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KBAL

Kimball International

Delisted

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

115 hedge funds and large institutions have $151M invested in Kimball International in 2022 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 52 increasing their positions, 34 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 34

0% more funds holding

Funds holding: 115115 (0)

0% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 11

18% less capital invested

Capital invested by funds: $185M → $151M (-$34M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1K

Holders
115
Holders Change
Holders Change %
0%
% of All Funds
1.98%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
52
Reduced
34
Closed
11
Calls
Puts
$1K
Net Calls
-$1K
Net Calls Change
-$88K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$22.2M -$2.25M -289,654 -8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$11.3M +$625K +80,538 +5%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$11.3M +$393K +50,582 +3%
DRZID
4
DePrince Race & Zollo Inc (DRZ)
Florida
$11M -$345K -44,472 -2%
Renaissance Technologies
5
Renaissance Technologies
New York
$9.21M -$2.5M -321,677 -18%
Russell Investments Group
6
Russell Investments Group
United Kingdom
$7.98M +$957K +123,307 +11%
ER
7
EVR Research
Virginia
$6.73M +$2.91M +375,060 +54%
Hotchkis & Wiley Capital Management
8
Hotchkis & Wiley Capital Management
California
$4.75M -$997K -128,400 -15%
State Street
9
State Street
Massachusetts
$4.4M -$4.55K -586 -0.1%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$4.35M +$106K +13,664 +2%
Invesco
11
Invesco
Georgia
$3.75M -$65.3K -8,408 -1%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$3.68M +$1.59M +205,459 +54%
GWI
13
Grace & White Inc
New York
$3.43M +$880K +113,406 +26%
Charles Schwab
14
Charles Schwab
California
$3.21M +$1.17M +151,209 +42%
KCM
15
Kennedy Capital Management
Missouri
$3.09M +$47.5K +6,120 +1%
FP
16
Foundry Partners
Minnesota
$2.79M +$51.6K +6,647 +2%
Goldman Sachs
17
Goldman Sachs
New York
$2.74M -$670K -86,369 -17%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$2.25M +$114K +14,668 +4%
Northern Trust
19
Northern Trust
Illinois
$1.99M -$57.5K -7,404 -2%
Jacobs Levy Equity Management
20
Jacobs Levy Equity Management
New Jersey
$1.91M -$309K -39,822 -12%
PCM
21
Penn Capital Management
Pennsylvania
$1.73M -$110K -14,167 -5%
BFA
22
Bragg Financial Advisors
North Carolina
$1.6M +$8.88K +1,144 +0.5%
TA
23
Teton Advisors
New York
$1.59M -$15.5K -2,000 -0.8%
GI
24
GAMCO Investors
Connecticut
$1.52M +$77.6K +10,000 +4%
AQR Capital Management
25
AQR Capital Management
Connecticut
$1.24M +$821K +105,715 +115%

KBAL Hedge Fund Activity: Q3 2022 in Review

115 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Kimball International (KBAL) for Q3 2022, worth a combined $151M — down 18% from $185M a quarter earlier.

Fund positioning in KBAL was balanced in Q3 2022: 11 funds opened new positions, 11 closed out, 52 added to existing stakes and 34 trimmed.

The largest buyer was EVR Research, adding an estimated $2.91M. The largest seller was J. Goldman & Co, exiting entirely with an estimated $2.77M sold.

  • 115 institutional investors held Kimball International (KBAL) as of Q3 2022, unchanged from Q2 2022.
  • Funds reported $151M of Kimball International stock for Q3 2022, down 18% quarter-over-quarter.
  • 11 funds opened new Kimball International positions in Q3 2022 and 11 closed out, a net change of 0 holders.
  • The largest Kimball International buyer in Q3 2022 was EVR Research, an estimated $2.91M added.
  • The largest Kimball International seller in Q3 2022 was J. Goldman & Co, an estimated $2.77M sold.

Based on aggregated 13F filings for Q3 2022.