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KBAL

Kimball International

Delisted

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

133 hedge funds and large institutions have $514M invested in Kimball International in 2019 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 47 increasing their positions, 50 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

7% more capital invested

Capital invested by funds: $478M → $514M (+$35.6M)

2% more funds holding

Funds holding: 130133 (+3)

6% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 50

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
133
Holders Change
+3
Holders Change %
+2.31%
% of All Funds
2.62%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
13
Increased
47
Reduced
50
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$57.2M +$1.17M +56,691 +2%
BlackRock
2
BlackRock
New York
$57.1M +$1.03M +50,007 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$46M +$372K +18,055 +0.8%
RA
4
Royce & Associates
New York
$43.2M -$51.2K -2,482 -0.1%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$43.1M -$859K -41,662 -2%
PAIM
6
Punch & Associates Investment Management
Minnesota
$17.1M +$173K +8,391 +1%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$15.9M +$125K +6,050 +0.8%
State Street
8
State Street
Massachusetts
$15.5M +$329K +15,966 +2%
AQR Capital Management
9
AQR Capital Management
Connecticut
$10.5M -$1.12M -54,173 -10%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$10.3M -$396K -19,200 -4%
Russell Investments Group
11
Russell Investments Group
United Kingdom
$10.1M -$574K -27,836 -5%
Northern Trust
12
Northern Trust
Illinois
$9.55M -$325K -15,789 -3%
N
13
Nuveen
North Carolina
$9.35M -$442K -21,424 -5%
JP Morgan Chase
14
JP Morgan Chase
New York
$8.78M +$448K +21,726 +5%
Loomis, Sayles & Company
15
Loomis, Sayles & Company
Massachusetts
$8.12M -$63.5K -3,083 -0.8%
Arrowstreet Capital
16
Arrowstreet Capital
Massachusetts
$7.51M +$4.38M +212,518 +141%
TA
17
Teton Advisors
New York
$7.44M -$2.68M -130,000 -27%
AL
18
AJO LP
Pennsylvania
$7.21M -$35K -1,697 -0.5%
Goldman Sachs
19
Goldman Sachs
New York
$6.87M +$1.89M +91,608 +38%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$6.21M -$845K -40,984 -12%
Acadian Asset Management
21
Acadian Asset Management
Massachusetts
$6.1M +$1.1M +53,294 +22%
Grantham, Mayo, Van Otterloo & Co (GMO)
22
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$5.71M +$1.98M +96,100 +53%
Charles Schwab
23
Charles Schwab
California
$4.59M -$2.29M -111,021 -33%
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$4.58M +$2.31M +112,270 +103%
AA
25
Ancora Advisors
Ohio
$4.4M -$79.1K -3,839 -2%

KBAL Hedge Fund Activity: Q4 2019 in Review

133 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Kimball International (KBAL) for Q4 2019, worth a combined $514M — up 7.4% from $478M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new KBAL positions and 10 closed out — a net gain of 3 holders — while 47 added to existing stakes and 50 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $4.38M. The largest seller was Teton Advisors, cutting an estimated $2.68M.

  • 133 institutional investors held Kimball International (KBAL) as of Q4 2019, up from 130 in Q3 2019.
  • Funds reported $514M of Kimball International stock for Q4 2019, up 7.4% quarter-over-quarter.
  • 13 funds opened new Kimball International positions in Q4 2019 and 10 closed out, a net change of +3 holders.
  • The largest Kimball International buyer in Q4 2019 was Arrowstreet Capital, an estimated $4.38M added.
  • The largest Kimball International seller in Q4 2019 was Teton Advisors, an estimated $2.68M sold.

Based on aggregated 13F filings for Q4 2019.