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KE

Kimball Electronics
KE

121 hedge funds and large institutions have $175M invested in Kimball Electronics in 2020 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 44 increasing their positions, 44 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 44

0.34% less ownership

Funds ownership: 61.13% → 60.79% (-0.34%)

4% less funds holding

Funds holding: 126 → 121 (-5)

16% less capital invested

Capital invested by funds: $207M → $175M (-$32.1M)

50% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 10

Holders
121
Holders Change
-5
Holders Change %
-3.97%
% of All Funds
2.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
44
Reduced
44
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RA
Royce & Associates
New York
+$3.58M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$1.55M
3
DSC
Donald Smith & Co
New York
+$663K
4
Morgan Stanley
Morgan Stanley
New York
+$492K
5
WC
Walthausen & Co
New York
+$479K

Top Sellers

Rank Fund Capital Flow
1
EIM
Essex Investment Management
Massachusetts
-$1.57M
2
DGHMC
Dalton, Greiner, Hartman, Maher & Co
New York
-$1.46M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$1.06M
4
Russell Investments Group
Russell Investments Group
United Kingdom
-$835K
5
RJA
Raymond James & Associates
Florida
-$562K
Name Holding Trade Value Shares
Change 		Change in
Stake
KIM
26
Kestrel Investment Management
California
$1.4M +$106K +8,100 +7%
Grantham, Mayo, Van Otterloo & Co (GMO)
27
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.33M +$39.3K +3,000 +3%
Franklin Resources
28
Franklin Resources
California
$1.25M +$69.6K +5,308 +5%
DGHMC
29
Dalton, Greiner, Hartman, Maher & Co
New York
$1.25M -$1.46M -111,273 -51%
AA
30
Ancora Advisors
Ohio
$1.13M -$142K -10,796 -10%
CAM
31
Claret Asset Management
Quebec, Canada
$1.11M -$54.8K -4,180 -4%
FSCM
32
Front Street Capital Management
Montana
$1.03M +$39.3K +3,000 +3%
Wells Fargo
33
Wells Fargo
California
$904K +$195K +14,841 +23%
PH
34
Pinnacle Holdings
Oklahoma
$869K +$6.82K +520 +0.7%
First Trust Advisors
35
First Trust Advisors
Illinois
$730K +$204K +15,589 +33%
MAM
36
Martingale Asset Management
Massachusetts
$705K +$123K +9,401 +18%
Stifel Financial
37
Stifel Financial
Missouri
$694K – – –
JP Morgan Chase
38
JP Morgan Chase
New York
$680K +$1.64K +125 +0.2%
Swiss National Bank
39
Swiss National Bank
Switzerland
$665K – – –
D.E. Shaw & Co
40
D.E. Shaw & Co
New York
$635K -$210K -16,011 -23%
California Public Employees Retirement System
41
California Public Employees Retirement System
California
$632K +$18.4K +1,400 +3%
TA
42
Teton Advisors
New York
$595K -$256K -19,500 -27%
Morgan Stanley
43
Morgan Stanley
New York
$534K +$492K +37,520 +430%
Citadel Advisors
44
Citadel Advisors
Florida
$520K -$444K -33,831 -43%
SO
45
STRS Ohio
Ohio
$517K +$109K +8,300 +23%
CAM
46
ClariVest Asset Management
California
$513K -$35.4K -2,700 -6%
Acadian Asset Management
47
Acadian Asset Management
Massachusetts
$502K +$389K +29,644 +215%
RJA
48
Raymond James & Associates
Florida
$479K -$562K -42,865 -51%
Invesco
49
Invesco
Georgia
$448K -$12.6K -964 -2%
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$440K -$67.2K -5,126 -12%
1
2
3 4 5

KE Hedge Fund Activity: Q3 2020 in Review

121 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Kimball Electronics (KE) for Q3 2020, worth a combined $175M — down 16% from $207M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of KE and 5 opened new positions — a net loss of 5 holders — while 44 trimmed existing stakes and 44 added.

The largest buyer was Royce & Associates, adding an estimated $3.58M. The largest seller was Essex Investment Management, exiting entirely with an estimated $1.57M sold.

  • 121 institutional investors held Kimball Electronics (KE) as of Q3 2020, down from 126 in Q2 2020.
  • Funds reported $175M of Kimball Electronics stock for Q3 2020, down 16% quarter-over-quarter.
  • 5 funds opened new Kimball Electronics positions in Q3 2020 and 10 closed out, a net change of -5 holders.
  • The largest Kimball Electronics buyer in Q3 2020 was Royce & Associates, an estimated $3.58M added.
  • The largest Kimball Electronics seller in Q3 2020 was Essex Investment Management, an estimated $1.57M sold.

Based on aggregated 13F filings for Q3 2020.