We are live on ! Find out more
KBAL

Kimball International

Delisted

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

136 hedge funds and large institutions have $288M invested in Kimball International in 2020 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 50 increasing their positions, 37 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 37

13% more capital invested

Capital invested by funds: $254M → $288M (+$33.8M)

8% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 24

1% less funds holding

Funds holding: 138136 (-2)

72% less call options, than puts

Call options by funds: $149K | Put options by funds: $524K

Holders
136
Holders Change
-2
Holders Change %
-1.45%
% of All Funds
2.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
50
Reduced
37
Closed
24
Calls
$149K
Puts
$524K
Net Calls
-$375K
Net Calls Change
-$275K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$49.8M +$15M +1,319,664 +46%
Renaissance Technologies
2
Renaissance Technologies
New York
$28.2M -$1.8M -158,300 -6%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$22.4M -$1.17M -103,036 -5%
Vanguard Group
4
Vanguard Group
Pennsylvania
$22.1M +$438K +38,517 +2%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$9.06M -$467K -41,055 -5%
State Street
6
State Street
Massachusetts
$9M +$48.1K +4,230 +0.6%
Morgan Stanley
7
Morgan Stanley
New York
$7.44M +$6.9M +606,233 +3,762%
SAM
8
Scion Asset Management
California
$5.97M -$569K -50,000 -9%
EVM
9
Eaton Vance Management
Massachusetts
$5.95M +$593K +52,136 +12%
Northern Trust
10
Northern Trust
Illinois
$5.04M -$265K -23,329 -5%
Assenagon Asset Management
11
Assenagon Asset Management
Luxembourg
$4.97M +$1.86M +163,077 +64%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$4.9M +$1.43M +125,477 +44%
PAIM
13
Punch & Associates Investment Management
Minnesota
$4.79M -$340K -29,836 -7%
D.E. Shaw & Co
14
D.E. Shaw & Co
New York
$4.45M +$318K +27,922 +8%
DRZID
15
DePrince Race & Zollo Inc (DRZ)
Florida
$4.41M +$45.3K +3,979 +1%
Arrowstreet Capital
16
Arrowstreet Capital
Massachusetts
$4.27M
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
17
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$4.23M +$4.03M +354,300 New
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$4.06M +$445K +39,100 +14%
Millennium Management
19
Millennium Management
New York
$3.98M +$2.91M +255,955 +331%
Citadel Advisors
20
Citadel Advisors
Florida
$3.83M +$2.56M +224,820 +235%
N
21
Nuveen
North Carolina
$3.78M +$11K +967 +0.3%
Acadian Asset Management
22
Acadian Asset Management
Massachusetts
$3.57M +$1.2M +105,629 +55%
AQR Capital Management
23
AQR Capital Management
Connecticut
$3.48M -$471K -41,419 -12%
Hotchkis & Wiley Capital Management
24
Hotchkis & Wiley Capital Management
California
$3.47M +$3.3M +290,200 New
UBS Group
25
UBS Group
Switzerland
$3.44M +$419K +36,846 +15%

KBAL Hedge Fund Activity: Q4 2020 in Review

136 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Kimball International (KBAL) for Q4 2020, worth a combined $288M — up 13% from $254M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of KBAL and 22 opened new positions — a net loss of 2 holders — while 37 trimmed existing stakes and 50 added.

The largest buyer was BlackRock, adding an estimated $15M. The largest seller was Royce & Associates, cutting an estimated $17.8M.

  • 136 institutional investors held Kimball International (KBAL) as of Q4 2020, down from 138 in Q3 2020.
  • Funds reported $288M of Kimball International stock for Q4 2020, up 13% quarter-over-quarter.
  • 22 funds opened new Kimball International positions in Q4 2020 and 24 closed out, a net change of -2 holders.
  • The largest Kimball International buyer in Q4 2020 was BlackRock, an estimated $15M added.
  • The largest Kimball International seller in Q4 2020 was Royce & Associates, an estimated $17.8M sold.

Based on aggregated 13F filings for Q4 2020.