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KE

Kimball Electronics
KE

109 hedge funds and large institutions have $254M invested in Kimball Electronics in 2017 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 38 increasing their positions, 29 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 29

21% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 14

2.08% more ownership

Funds ownership: 52.66% → 54.75% (+2.1%)

4% less capital invested

Capital invested by funds: $263M → $254M (-$9.79M)

3% less funds holding

Funds holding: 112 → 109 (-3)

Holders
109
Holders Change
-3
Holders Change %
-2.68%
% of All Funds
2.71%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
38
Reduced
29
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$31.1M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$3.82M
3
B
Barings
North Carolina
+$3.27M
4
Millennium Management
Millennium Management
New York
+$2.8M
5
Renaissance Technologies
Renaissance Technologies
New York
+$1.79M

Top Sellers

Rank Fund Capital Flow
1
RA
Royce & Associates
New York
-$9.53M
2
NIMC
NWQ Investment Management Company
California
-$2.74M
3
MCM
McKinley Capital Management
Alaska
-$2.65M
4
AA
Ancora Advisors
Ohio
-$1.86M
5
MDCM
Morgan Dempsey Capital Management
Wisconsin
-$1.27M
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
26
Wells Fargo
California
$2.4M +$365K +21,885 +18%
TCIM
27
TIAA CREF Investment Management
New York
$2.35M +$435K +26,079 +23%
LSV Asset Management
28
LSV Asset Management
Illinois
$2.19M +$974K +58,428 +82%
Invesco
29
Invesco
Georgia
$1.99M +$1.27M +76,231 +186%
Morgan Stanley
30
Morgan Stanley
New York
$1.93M -$163K -9,755 -8%
MAM
31
Martingale Asset Management
Massachusetts
$1.89M +$26.8K +1,610 +1%
BCM
32
Bridgeway Capital Management
Texas
$1.86M – – –
Two Sigma Investments
33
Two Sigma Investments
New York
$1.79M – – –
HRCM
34
Hawk Ridge Capital Management
California
$1.7M – – –
Franklin Resources
35
Franklin Resources
California
$1.68M – – –
CAM
36
ClariVest Asset Management
California
$1.49M +$461K +27,642 +46%
PH
37
Pinnacle Holdings
Oklahoma
$1.42M -$75K -4,500 -5%
D.E. Shaw & Co
38
D.E. Shaw & Co
New York
$1.36M +$75K +4,500 +6%
OSAM
39
O'Shaughnessy Asset Management
Connecticut
$1.25M +$760K +45,554 +161%
MDCM
40
Morgan Dempsey Capital Management
Wisconsin
$1.2M -$1.27M -76,336 -52%
DGHMC
41
Dalton, Greiner, Hartman, Maher & Co
New York
$1.18M +$1.16M +69,793 New
Two Sigma Advisers
42
Two Sigma Advisers
New York
$1.13M +$199K +11,928 +22%
AQR Capital Management
43
AQR Capital Management
Connecticut
$1.11M +$1.09M +65,254 New
TA
44
Teachers Advisors
New York
$1.1M +$192K +11,507 +22%
Federated Hermes
45
Federated Hermes
Pennsylvania
$1.05M +$1.02M +61,254 +9,409%
MERSOM
46
Municipal Employees' Retirement System of Michigan
Michigan
$1.01M – – –
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$997K -$43.4K -2,600 -4%
California State Teachers Retirement System (CalSTRS)
48
California State Teachers Retirement System (CalSTRS)
California
$958K -$23.3K -1,400 -2%
GWI
49
Grace & White Inc
New York
$827K – – –
Charles Schwab
50
Charles Schwab
California
$826K – – –
1
2
3 4 5

KE Hedge Fund Activity: Q1 2017 in Review

109 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Kimball Electronics (KE) for Q1 2017, worth a combined $254M — down 3.7% from $263M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new KE positions and 14 closed out — a net gain of 3 holders — while 38 added to existing stakes and 29 trimmed.

The largest buyer was BlackRock, adding an estimated $31.1M. The largest seller was Royce & Associates, exiting entirely with an estimated $9.53M sold.

  • 109 institutional investors held Kimball Electronics (KE) as of Q1 2017, down from 112 in Q4 2016.
  • Funds reported $254M of Kimball Electronics stock for Q1 2017, down 3.7% quarter-over-quarter.
  • 17 funds opened new Kimball Electronics positions in Q1 2017 and 14 closed out, a net change of +3 holders.
  • The largest Kimball Electronics buyer in Q1 2017 was BlackRock, an estimated $31.1M added.
  • The largest Kimball Electronics seller in Q1 2017 was Royce & Associates, an estimated $9.53M sold.

Based on aggregated 13F filings for Q1 2017.