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KBAL

Kimball International
KBAL

Delisted

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

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117 hedge funds and large institutions have $264M invested in Kimball International in 2021 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 36 increasing their positions, 44 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

2% more funds holding

Funds holding: 115 → 117 (+2)

14% less capital invested

Capital invested by funds: $308M → $264M (-$43.6M)

18% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 44

67% less call options, than puts

Call options by funds: $220K | Put options by funds: $669K

Holders
117
Holders Change
+2
Holders Change %
+1.74%
% of All Funds
2.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
36
Reduced
44
Closed
9
Calls
$220K
Puts
$669K
Net Calls
-$449K
Net Calls Change
+$1.03M

Top Buyers

Rank Fund Capital Flow
1
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
+$2.27M
2
Invesco
Invesco
Georgia
+$2.23M
3
Morgan Stanley
Morgan Stanley
New York
+$1.74M
4
JGC
J. Goldman & Co
New York
+$1.5M
5
Norges Bank
Norges Bank
Norway
+$1.47M

Top Sellers

Rank Fund Capital Flow
1
Victory Capital Management
Victory Capital Management
Texas
-$3.64M
2
BlackRock
BlackRock
New York
-$2.72M
3
Charles Schwab
Charles Schwab
California
-$1.95M
4
Citadel Advisors
Citadel Advisors
Florida
-$1.64M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$727K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$44.8M -$2.72M -221,878 -5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$20.6M -$336K -27,323 -1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$19.9M +$66K +5,370 +0.3%
Renaissance Technologies
4
Renaissance Technologies
New York
$19.6M -$181K -14,709 -0.8%
DRZID
5
DePrince Race & Zollo Inc (DRZ)
Florida
$15.1M +$2.27M +184,513 +16%
EVM
6
Eaton Vance Management
Massachusetts
$10.8M +$112K +9,140 +1%
State Street
7
State Street
Massachusetts
$10.6M -$184K -14,954 -2%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$8.21M +$60.6K +4,932 +0.7%
JGC
9
J. Goldman & Co
New York
$7.16M +$1.5M +122,270 +24%
Invesco
10
Invesco
Georgia
$6.65M +$2.23M +181,366 +44%
Bank of Montreal
11
Bank of Montreal
Ontario, Canada
$6.55M -$307K -25,023 -4%
Russell Investments Group
12
Russell Investments Group
United Kingdom
$5.9M -$456K -37,145 -7%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$4.7M +$71.4K +5,812 +1%
KCM
14
Kennedy Capital Management
Missouri
$4.38M +$510K +41,507 +12%
Northern Trust
15
Northern Trust
Illinois
$4.15M -$199K -16,173 -4%
Hotchkis & Wiley Capital Management
16
Hotchkis & Wiley Capital Management
California
$4.14M +$302K +24,630 +7%
Jacobs Levy Equity Management
17
Jacobs Levy Equity Management
New Jersey
$3.8M -$355K -28,938 -8%
Goldman Sachs
18
Goldman Sachs
New York
$3.57M +$797K +64,863 +26%
Morgan Stanley
19
Morgan Stanley
New York
$3.39M +$1.74M +141,858 +88%
JP Morgan Chase
20
JP Morgan Chase
New York
$3.17M +$486K +39,591 +16%
TA
21
Teton Advisors
New York
$2.58M +$749K +61,000 +36%
BFA
22
Bragg Financial Advisors
North Carolina
$2.58M +$37.6K +3,065 +1%
GWI
23
Grace & White Inc
New York
$2.12M +$633K +51,560 +37%
GI
24
GAMCO Investors
Connecticut
$2.05M +$577K +47,000 +35%
PCM
25
Penn Capital Management
Pennsylvania
$1.91M +$240K +19,511 +13%
1
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KBAL Hedge Fund Activity: Q3 2021 in Review

117 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Kimball International (KBAL) for Q3 2021, worth a combined $264M — down 14% from $308M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new KBAL positions and 9 closed out — a net gain of 2 holders — while 36 added to existing stakes and 44 trimmed.

The largest buyer was DePrince Race & Zollo Inc (DRZ), adding an estimated $2.27M. The largest seller was Victory Capital Management, cutting an estimated $3.64M.

  • 117 institutional investors held Kimball International (KBAL) as of Q3 2021, up from 115 in Q2 2021.
  • Funds reported $264M of Kimball International stock for Q3 2021, down 14% quarter-over-quarter.
  • 11 funds opened new Kimball International positions in Q3 2021 and 9 closed out, a net change of +2 holders.
  • The largest Kimball International buyer in Q3 2021 was DePrince Race & Zollo Inc (DRZ), an estimated $2.27M added.
  • The largest Kimball International seller in Q3 2021 was Victory Capital Management, an estimated $3.64M sold.

Based on aggregated 13F filings for Q3 2021.