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KE

Kimball Electronics
KE

86 hedge funds and large institutions have $200M invested in Kimball Electronics in 2015 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 27 increasing their positions, 24 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more capital invested

Capital invested by funds: $163M → $200M (+$37.6M)

13% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 24

9% less funds holding

Funds holding: 94 → 86 (-8)

50% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 16

Holders
86
Holders Change
-8
Holders Change %
-8.51%
% of All Funds
2.29%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.05%
New
8
Increased
27
Reduced
24
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
NIMC
NWQ Investment Management Company
California
+$3.23M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$2.44M
3
WC
Walthausen & Co
New York
+$2.27M
4
SCM
Simcoe Capital Management
New York
+$2.16M
5
RFC
Russell Frank Company
Washington
+$2.02M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$2.27M
2
BIT
BlackRock Institutional Trust
California
-$1.44M
3
Morgan Stanley
Morgan Stanley
New York
-$1.21M
4
AA
Ancora Advisors
Ohio
-$1.17M
5
Renaissance Technologies
Renaissance Technologies
New York
-$1.04M
Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
26
Panagora Asset Management
Massachusetts
$1.84M +$383K +31,973 +33%
AA
27
Ancora Advisors
Ohio
$1.73M -$1.17M -97,567 Closed
BCM
28
Bridgeway Capital Management
Texas
$1.55M – – –
MM
29
Midas Management
New York
$1.54M – – –
TCIM
30
TIAA CREF Investment Management
New York
$1.5M -$39.8K -3,319 -3%
Franklin Resources
31
Franklin Resources
California
$1.42M – – –
California Public Employees Retirement System
32
California Public Employees Retirement System
California
$1.28M – – –
Wells Fargo
33
Wells Fargo
California
$1.26M +$20.8K +1,731 +2%
BIM
34
BlackRock Investment Management
Delaware
$1.21M +$983 +82 +0.1%
MRCM
35
Mill Road Capital Management
Connecticut
$1.16M +$984K +82,072 New
Prudential Financial
36
Prudential Financial
New Jersey
$1.08M +$544K +45,325 +145%
GWI
37
Grace & White Inc
New York
$1.04M – – –
GCIA
38
Gabelli & Co Investment Advisers
New York
$929K – – –
GI
39
GAMCO Investors
Connecticut
$765K -$258K -21,500 -28%
GF
40
Gabelli Funds
New York
$765K -$89.9K -7,500 -12%
Deutsche Bank
41
Deutsche Bank
Germany
$741K -$239K -19,920 -27%
California State Teachers Retirement System (CalSTRS)
42
California State Teachers Retirement System (CalSTRS)
California
$664K -$9.59K -800 -2%
Charles Schwab
43
Charles Schwab
California
$644K – – –
GIPM
44
G2 Investment Partners Management
New York
$615K +$522K +43,514 New
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$581K +$6K +500 +1%
AllianceBernstein
46
AllianceBernstein
Tennessee
$559K -$3.6K -300 -0.8%
BA
47
BlackRock Advisors
Delaware
$540K -$364K -30,338 -44%
TA
48
Teachers Advisors
New York
$525K +$13.8K +1,152 +3%
AI
49
Analytic Investors
California
$515K -$360K -29,999 -45%
American Century Companies
50
American Century Companies
Missouri
$454K -$550K -45,889 -59%
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KE Hedge Fund Activity: Q1 2015 in Review

86 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Kimball Electronics (KE) for Q1 2015, worth a combined $200M — up 23% from $163M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of KE and 8 opened new positions — a net loss of 8 holders — while 24 trimmed existing stakes and 27 added.

The largest buyer was NWQ Investment Management Company, opening a new position worth an estimated $3.23M. The largest seller was JP Morgan Chase, cutting an estimated $2.27M.

  • 86 institutional investors held Kimball Electronics (KE) as of Q1 2015, down from 94 in Q4 2014.
  • Funds reported $200M of Kimball Electronics stock for Q1 2015, up 23% quarter-over-quarter.
  • 8 funds opened new Kimball Electronics positions in Q1 2015 and 16 closed out, a net change of -8 holders.
  • The largest Kimball Electronics buyer in Q1 2015 was NWQ Investment Management Company, an estimated $3.23M added.
  • The largest Kimball Electronics seller in Q1 2015 was JP Morgan Chase, an estimated $2.27M sold.

Based on aggregated 13F filings for Q1 2015.