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KBAL

Kimball International

Delisted

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

130 hedge funds and large institutions have $478M invested in Kimball International in 2019 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 57 increasing their positions, 42 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

36% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 42

13% more capital invested

Capital invested by funds: $424M → $478M (+$54.1M)

3% more funds holding

Funds holding: 126130 (+4)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
130
Holders Change
+4
Holders Change %
+3.17%
% of All Funds
2.85%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
57
Reduced
42
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$52.3M +$1.1M +61,416 +2%
Renaissance Technologies
2
Renaissance Technologies
New York
$52.3M +$1.65M +92,600 +4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$42.6M +$793K +44,429 +2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$41.1M -$585K -32,760 -2%
RA
5
Royce & Associates
New York
$40.3M -$945K -52,926 -2%
PAIM
6
Punch & Associates Investment Management
Minnesota
$15.8M +$228K +12,776 +2%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$14.8M -$286K -16,022 -2%
State Street
8
State Street
Massachusetts
$14.2M +$119K +6,665 +0.9%
AQR Capital Management
9
AQR Capital Management
Connecticut
$10.8M +$2.57M +143,699 +35%
Russell Investments Group
10
Russell Investments Group
United Kingdom
$9.99M +$3.43M +192,252 +59%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$9.96M -$279K -15,611 -3%
TA
12
Teton Advisors
New York
$9.46M -$571K -32,000 -6%
Northern Trust
13
Northern Trust
Illinois
$9.22M +$91.5K +5,125 +1%
N
14
Nuveen
North Carolina
$9.14M +$49.4K +2,766 +0.6%
JP Morgan Chase
15
JP Morgan Chase
New York
$7.78M +$259K +14,514 +4%
Loomis, Sayles & Company
16
Loomis, Sayles & Company
Massachusetts
$7.64M -$18.4K -1,030 -0.3%
AL
17
AJO LP
Pennsylvania
$6.77M -$390K -21,827 -6%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$6.59M -$55.5K -3,107 -0.9%
Charles Schwab
19
Charles Schwab
California
$6.43M +$431K +24,140 +8%
Acadian Asset Management
20
Acadian Asset Management
Massachusetts
$4.67M -$76K -4,255 -2%
Goldman Sachs
21
Goldman Sachs
New York
$4.65M +$175K +9,783 +4%
D.E. Shaw & Co
22
D.E. Shaw & Co
New York
$4.21M -$1.41M -78,848 -27%
AA
23
Ancora Advisors
Ohio
$4.19M +$402K +22,533 +12%
WC
24
Walthausen & Co
New York
$3.75M
UBS Group
25
UBS Group
Switzerland
$3.63M +$498K +27,895 +17%

KBAL Hedge Fund Activity: Q3 2019 in Review

130 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Kimball International (KBAL) for Q3 2019, worth a combined $478M — up 13% from $424M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new KBAL positions and 6 closed out — a net gain of 5 holders — while 57 added to existing stakes and 42 trimmed.

The largest buyer was Russell Investments Group, adding an estimated $3.43M. The largest seller was Morgan Stanley, cutting an estimated $5.88M.

  • 130 institutional investors held Kimball International (KBAL) as of Q3 2019, up from 126 in Q2 2019.
  • Funds reported $478M of Kimball International stock for Q3 2019, up 13% quarter-over-quarter.
  • 11 funds opened new Kimball International positions in Q3 2019 and 6 closed out, a net change of +5 holders.
  • The largest Kimball International buyer in Q3 2019 was Russell Investments Group, an estimated $3.43M added.
  • The largest Kimball International seller in Q3 2019 was Morgan Stanley, an estimated $5.88M sold.

Based on aggregated 13F filings for Q3 2019.