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KBAL

Kimball International

Delisted

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

126 hedge funds and large institutions have $424M invested in Kimball International in 2019 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 44 increasing their positions, 40 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 7

28% more capital invested

Capital invested by funds: $332M → $424M (+$92.3M)

11% more funds holding

Funds holding: 114126 (+12)

10% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 40

Holders
126
Holders Change
+12
Holders Change %
+10.53%
% of All Funds
2.74%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
21
Increased
44
Reduced
40
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$46.2M +$1.94M +122,463 +5%
Renaissance Technologies
2
Renaissance Technologies
New York
$45.6M +$1.2M +75,709 +3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$37.7M -$629K -39,780 -2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$37.7M -$515K -32,558 -1%
RA
5
Royce & Associates
New York
$37.4M -$2.84M -179,880 -8%
PAIM
6
Punch & Associates Investment Management
Minnesota
$14M +$94.2K +5,954 +0.7%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$13.6M +$352K +22,240 +3%
State Street
8
State Street
Massachusetts
$12.7M +$247K +15,592 +2%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$9.27M -$472K -29,822 -5%
TA
10
Teton Advisors
New York
$9.1M
Northern Trust
11
Northern Trust
Illinois
$8.24M +$111K +7,026 +2%
N
12
Nuveen
North Carolina
$8.21M +$7.45M +470,753 New
Morgan Stanley
13
Morgan Stanley
New York
$8M +$3.63M +229,417 +100%
AQR Capital Management
14
AQR Capital Management
Connecticut
$7.25M +$2.78M +175,496 +73%
Loomis, Sayles & Company
15
Loomis, Sayles & Company
Massachusetts
$6.92M -$1M -63,535 -14%
JP Morgan Chase
16
JP Morgan Chase
New York
$6.58M +$3.02M +191,209 +97%
AL
17
AJO LP
Pennsylvania
$6.49M +$232K +14,686 +4%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$6M -$238K -15,021 -4%
Russell Investments Group
19
Russell Investments Group
United Kingdom
$5.67M +$2.07M +131,044 +67%
Charles Schwab
20
Charles Schwab
California
$5.39M +$1.61M +101,568 +49%
D.E. Shaw & Co
21
D.E. Shaw & Co
New York
$5.18M -$824K -52,081 -15%
AA
22
Ancora Advisors
Ohio
$4.88M +$644K +40,694 +26%
Acadian Asset Management
23
Acadian Asset Management
Massachusetts
$4.29M -$858K -54,243 -18%
Goldman Sachs
24
Goldman Sachs
New York
$4.03M -$1.13M -71,460 -24%
FMWA
25
Forvis Mazars Wealth Advisors
Missouri
$3.86M -$848K -53,600 -19%

KBAL Hedge Fund Activity: Q2 2019 in Review

126 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Kimball International (KBAL) for Q2 2019, worth a combined $424M — up 28% from $332M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new KBAL positions and 7 closed out — a net gain of 14 holders — while 44 added to existing stakes and 40 trimmed.

The largest buyer was Nuveen, opening a new position worth an estimated $7.45M. The largest seller was Royce & Associates, cutting an estimated $2.84M.

  • 126 institutional investors held Kimball International (KBAL) as of Q2 2019, up from 114 in Q1 2019.
  • Funds reported $424M of Kimball International stock for Q2 2019, up 28% quarter-over-quarter.
  • 21 funds opened new Kimball International positions in Q2 2019 and 7 closed out, a net change of +14 holders.
  • The largest Kimball International buyer in Q2 2019 was Nuveen, an estimated $7.45M added.
  • The largest Kimball International seller in Q2 2019 was Royce & Associates, an estimated $2.84M sold.

Based on aggregated 13F filings for Q2 2019.