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KBAL

Kimball International

Delisted

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

128 hedge funds and large institutions have $331M invested in Kimball International in 2021 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 44 increasing their positions, 44 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more capital invested

Capital invested by funds: $288M → $331M (+$43.5M)

0% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 44

6% less funds holding

Funds holding: 136128 (-8)

26% less call options, than puts

Call options by funds: $765K | Put options by funds: $1.04M

32% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 22

Holders
128
Holders Change
-8
Holders Change %
-5.88%
% of All Funds
2.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
44
Reduced
44
Closed
22
Calls
$765K
Puts
$1.04M
Net Calls
-$272K
Net Calls Change
+$103K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$60.8M +$2.27M +174,623 +4%
Renaissance Technologies
2
Renaissance Technologies
New York
$27.4M -$5.24M -403,900 -17%
Vanguard Group
3
Vanguard Group
Pennsylvania
$25.6M -$309K -23,838 -1%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$25.2M -$996K -76,694 -4%
EVM
5
Eaton Vance Management
Massachusetts
$13.1M +$5.68M +437,779 +88%
State Street
6
State Street
Massachusetts
$12.7M +$2.01M +155,203 +21%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$9.97M -$597K -45,983 -6%
DRZID
8
DePrince Race & Zollo Inc (DRZ)
Florida
$8.19M +$2.81M +216,255 +59%
JGC
9
J. Goldman & Co
New York
$6.42M +$5.95M +458,428 New
Bank of Montreal
10
Bank of Montreal
Ontario, Canada
$6.25M +$1.73M +133,128 +42%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$5.81M +$66.9K +5,152 +1%
PAIM
12
Punch & Associates Investment Management
Minnesota
$5.73M +$108K +8,313 +2%
Russell Investments Group
13
Russell Investments Group
United Kingdom
$5.7M +$1.85M +142,136 +54%
Northern Trust
14
Northern Trust
Illinois
$5.47M -$404K -31,150 -7%
Goldman Sachs
15
Goldman Sachs
New York
$4.58M +$1.27M +97,810 +43%
Hotchkis & Wiley Capital Management
16
Hotchkis & Wiley Capital Management
California
$4.47M +$375K +28,890 +10%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
17
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$4.46M -$460K -35,400 -10%
Jacobs Levy Equity Management
18
Jacobs Levy Equity Management
New Jersey
$4.39M +$1.66M +127,959 +69%
UBS Group
19
UBS Group
Switzerland
$4.12M +$79.9K +6,157 +2%
N
20
Nuveen
North Carolina
$4.11M -$300K -23,099 -7%
Morgan Stanley
21
Morgan Stanley
New York
$3.93M -$4.43M -341,495 -55%
Citadel Advisors
22
Citadel Advisors
Florida
$3.69M -$741K -57,088 -18%
Charles Schwab
23
Charles Schwab
California
$3.53M +$165K +12,707 +5%
Victory Capital Management
24
Victory Capital Management
Texas
$3.38M +$3.13M +241,463 New
JP Morgan Chase
25
JP Morgan Chase
New York
$3.08M -$302K -23,260 -10%

KBAL Hedge Fund Activity: Q1 2021 in Review

128 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Kimball International (KBAL) for Q1 2021, worth a combined $331M — up 15% from $288M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of KBAL and 15 opened new positions — a net loss of 7 holders — while 44 trimmed existing stakes and 44 added.

The largest buyer was J. Goldman & Co, opening a new position worth an estimated $5.95M. The largest seller was Scion Asset Management, exiting entirely with an estimated $5.97M sold.

  • 128 institutional investors held Kimball International (KBAL) as of Q1 2021, down from 136 in Q4 2020.
  • Funds reported $331M of Kimball International stock for Q1 2021, up 15% quarter-over-quarter.
  • 15 funds opened new Kimball International positions in Q1 2021 and 22 closed out, a net change of -7 holders.
  • The largest Kimball International buyer in Q1 2021 was J. Goldman & Co, an estimated $5.95M added.
  • The largest Kimball International seller in Q1 2021 was Scion Asset Management, an estimated $5.97M sold.

Based on aggregated 13F filings for Q1 2021.