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KE

Kimball Electronics
KE

112 hedge funds and large institutions have $263M invested in Kimball Electronics in 2016 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 36 increasing their positions, 38 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 11

52.66% more ownership

Funds ownership: 0% → 52.66% (+53%)

29% more capital invested

Capital invested by funds: $204M → $263M (+$59.4M)

12% more funds holding

Funds holding: 100 → 112 (+12)

5% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 38

Holders
112
Holders Change
+12
Holders Change %
+12%
% of All Funds
2.8%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
36
Reduced
38
Closed
11
Calls
$8K
Puts
–
Net Calls
+$8K
Net Calls Change
+$5K

Top Buyers

1
MCM
McKinley Capital Management
Alaska
+$2.34M
2
BFA
BlackRock Fund Advisors
California
+$2.32M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$2.12M
4
Morgan Stanley
Morgan Stanley
New York
+$1.89M
5
OAM
Oxford Asset Management
United Kingdom
+$1.37M

Top Sellers

1
NIMC
NWQ Investment Management Company
California
-$9.69M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$9.22M
3
HRCM
Hawk Ridge Capital Management
California
-$3.3M
4
DSC
Donald Smith & Co
New York
-$1.57M
5
MTB
Mizuho Trust & Banking
Japan
-$952K
Name Holding Trade Value Shares
Change 		Change in
Stake
NFA
26
Nationwide Fund Advisors
Ohio
$2.55M +$680K +42,335 +43%
OAM
27
Oxford Asset Management
United Kingdom
$2.48M +$1.37M +85,575 +170%
Morgan Stanley
28
Morgan Stanley
New York
$2.25M +$1.89M +117,643 +1,945%
SIM
29
Spark Investment Management
New York
$2.24M -$267K -16,600 -12%
Wells Fargo
30
Wells Fargo
California
$2.18M +$1.32M +82,441 +221%
BIM
31
BlackRock Investment Management
Delaware
$2.14M -$13.5K -843 -0.7%
TCIM
32
TIAA CREF Investment Management
New York
$2.05M +$351K +21,866 +24%
BCM
33
Bridgeway Capital Management
Texas
$2M – – –
MAM
34
Martingale Asset Management
Massachusetts
$2M +$1.26M +78,412 +251%
Two Sigma Investments
35
Two Sigma Investments
New York
$1.93M +$809K +50,391 +91%
HRCM
36
Hawk Ridge Capital Management
California
$1.82M -$3.3M -205,526 -67%
Franklin Resources
37
Franklin Resources
California
$1.8M -$27.7K -1,725 -2%
PH
38
Pinnacle Holdings
Oklahoma
$1.61M -$14.8K -920 -1%
D.E. Shaw & Co
39
D.E. Shaw & Co
New York
$1.38M +$174K +10,835 +17%
LSV Asset Management
40
LSV Asset Management
Illinois
$1.29M +$299K +18,600 +36%
California Public Employees Retirement System
41
California Public Employees Retirement System
California
$1.12M -$51.4K -3,200 -5%
CAM
42
ClariVest Asset Management
California
$1.09M +$964K +60,012 New
MERSOM
43
Municipal Employees' Retirement System of Michigan
Michigan
$1.08M +$955K +59,440 New
California State Teachers Retirement System (CalSTRS)
44
California State Teachers Retirement System (CalSTRS)
California
$1.05M -$24.1K -1,500 -3%
Two Sigma Advisers
45
Two Sigma Advisers
New York
$999K +$623K +38,800 +241%
TA
46
Teachers Advisors
New York
$972K +$136K +8,457 +19%
GWI
47
Grace & White Inc
New York
$889K -$442K -27,493 -36%
Charles Schwab
48
Charles Schwab
California
$887K -$129K -8,000 -14%
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$863K +$762K +47,442 New
Citigroup
50
Citigroup
New York
$861K +$547K +34,048 +256%
1
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3 4 5

KE Hedge Fund Activity: Q4 2016 in Review

112 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Kimball Electronics (KE) for Q4 2016, worth a combined $263M — up 29% from $204M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new KE positions and 11 closed out — a net gain of 14 holders — while 36 added to existing stakes and 38 trimmed.

The largest buyer was McKinley Capital Management, opening a new position worth an estimated $2.34M. The largest seller was NWQ Investment Management Company, cutting an estimated $9.69M.

  • 112 institutional investors held Kimball Electronics (KE) as of Q4 2016, up from 100 in Q3 2016.
  • Funds reported $263M of Kimball Electronics stock for Q4 2016, up 29% quarter-over-quarter.
  • 25 funds opened new Kimball Electronics positions in Q4 2016 and 11 closed out, a net change of +14 holders.
  • The largest Kimball Electronics buyer in Q4 2016 was McKinley Capital Management, an estimated $2.34M added.
  • The largest Kimball Electronics seller in Q4 2016 was NWQ Investment Management Company, an estimated $9.69M sold.

Based on aggregated 13F filings for Q4 2016.