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KBAL

Kimball International

Delisted

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

115 hedge funds and large institutions have $185M invested in Kimball International in 2022 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 46 increasing their positions, 36 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

669% more call options, than puts

Call options by funds: $100K | Put options by funds: $13K

28% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 36

7% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 15

3% less funds holding

Funds holding: 119115 (-4)

10% less capital invested

Capital invested by funds: $204M → $185M (-$19.7M)

Holders
115
Holders Change
-4
Holders Change %
-3.36%
% of All Funds
1.94%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
46
Reduced
36
Closed
15
Calls
$100K
Puts
$13K
Net Calls
+$87K
Net Calls Change
+$352K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$29.3M -$884K -107,980 -3%
DRZID
2
DePrince Race & Zollo Inc (DRZ)
Florida
$13.8M -$462K -56,463 -3%
Renaissance Technologies
3
Renaissance Technologies
New York
$13.7M +$59.6K +7,286 +0.4%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$13.4M -$59.7K -7,290 -0.4%
Vanguard Group
5
Vanguard Group
Pennsylvania
$13.2M -$844K -103,150 -6%
Russell Investments Group
6
Russell Investments Group
United Kingdom
$8.78M +$1.39M +169,593 +17%
Hotchkis & Wiley Capital Management
7
Hotchkis & Wiley Capital Management
California
$6.78M +$212K +25,900 +3%
State Street
8
State Street
Massachusetts
$5.36M -$417K -50,898 -7%
ER
9
EVR Research
Virginia
$5.33M +$451K +55,058 +9%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$5.2M +$47.1K +5,748 +0.9%
Invesco
11
Invesco
Georgia
$4.63M +$19.8K +2,421 +0.4%
Goldman Sachs
12
Goldman Sachs
New York
$4M -$325K -39,671 -7%
KCM
13
Kennedy Capital Management
Missouri
$3.73M +$19.3K +2,360 +0.5%
FP
14
Foundry Partners
Minnesota
$3.35M
GWI
15
Grace & White Inc
New York
$3.31M +$630K +76,946 +22%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$2.92M +$768K +93,785 +33%
JGC
17
J. Goldman & Co
New York
$2.77M -$1.84M -224,769 -38%
Charles Schwab
18
Charles Schwab
California
$2.76M +$1.28M +156,538 +77%
Jacobs Levy Equity Management
19
Jacobs Levy Equity Management
New Jersey
$2.64M +$198K +24,193 +8%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$2.63M -$56.4K -6,893 -2%
Northern Trust
21
Northern Trust
Illinois
$2.49M -$328K -40,090 -11%
PCM
22
Penn Capital Management
Pennsylvania
$2.21M +$718K +87,654 +44%
TA
23
Teton Advisors
New York
$1.96M
BFA
24
Bragg Financial Advisors
North Carolina
$1.94M +$6.13K +749 +0.3%
GI
25
GAMCO Investors
Connecticut
$1.77M +$40.9K +5,000 +2%

KBAL Hedge Fund Activity: Q2 2022 in Review

115 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Kimball International (KBAL) for Q2 2022, worth a combined $185M — down 9.6% from $204M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of KBAL and 14 opened new positions — a net loss of 1 holder — while 36 trimmed existing stakes and 46 added.

The largest buyer was Russell Investments Group, adding an estimated $1.39M. The largest seller was J. Goldman & Co, cutting an estimated $1.84M.

  • 115 institutional investors held Kimball International (KBAL) as of Q2 2022, down from 119 in Q1 2022.
  • Funds reported $185M of Kimball International stock for Q2 2022, down 9.6% quarter-over-quarter.
  • 14 funds opened new Kimball International positions in Q2 2022 and 15 closed out, a net change of -1 holder.
  • The largest Kimball International buyer in Q2 2022 was Russell Investments Group, an estimated $1.39M added.
  • The largest Kimball International seller in Q2 2022 was J. Goldman & Co, an estimated $1.84M sold.

Based on aggregated 13F filings for Q2 2022.