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KE

Kimball Electronics
KE

120 hedge funds and large institutions have $241M invested in Kimball Electronics in 2019 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 26 increasing their positions, 54 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

3% more funds holding

Funds holding: 116 → 120 (+4)

2.99% more ownership

Funds ownership: 57.68% → 60.68% (+3%)

2% more capital invested

Capital invested by funds: $236M → $241M (+$5.42M)

52% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 54

Holders
120
Holders Change
+4
Holders Change %
+3.45%
% of All Funds
2.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
26
Reduced
54
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
NIMC
NWQ Investment Management Company
California
+$8.15M
2
FMWA
Forvis Mazars Wealth Advisors
Missouri
+$5.93M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$2.67M
4
Millennium Management
Millennium Management
New York
+$1.3M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$960K

Top Sellers

Rank Fund Capital Flow
1
LSV Asset Management
LSV Asset Management
Illinois
-$4.66M
2
AA
Ancora Advisors
Ohio
-$2.05M
3
AG
Algert Global
California
-$1.72M
4
Russell Investments Group
Russell Investments Group
United Kingdom
-$953K
5
Invesco
Invesco
Georgia
-$892K
Name Holding Trade Value Shares
Change 		Change in
Stake
Charles Schwab
26
Charles Schwab
California
$2.26M -$531 -33 -0%
KIM
27
Kestrel Investment Management
California
$2.16M -$27.4K -1,700 -1%
BCM
28
Bridgeway Capital Management
Texas
$2.08M – – –
RHJA
29
Rice Hall James & Associates
California
$1.72M -$79.6K -4,946 -4%
TA
30
Teton Advisors
New York
$1.7M – – –
Deutsche Bank
31
Deutsche Bank
Germany
$1.57M +$354K +22,018 +28%
D.E. Shaw & Co
32
D.E. Shaw & Co
New York
$1.49M +$73.4K +4,562 +5%
TCIM
33
TIAA CREF Investment Management
New York
$1.42M -$8.82K -548 -0.6%
Stifel Financial
34
Stifel Financial
Missouri
$1.42M +$299K +18,569 +25%
CIBC Private Wealth Group
35
CIBC Private Wealth Group
Georgia
$1.37M – – –
RJA
36
Raymond James & Associates
Florida
$1.35M +$138K +8,603 +11%
California Public Employees Retirement System
37
California Public Employees Retirement System
California
$1.29M -$29.3K -1,823 -2%
Millennium Management
38
Millennium Management
New York
$1.25M +$1.3M +80,802 New
Franklin Resources
39
Franklin Resources
California
$1.22M – – –
PH
40
Pinnacle Holdings
Oklahoma
$1.22M +$38.5K +2,395 +3%
MAM
41
Martingale Asset Management
Massachusetts
$1.11M -$193 -12 -0%
TA
42
Teachers Advisors
New York
$1.02M – – –
Federated Hermes
43
Federated Hermes
Pennsylvania
$949K -$113 -7 -0%
MCM
44
Matarin Capital Management
New York
$937K -$169K -10,489 -15%
Grantham, Mayo, Van Otterloo & Co (GMO)
45
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$925K +$960K +59,700 New
MERSOM
46
Municipal Employees' Retirement System of Michigan
Michigan
$889K – – –
CAM
47
ClariVest Asset Management
California
$844K -$279K -17,321 -24%
IA
48
IndexIQ Advisors
New York
$750K +$779K +48,413 New
Wells Fargo
49
Wells Fargo
California
$748K +$46K +2,860 +6%
Swiss National Bank
50
Swiss National Bank
Switzerland
$742K +$24.1K +1,500 +3%
1
2
3 4 5

KE Hedge Fund Activity: Q1 2019 in Review

120 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Kimball Electronics (KE) for Q1 2019, worth a combined $241M — up 2.3% from $236M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new KE positions and 11 closed out — a net gain of 4 holders — while 26 added to existing stakes and 54 trimmed.

The largest buyer was NWQ Investment Management Company, opening a new position worth an estimated $8.15M. The largest seller was LSV Asset Management, cutting an estimated $4.66M.

  • 120 institutional investors held Kimball Electronics (KE) as of Q1 2019, up from 116 in Q4 2018.
  • Funds reported $241M of Kimball Electronics stock for Q1 2019, up 2.3% quarter-over-quarter.
  • 15 funds opened new Kimball Electronics positions in Q1 2019 and 11 closed out, a net change of +4 holders.
  • The largest Kimball Electronics buyer in Q1 2019 was NWQ Investment Management Company, an estimated $8.15M added.
  • The largest Kimball Electronics seller in Q1 2019 was LSV Asset Management, an estimated $4.66M sold.

Based on aggregated 13F filings for Q1 2019.