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KBAL

Kimball International

Delisted

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

115 hedge funds and large institutions have $308M invested in Kimball International in 2021 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 44 increasing their positions, 43 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 43

7% less capital invested

Capital invested by funds: $331M → $308M (-$23M)

10% less funds holding

Funds holding: 128115 (-13)

59% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 22

75% less call options, than puts

Call options by funds: $505K | Put options by funds: $1.99M

Holders
115
Holders Change
-13
Holders Change %
-10.16%
% of All Funds
2%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
44
Reduced
43
Closed
22
Calls
$505K
Puts
$1.99M
Net Calls
-$1.48M
Net Calls Change
-$1.21M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$55.5M -$1.65M -121,134 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$24.5M +$553K +40,594 +2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$23.3M -$397K -29,164 -2%
Renaissance Technologies
4
Renaissance Technologies
New York
$23.3M -$2.57M -188,991 -10%
DRZID
5
DePrince Race & Zollo Inc (DRZ)
Florida
$15.3M +$7.86M +577,110 +99%
State Street
6
State Street
Massachusetts
$12.7M +$741K +54,405 +6%
EVM
7
Eaton Vance Management
Massachusetts
$12.6M +$283K +20,741 +2%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$9.57M +$210K +15,430 +2%
Bank of Montreal
9
Bank of Montreal
Ontario, Canada
$7.9M +$1.91M +139,978 +31%
Russell Investments Group
10
Russell Investments Group
United Kingdom
$7.42M +$2.14M +157,331 +39%
JGC
11
J. Goldman & Co
New York
$6.8M +$802K +58,847 +13%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$5.44M -$20K -1,469 -0.4%
Invesco
13
Invesco
Georgia
$5.42M +$4.47M +328,080 +390%
Victory Capital Management
14
Victory Capital Management
Texas
$5.34M +$2.24M +164,570 +68%
Northern Trust
15
Northern Trust
Illinois
$5.09M -$49.3K -3,621 -0.9%
Jacobs Levy Equity Management
16
Jacobs Levy Equity Management
New Jersey
$4.84M +$743K +54,548 +17%
KCM
17
Kennedy Capital Management
Missouri
$4.59M +$2.18M +160,011 +85%
Hotchkis & Wiley Capital Management
18
Hotchkis & Wiley Capital Management
California
$4.54M +$355K +26,080 +8%
Citadel Advisors
19
Citadel Advisors
Florida
$3.55M +$95.1K +6,977 +3%
Goldman Sachs
20
Goldman Sachs
New York
$3.34M -$1M -73,534 -22%
Charles Schwab
21
Charles Schwab
California
$3.29M -$25.4K -1,862 -0.7%
JP Morgan Chase
22
JP Morgan Chase
New York
$3.2M +$315K +23,137 +11%
BFA
23
Bragg Financial Advisors
North Carolina
$2.98M +$1.56M +114,486 +102%
SAM
24
Silphium Asset Management
United Kingdom
$2.26M +$709K +52,014 +43%
TA
25
Teton Advisors
New York
$2.22M +$490K +36,000 +27%

KBAL Hedge Fund Activity: Q2 2021 in Review

115 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Kimball International (KBAL) for Q2 2021, worth a combined $308M — down 7% from $331M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of KBAL and 9 opened new positions — a net loss of 13 holders — while 43 trimmed existing stakes and 44 added.

The largest buyer was DePrince Race & Zollo Inc (DRZ), adding an estimated $7.86M. The largest seller was Punch & Associates Investment Management, exiting entirely with an estimated $5.73M sold.

  • 115 institutional investors held Kimball International (KBAL) as of Q2 2021, down from 128 in Q1 2021.
  • Funds reported $308M of Kimball International stock for Q2 2021, down 7% quarter-over-quarter.
  • 9 funds opened new Kimball International positions in Q2 2021 and 22 closed out, a net change of -13 holders.
  • The largest Kimball International buyer in Q2 2021 was DePrince Race & Zollo Inc (DRZ), an estimated $7.86M added.
  • The largest Kimball International seller in Q2 2021 was Punch & Associates Investment Management, an estimated $5.73M sold.

Based on aggregated 13F filings for Q2 2021.