K -9,678 -2%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$5.08M +$102K +6,831 +2%
AL
14
AJO LP
Pennsylvania
$5.06M +$736K +49,121 +16%
D.E. Shaw & Co
15
D.E. Shaw & Co
New York
$4.94M +$1.76M +117,605 +51%
WC
16
Walthausen & Co
New York
$4.84M -$313K -20,920 -6%
Goldman Sachs
17
Goldman Sachs
New York
$4.28M +$1.17M +78,023 +35%
Acadian Asset Management
18
Acadian Asset Management
Massachusetts
$4.25M -$3.66M -244,363 -45%
FMWA
19
Forvis Mazars Wealth Advisors
Missouri
$3.89M +$3.84M +255,961 +1,351%
AQR Capital Management
20
AQR Capital Management
Connecticut
$3.4M +$439K +29,270 +14%
AA
21
Ancora Advisors
Ohio
$3.38M -$807K -53,849 -26%
Morgan Stanley
22
Morgan Stanley
New York
$3.25M -$336K -22,434 -9%
TCIM
23
TIAA CREF Investment Management
New York
$2.98M -$424K -28,322 -12%
Charles Schwab
24
Charles Schwab
California
$2.94M -$2.23M -148,765 -42%
JP Morgan Chase
25
JP Morgan Chase
New York
$2.79M +$196K +13,072 +7%

KBAL Hedge Fund Activity: Q1 2019 in Review

114 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Kimball International (KBAL) for Q1 2019, worth a combined $332M — up 0.69% from $329M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new KBAL positions and 9 closed out — a net gain of 5 holders — while 39 added to existing stakes and 39 trimmed.

The largest buyer was Forvis Mazars Wealth Advisors, adding an estimated $3.84M. The largest seller was Royce & Associates, cutting an estimated $6.73M.

  • 114 institutional investors held Kimball International (KBAL) as of Q1 2019, up from 109 in Q4 2018.
  • Funds reported $332M of Kimball International stock for Q1 2019, up 0.69% quarter-over-quarter.
  • 14 funds opened new Kimball International positions in Q1 2019 and 9 closed out, a net change of +5 holders.
  • The largest Kimball International buyer in Q1 2019 was Forvis Mazars Wealth Advisors, an estimated $3.84M added.
  • The largest Kimball International seller in Q1 2019 was Royce & Associates, an estimated $6.73M sold.

Based on aggregated 13F filings for Q1 2019.