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KBAL

Kimball International

Delisted

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

129 hedge funds and large institutions have $284M invested in Kimball International in 2020 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 43 increasing their positions, 45 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 16

2% more funds holding

Funds holding: 126129 (+3)

4% less capital invested

Capital invested by funds: $297M → $284M (-$13.2M)

4% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 45

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
129
Holders Change
+3
Holders Change %
+2.38%
% of All Funds
2.65%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
20
Increased
43
Reduced
45
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$33.5M +$1.36M +119,027 +4%
Renaissance Technologies
2
Renaissance Technologies
New York
$28.8M -$1.57M -137,081 -5%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$23.1M -$174K -15,237 -0.8%
Vanguard Group
4
Vanguard Group
Pennsylvania
$22.2M -$3.44M -301,378 -14%
RA
5
Royce & Associates
New York
$21.2M -$2.02M -177,273 -9%
PAIM
6
Punch & Associates Investment Management
Minnesota
$10.5M -$210K -18,378 -2%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$9.13M +$234K +20,480 +3%
State Street
8
State Street
Massachusetts
$8.88M -$33.6K -2,946 -0.4%
WA
9
Wasatch Advisors
Utah
$6.51M +$1.8M +157,491 +39%
Loomis, Sayles & Company
10
Loomis, Sayles & Company
Massachusetts
$6.39M -$4.32K -378 -0.1%
JP Morgan Chase
11
JP Morgan Chase
New York
$6.13M +$462K +40,426 +8%
AQR Capital Management
12
AQR Capital Management
Connecticut
$5.37M -$1.19M -104,004 -18%
Northern Trust
13
Northern Trust
Illinois
$5.3M -$63.9K -5,597 -1%
EVM
14
Eaton Vance Management
Massachusetts
$4.24M +$4.19M +366,713 New
Arrowstreet Capital
15
Arrowstreet Capital
Massachusetts
$4.13M
Russell Investments Group
16
Russell Investments Group
United Kingdom
$4.05M -$1.6M -139,796 -29%
D.E. Shaw & Co
17
D.E. Shaw & Co
New York
$3.88M +$536K +46,915 +16%
Grantham, Mayo, Van Otterloo & Co (GMO)
18
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$3.86M -$362K -31,700 -9%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$3.56M +$59.9K +5,244 +2%
Millennium Management
20
Millennium Management
New York
$3.5M +$3.46M +302,655 New
N
21
Nuveen
North Carolina
$3.36M +$162K +14,167 +5%
AL
22
AJO LP
Pennsylvania
$3.27M -$447K -39,105 -12%
Goldman Sachs
23
Goldman Sachs
New York
$3.1M -$646K -56,586 -17%
UBS Group
24
UBS Group
Switzerland
$2.94M +$2.45M +214,776 +541%
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$2.87M +$279K +24,432 +10%

KBAL Hedge Fund Activity: Q2 2020 in Review

129 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Kimball International (KBAL) for Q2 2020, worth a combined $284M — down 4.4% from $297M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new KBAL positions and 16 closed out — a net gain of 4 holders — while 43 added to existing stakes and 45 trimmed.

The largest buyer was Eaton Vance Management, opening a new position worth an estimated $4.19M. The largest seller was Wellington Management Group, exiting entirely with an estimated $6.56M sold.

  • 129 institutional investors held Kimball International (KBAL) as of Q2 2020, up from 126 in Q1 2020.
  • Funds reported $284M of Kimball International stock for Q2 2020, down 4.4% quarter-over-quarter.
  • 20 funds opened new Kimball International positions in Q2 2020 and 16 closed out, a net change of +4 holders.
  • The largest Kimball International buyer in Q2 2020 was Eaton Vance Management, an estimated $4.19M added.
  • The largest Kimball International seller in Q2 2020 was Wellington Management Group, an estimated $6.56M sold.

Based on aggregated 13F filings for Q2 2020.