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KBAL

Kimball International

Delisted

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

121 hedge funds and large institutions have $246M invested in Kimball International in 2021 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 46 increasing their positions, 38 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 13

21% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 38

3% more funds holding

Funds holding: 117121 (+4)

7% less capital invested

Capital invested by funds: $264M → $246M (-$18.2M)

15% less call options, than puts

Call options by funds: $346K | Put options by funds: $409K

Holders
121
Holders Change
+4
Holders Change %
+3.42%
% of All Funds
1.86%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
46
Reduced
38
Closed
13
Calls
$346K
Puts
$409K
Net Calls
-$63K
Net Calls Change
+$386K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$41M +$105K +9,718 +0.2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$19.5M +$734K +67,841 +4%
DRZID
3
DePrince Race & Zollo Inc (DRZ)
Florida
$18.5M +$4.96M +458,324 +34%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$17.5M -$665K -61,526 -3%
Renaissance Technologies
5
Renaissance Technologies
New York
$17.2M -$799K -73,900 -4%
EVM
6
Eaton Vance Management
Massachusetts
$10.2M +$351K +32,478 +3%
State Street
7
State Street
Massachusetts
$9.73M +$7.25K +670 +0.1%
Russell Investments Group
8
Russell Investments Group
United Kingdom
$8.65M +$3.45M +318,634 +60%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$7.51M +$14.9K +1,378 +0.2%
Hotchkis & Wiley Capital Management
10
Hotchkis & Wiley Capital Management
California
$6.99M +$3.39M +313,230 +85%
Invesco
11
Invesco
Georgia
$6.04M -$30.1K -2,781 -0.5%
JGC
12
J. Goldman & Co
New York
$5.38M -$1.23M -114,053 -18%
Goldman Sachs
13
Goldman Sachs
New York
$5.25M +$2.1M +193,981 +61%
KCM
14
Kennedy Capital Management
Missouri
$4.72M +$768K +70,969 +18%
Northern Trust
15
Northern Trust
Illinois
$3.85M +$57.2K +5,288 +1%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$3.58M -$755K -69,784 -17%
FP
17
Foundry Partners
Minnesota
$3.57M +$3.78M +349,022 New
JP Morgan Chase
18
JP Morgan Chase
New York
$3.07M +$186K +17,204 +6%
Jacobs Levy Equity Management
19
Jacobs Levy Equity Management
New Jersey
$2.89M -$607K -56,136 -17%
GWI
20
Grace & White Inc
New York
$2.64M +$739K +68,316 +36%
BFA
21
Bragg Financial Advisors
North Carolina
$2.58M
TA
22
Teton Advisors
New York
$2.53M +$184K +17,000 +7%
GPGA
23
Grandeur Peak Global Advisors
Utah
$2.38M +$1.29M +119,413 +105%
GI
24
GAMCO Investors
Connecticut
$2.11M +$249K +23,000 +13%
PCM
25
Penn Capital Management
Pennsylvania
$1.91M

KBAL Hedge Fund Activity: Q4 2021 in Review

121 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Kimball International (KBAL) for Q4 2021, worth a combined $246M — down 6.9% from $264M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new KBAL positions and 13 closed out — a net gain of 4 holders — while 46 added to existing stakes and 38 trimmed.

The largest buyer was DePrince Race & Zollo Inc (DRZ), adding an estimated $4.96M. The largest seller was Bank of Montreal, exiting entirely with an estimated $6.55M sold.

  • 121 institutional investors held Kimball International (KBAL) as of Q4 2021, up from 117 in Q3 2021.
  • Funds reported $246M of Kimball International stock for Q4 2021, down 6.9% quarter-over-quarter.
  • 17 funds opened new Kimball International positions in Q4 2021 and 13 closed out, a net change of +4 holders.
  • The largest Kimball International buyer in Q4 2021 was DePrince Race & Zollo Inc (DRZ), an estimated $4.96M added.
  • The largest Kimball International seller in Q4 2021 was Bank of Montreal, an estimated $6.55M sold.

Based on aggregated 13F filings for Q4 2021.