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KE

Kimball Electronics
KE

100 hedge funds and large institutions have $204M invested in Kimball Electronics in 2016 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 36 increasing their positions, 31 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 31

6% more capital invested

Capital invested by funds: $193M → $204M (+$11M)

4% less funds holding

Funds holding: 104 → 100 (-4)

33% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 9

Holders
100
Holders Change
-4
Holders Change %
-3.85%
% of All Funds
2.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
36
Reduced
31
Closed
9
Calls
$3K
Puts
–
Net Calls
+$3K
Net Calls Change
+$3K

Top Buyers

Rank Fund Capital Flow
1
SIM
Spark Investment Management
New York
+$1.29M
2
AA
Ancora Advisors
Ohio
+$1.03M
3
BFA
BlackRock Fund Advisors
California
+$675K
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$526K
5
LSV Asset Management
LSV Asset Management
Illinois
+$437K

Top Sellers

Rank Fund Capital Flow
1
FMWA
Forvis Mazars Wealth Advisors
Missouri
-$5.98M
2
SCM
Simcoe Capital Management
New York
-$5.66M
3
EA
Emerald Acquisition
Washington
-$942K
4
Bank of America
Bank of America
North Carolina
-$597K
5
SCA
Secor Capital Advisors
New York
-$531K
Name Holding Trade Value Shares
Change 		Change in
Stake
MDCM
26
Morgan Dempsey Capital Management
Wisconsin
$2.05M -$276K -22,124 -13%
SIM
27
Spark Investment Management
New York
$1.94M +$1.29M +103,500 +284%
BIM
28
BlackRock Investment Management
Delaware
$1.64M -$19.7K -1,583 -1%
BCM
29
Bridgeway Capital Management
Texas
$1.52M +$3.74K +300 +0.3%
Franklin Resources
30
Franklin Resources
California
$1.4M – – –
NFA
31
Nationwide Fund Advisors
Ohio
$1.35M – – –
PH
32
Pinnacle Holdings
Oklahoma
$1.24M -$10.2K -815 -0.9%
AI
33
Analytic Investors
California
$1.2M -$9.96K -799 -0.9%
GWI
34
Grace & White Inc
New York
$1.06M -$37.1K -2,975 -4%
MTB
35
Mizuho Trust & Banking
Japan
$952K – – –
Arrowstreet Capital
36
Arrowstreet Capital
Massachusetts
$906K -$69.9K -5,610 -8%
D.E. Shaw & Co
37
D.E. Shaw & Co
New York
$897K +$368K +29,553 +84%
California Public Employees Retirement System
38
California Public Employees Retirement System
California
$895K -$56.1K -4,500 -7%
CCMH
39
Cornerstone Capital Management Holdings
New York
$844K +$130K +10,400 +21%
California State Teachers Retirement System (CalSTRS)
40
California State Teachers Retirement System (CalSTRS)
California
$823K +$6.23K +500 +0.8%
Charles Schwab
41
Charles Schwab
California
$787K – – –
Two Sigma Investments
42
Two Sigma Investments
New York
$769K +$265K +21,248 +62%
LSV Asset Management
43
LSV Asset Management
Illinois
$724K +$437K +35,061 +203%
OAM
44
Oxford Asset Management
United Kingdom
$699K -$307K -24,623 -33%
Swiss National Bank
45
Swiss National Bank
Switzerland
$643K – – –
US Bancorp
46
US Bancorp
Minnesota
$628K +$7.73K +620 +1%
TA
47
Teachers Advisors
New York
$623K +$30.7K +2,462 +6%
Invesco
48
Invesco
Georgia
$558K +$127K +10,225 +34%
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$553K +$1.5K +120 +0.3%
Wells Fargo
50
Wells Fargo
California
$517K -$1.73K -139 -0.4%
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KE Hedge Fund Activity: Q3 2016 in Review

100 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Kimball Electronics (KE) for Q3 2016, worth a combined $204M — up 5.7% from $193M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of KE and 6 opened new positions — a net loss of 3 holders — while 31 trimmed existing stakes and 36 added.

The largest buyer was Spark Investment Management, adding an estimated $1.29M. The largest seller was Forvis Mazars Wealth Advisors, exiting entirely with an estimated $5.98M sold.

  • 100 institutional investors held Kimball Electronics (KE) as of Q3 2016, down from 104 in Q2 2016.
  • Funds reported $204M of Kimball Electronics stock for Q3 2016, up 5.7% quarter-over-quarter.
  • 6 funds opened new Kimball Electronics positions in Q3 2016 and 9 closed out, a net change of -3 holders.
  • The largest Kimball Electronics buyer in Q3 2016 was Spark Investment Management, an estimated $1.29M added.
  • The largest Kimball Electronics seller in Q3 2016 was Forvis Mazars Wealth Advisors, an estimated $5.98M sold.

Based on aggregated 13F filings for Q3 2016.