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KE

Kimball Electronics
KE

112 hedge funds and large institutions have $292M invested in Kimball Electronics in 2018 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 35 increasing their positions, 44 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more capital invested

Capital invested by funds: $261M → $292M (+$31.1M)

0.82% less ownership

Funds ownership: 60.5% → 59.68% (-0.82%)

6% less funds holding

Funds holding: 119 → 112 (-7)

20% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 44

60% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 10

Holders
112
Holders Change
-7
Holders Change %
-5.88%
% of All Funds
2.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
35
Reduced
44
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Stifel Financial
Stifel Financial
Missouri
+$4.83M
2
DGHMC
Dalton, Greiner, Hartman, Maher & Co
New York
+$1.14M
3
RA
Royce & Associates
New York
+$1.13M
4
AG
Algert Global
California
+$975K
5
AA
Ancora Advisors
Ohio
+$740K

Top Sellers

1
BPM
Bowling Portfolio Management
Ohio
-$1.69M
2
DSC
Donald Smith & Co
New York
-$1.25M
3
AQR Capital Management
AQR Capital Management
Connecticut
-$1.06M
4
Invesco
Invesco
Georgia
-$1.03M
5
JP Morgan Chase
JP Morgan Chase
New York
-$682K
Name Holding Trade Value Shares
Change 		Change in
Stake
KIM
26
Kestrel Investment Management
California
$2.96M -$92K -5,150 -3%
Goldman Sachs
27
Goldman Sachs
New York
$2.51M -$527K -29,530 -18%
Charles Schwab
28
Charles Schwab
California
$2.5M +$336K +18,836 +16%
BCM
29
Bridgeway Capital Management
Texas
$2.45M – – –
RHJA
30
Rice Hall James & Associates
California
$2.35M -$7.14K -400 -0.3%
SIM
31
Spark Investment Management
New York
$2.29M -$102K -5,700 -4%
TA
32
Teton Advisors
New York
$2.12M – – –
PAIM
33
Punch & Associates Investment Management
Minnesota
$1.98M +$589K +33,000 +44%
CIBC Private Wealth Group
34
CIBC Private Wealth Group
Georgia
$1.8M – – –
TCIM
35
TIAA CREF Investment Management
New York
$1.72M -$91K -5,096 -5%
D.E. Shaw & Co
36
D.E. Shaw & Co
New York
$1.57M +$179K +10,017 +13%
CAM
37
ClariVest Asset Management
California
$1.56M +$8.93K +500 +0.6%
California Public Employees Retirement System
38
California Public Employees Retirement System
California
$1.55M +$386K +21,640 +34%
Franklin Resources
39
Franklin Resources
California
$1.45M – – –
PH
40
Pinnacle Holdings
Oklahoma
$1.42M +$8.71K +488 +0.6%
MAM
41
Martingale Asset Management
Massachusetts
$1.36M -$60.7K -3,400 -4%
Assenagon Asset Management
42
Assenagon Asset Management
Luxembourg
$1.24M -$14.7K -821 -1%
TA
43
Teachers Advisors
New York
$1.22M – – –
Wells Fargo
44
Wells Fargo
California
$1.18M -$34.3K -1,923 -3%
Federated Hermes
45
Federated Hermes
Pennsylvania
$1.13M +$8.48K +475 +0.8%
Morgan Stanley
46
Morgan Stanley
New York
$1.04M +$44.9K +2,515 +5%
Millennium Management
47
Millennium Management
New York
$1.01M +$583K +32,673 +144%
OAM
48
Oxford Asset Management
United Kingdom
$990K +$122K +6,839 +15%
Deutsche Bank
49
Deutsche Bank
Germany
$987K -$86.2K -4,825 -8%
Invesco
50
Invesco
Georgia
$883K -$1.03M -57,827 -55%
1
2
3 4 5

KE Hedge Fund Activity: Q2 2018 in Review

112 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Kimball Electronics (KE) for Q2 2018, worth a combined $292M — up 12% from $261M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of KE and 4 opened new positions — a net loss of 6 holders — while 44 trimmed existing stakes and 35 added.

The largest buyer was Stifel Financial, adding an estimated $4.83M. The largest seller was Bowling Portfolio Management, exiting entirely with an estimated $1.69M sold.

  • 112 institutional investors held Kimball Electronics (KE) as of Q2 2018, down from 119 in Q1 2018.
  • Funds reported $292M of Kimball Electronics stock for Q2 2018, up 12% quarter-over-quarter.
  • 4 funds opened new Kimball Electronics positions in Q2 2018 and 10 closed out, a net change of -6 holders.
  • The largest Kimball Electronics buyer in Q2 2018 was Stifel Financial, an estimated $4.83M added.
  • The largest Kimball Electronics seller in Q2 2018 was Bowling Portfolio Management, an estimated $1.69M sold.

Based on aggregated 13F filings for Q2 2018.