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KBAL

Kimball International

Delisted

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

118 hedge funds and large institutions have $312M invested in Kimball International in 2023 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 36 increasing their positions, 36 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more capital invested

Capital invested by funds: $144M → $312M (+$168M)

0% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 36

6% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 34

2% less funds holding

Funds holding: 120118 (-2)

62% less call options, than puts

Call options by funds: $140K | Put options by funds: $364K

Holders
118
Holders Change
-2
Holders Change %
-1.67%
% of All Funds
1.88%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
32
Increased
36
Reduced
36
Closed
34
Calls
$140K
Puts
$364K
Net Calls
-$224K
Net Calls Change
-$215K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$31M -$9.34M -1,084,612 -30%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$22.8M +$170K +19,705 +1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$22.5M -$492K -57,154 -3%
GCL
4
Glazer Capital LLC
New York
$21.9M +$15.2M +1,769,684 New
VI
5
Versor Investments
New York
$19.9M +$13.8M +1,602,336 New
Renaissance Technologies
6
Renaissance Technologies
New York
$17.1M -$129K -15,000 -1%
WIC
7
Water Island Capital
New York
$15.6M +$10.8M +1,256,548 New
MF
8
Magnetar Financial
Illinois
$10.9M +$7.59M +882,170 New
Morgan Stanley
9
Morgan Stanley
New York
$10.3M +$5.14M +597,276 +255%
State Street
10
State Street
Massachusetts
$9.45M +$686K +79,675 +12%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$8.84M +$160K +18,572 +3%
GWI
12
Grace & White Inc
New York
$7.51M +$226K +26,200 +5%
Russell Investments Group
13
Russell Investments Group
United Kingdom
$6.54M -$3.33M -386,296 -42%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$6.32M -$87.6K -10,173 -2%
E
15
Ergoteles
New York
$5.56M +$3.86M +448,786 New
TC
16
Trium Capital
United Kingdom
$5.09M +$3.53M +410,346 New
Hotchkis & Wiley Capital Management
17
Hotchkis & Wiley Capital Management
California
$4.92M -$3.53M -409,740 -51%
Millennium Management
18
Millennium Management
New York
$4.64M +$3.45K +401 +0.1%
Citadel Advisors
19
Citadel Advisors
Florida
$4.36M +$2.35M +273,082 +348%
Northern Trust
20
Northern Trust
Illinois
$3.84M -$86.6K -10,062 -3%
Qube Research & Technologies (QRT)
21
Qube Research & Technologies (QRT)
United Kingdom
$3.57M +$2.3M +267,427 +1,317%
GI
22
GAMCO Investors
Connecticut
$3.46M +$120K +13,900 +5%
Tudor Investment Corp
23
Tudor Investment Corp
Connecticut
$3.35M +$2.33M +270,213 New
DRZID
24
DePrince Race & Zollo Inc (DRZ)
Florida
$3.31M -$9.41M -1,092,817 -80%
BFA
25
Bragg Financial Advisors
North Carolina
$3.24M +$2.09K +243 +0.1%

KBAL Hedge Fund Activity: Q1 2023 in Review

118 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Kimball International (KBAL) for Q1 2023, worth a combined $312M — up 117% from $144M a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of KBAL and 32 opened new positions — a net loss of 2 holders — while 36 trimmed existing stakes and 36 added.

The largest buyer was Glazer Capital LLC, opening a new position worth an estimated $15.2M. The largest seller was DePrince Race & Zollo Inc (DRZ), cutting an estimated $9.41M.

  • 118 institutional investors held Kimball International (KBAL) as of Q1 2023, down from 120 in Q4 2022.
  • Funds reported $312M of Kimball International stock for Q1 2023, up 117% quarter-over-quarter.
  • 32 funds opened new Kimball International positions in Q1 2023 and 34 closed out, a net change of -2 holders.
  • The largest Kimball International buyer in Q1 2023 was Glazer Capital LLC, an estimated $15.2M added.
  • The largest Kimball International seller in Q1 2023 was DePrince Race & Zollo Inc (DRZ), an estimated $9.41M sold.

Based on aggregated 13F filings for Q1 2023.