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KBAL

Kimball International

Delisted

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

120 hedge funds and large institutions have $144M invested in Kimball International in 2022 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 45 increasing their positions, 38 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 10

18% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 38

4% more funds holding

Funds holding: 115120 (+5)

5% less capital invested

Capital invested by funds: $151M → $144M (-$6.84M)

20% less call options, than puts

Call options by funds: $35K | Put options by funds: $44K

Holders
120
Holders Change
+5
Holders Change %
+4.35%
% of All Funds
1.93%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
45
Reduced
38
Closed
10
Calls
$35K
Puts
$44K
Net Calls
-$9K
Net Calls Change
-$8K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$23.3M +$365K +53,382 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$12.2M +$523K +76,425 +4%
Renaissance Technologies
3
Renaissance Technologies
New York
$9.07M -$466K -68,209 -5%
DRZID
4
DePrince Race & Zollo Inc (DRZ)
Florida
$8.84M -$2.71M -395,820 -23%
ER
5
EVR Research
Virginia
$7.07M +$123K +18,000 +2%
Russell Investments Group
6
Russell Investments Group
United Kingdom
$5.94M -$2.43M -354,861 -28%
Hotchkis & Wiley Capital Management
7
Hotchkis & Wiley Capital Management
California
$5.24M +$347K +50,680 +7%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$4.51M +$21.3K +3,119 +0.5%
State Street
9
State Street
Massachusetts
$4.46M -$85.9K -12,562 -2%
Charles Schwab
10
Charles Schwab
California
$4.34M +$1.08M +157,363 +31%
Invesco
11
Invesco
Georgia
$4.13M +$276K +40,428 +7%
GWI
12
Grace & White Inc
New York
$3.77M +$239K +35,000 +6%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$3.75M -$57K -8,332 -1%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$3.38M +$1.11M +162,881 +46%
KCM
15
Kennedy Capital Management
Missouri
$3.02M -$180K -26,376 -5%
FP
16
Foundry Partners
Minnesota
$2.88M -$2.09K -305 -0.1%
Millennium Management
17
Millennium Management
New York
$2.43M +$2M +292,878 +362%
Northern Trust
18
Northern Trust
Illinois
$2.08M +$18.9K +2,760 +0.9%
Goldman Sachs
19
Goldman Sachs
New York
$2.03M -$837K -122,440 -28%
GI
20
GAMCO Investors
Connecticut
$1.72M +$162K +23,700 +10%
BFA
21
Bragg Financial Advisors
North Carolina
$1.7M +$48.3K +7,068 +3%
Jacobs Levy Equity Management
22
Jacobs Levy Equity Management
New Jersey
$1.69M -$299K -43,689 -14%
First Eagle Investment Management
23
First Eagle Investment Management
New York
$1.67M +$675K +98,643 +62%
Morgan Stanley
24
Morgan Stanley
New York
$1.52M +$343K +50,196 +27%
TA
25
Teton Advisors
New York
$1.51M -$137K -20,000 -8%

KBAL Hedge Fund Activity: Q4 2022 in Review

120 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Kimball International (KBAL) for Q4 2022, worth a combined $144M — down 4.5% from $151M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new KBAL positions and 10 closed out — a net gain of 5 holders — while 45 added to existing stakes and 38 trimmed.

The largest buyer was Millennium Management, adding an estimated $2M. The largest seller was DePrince Race & Zollo Inc (DRZ), cutting an estimated $2.71M.

  • 120 institutional investors held Kimball International (KBAL) as of Q4 2022, up from 115 in Q3 2022.
  • Funds reported $144M of Kimball International stock for Q4 2022, down 4.5% quarter-over-quarter.
  • 15 funds opened new Kimball International positions in Q4 2022 and 10 closed out, a net change of +5 holders.
  • The largest Kimball International buyer in Q4 2022 was Millennium Management, an estimated $2M added.
  • The largest Kimball International seller in Q4 2022 was DePrince Race & Zollo Inc (DRZ), an estimated $2.71M sold.

Based on aggregated 13F filings for Q4 2022.