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KE

Kimball Electronics
KE

119 hedge funds and large institutions have $261M invested in Kimball Electronics in 2018 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 32 increasing their positions, 51 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.87% more ownership

Funds ownership: 58.63% → 60.5% (+1.9%)

0% more funds holding

Funds holding: 119 → 119 (0)

0% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 15

9% less capital invested

Capital invested by funds: $287M → $261M (-$26.4M)

37% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 51

Holders
119
Holders Change
–
Holders Change %
0%
% of All Funds
2.73%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
32
Reduced
51
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FMWA
Forvis Mazars Wealth Advisors
Missouri
+$6.63M
2
RA
Royce & Associates
New York
+$5.15M
3
Russell Investments Group
Russell Investments Group
United Kingdom
+$2.2M
4
AA
Ancora Advisors
Ohio
+$1.77M
5
AG
Algert Global
California
+$1.66M

Top Sellers

Rank Fund Capital Flow
1
B
Barings
North Carolina
-$2.91M
2
IA
IndexIQ Advisors
New York
-$1.52M
3
DSC
Donald Smith & Co
New York
-$1.24M
4
Morgan Stanley
Morgan Stanley
New York
-$1.21M
5
AQR Capital Management
AQR Capital Management
Connecticut
-$1.05M
Name Holding Trade Value Shares
Change 		Change in
Stake
AG
26
Algert Global
California
$2.58M +$1.66M +92,597 +138%
BCM
27
Bridgeway Capital Management
Texas
$2.16M -$6.29K -350 -0.3%
SIM
28
Spark Investment Management
New York
$2.11M -$584K -32,500 -20%
RHJA
29
Rice Hall James & Associates
California
$2.08M +$245K +13,641 +12%
DGHMC
30
Dalton, Greiner, Hartman, Maher & Co
New York
$1.92M -$180K -10,026 -8%
Charles Schwab
31
Charles Schwab
California
$1.91M +$65.2K +3,627 +3%
TA
32
Teton Advisors
New York
$1.87M – – –
Invesco
33
Invesco
Georgia
$1.71M -$222K -12,343 -10%
BPM
34
Bowling Portfolio Management
Ohio
$1.69M +$281K +15,609 +18%
TCIM
35
TIAA CREF Investment Management
New York
$1.6M -$86K -4,781 -5%
CIBC Private Wealth Group
36
CIBC Private Wealth Group
Georgia
$1.59M – – –
CAM
37
ClariVest Asset Management
California
$1.37M +$76.8K +4,272 +5%
Franklin Resources
38
Franklin Resources
California
$1.28M – – –
MAM
39
Martingale Asset Management
Massachusetts
$1.25M -$408K -22,700 -23%
PH
40
Pinnacle Holdings
Oklahoma
$1.25M +$58.1K +3,230 +4%
D.E. Shaw & Co
41
D.E. Shaw & Co
New York
$1.22M +$229K +12,759 +20%
PAIM
42
Punch & Associates Investment Management
Minnesota
$1.21M +$1.35M +75,000 New
Assenagon Asset Management
43
Assenagon Asset Management
Luxembourg
$1.1M +$1.23M +68,400 New
TA
44
Teachers Advisors
New York
$1.07M – – –
Wells Fargo
45
Wells Fargo
California
$1.07M -$665 -37 -0.1%
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$1.02M +$74.4K +4,140 +7%
Federated Hermes
47
Federated Hermes
Pennsylvania
$993K -$8.36K -465 -0.8%
Deutsche Bank
48
Deutsche Bank
Germany
$946K -$48K -2,670 -4%
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$908K +$103K +5,727 +11%
Morgan Stanley
50
Morgan Stanley
New York
$881K -$1.21M -67,085 -55%
1
2
3 4 5

KE Hedge Fund Activity: Q1 2018 in Review

119 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Kimball Electronics (KE) for Q1 2018, worth a combined $261M — down 9.2% from $287M a quarter earlier.

Fund positioning in KE was balanced in Q1 2018: 15 funds opened new positions, 15 closed out, 32 added to existing stakes and 51 trimmed.

The largest buyer was Forvis Mazars Wealth Advisors, opening a new position worth an estimated $6.63M. The largest seller was Barings, exiting entirely with an estimated $2.91M sold.

  • 119 institutional investors held Kimball Electronics (KE) as of Q1 2018, unchanged from Q4 2017.
  • Funds reported $261M of Kimball Electronics stock for Q1 2018, down 9.2% quarter-over-quarter.
  • 15 funds opened new Kimball Electronics positions in Q1 2018 and 15 closed out, a net change of 0 holders.
  • The largest Kimball Electronics buyer in Q1 2018 was Forvis Mazars Wealth Advisors, an estimated $6.63M added.
  • The largest Kimball Electronics seller in Q1 2018 was Barings, an estimated $2.91M sold.

Based on aggregated 13F filings for Q1 2018.