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KE

Kimball Electronics
KE

141 hedge funds and large institutions have $402M invested in Kimball Electronics in 2021 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 46 increasing their positions, 51 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

238% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 8

102% more call options, than puts

Call options by funds: $939K | Put options by funds: $466K

65% more capital invested

Capital invested by funds: $244M → $402M (+$158M)

16% more funds holding

Funds holding: 122 → 141 (+19)

1.39% more ownership

Funds ownership: 60.72% → 62.11% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

10% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 51

Holders
141
Holders Change
+19
Holders Change %
+15.57%
% of All Funds
2.48%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
27
Increased
46
Reduced
51
Closed
8
Calls
$939K
Puts
$466K
Net Calls
+$473K
Net Calls Change
+$468K

Top Buyers

Rank Fund Capital Flow
1
HIM
Hillsdale Investment Management
Ontario, Canada
+$3.8M
2
LSV Asset Management
LSV Asset Management
Illinois
+$3.06M
3
PRCP
Pacific Ridge Capital Partners
Oregon
+$2.66M
4
HCM
Hodges Capital Management
Texas
+$2.44M
5
Deutsche Bank
Deutsche Bank
Germany
+$2.24M

Top Sellers

Rank Fund Capital Flow
1
DSC
Donald Smith & Co
New York
-$3.82M
2
PAIM
Punch & Associates Investment Management
Minnesota
-$3.73M
3
FP
Foundry Partners
Minnesota
-$2.23M
4
State Street
State Street
Massachusetts
-$1.69M
5
FMWA
Forvis Mazars Wealth Advisors
Missouri
-$1.54M
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$3.57M +$33K +1,450 +1%
Assenagon Asset Management
27
Assenagon Asset Management
Luxembourg
$3.48M +$567K +24,903 +23%
HCM
28
Hodges Capital Management
Texas
$3.33M +$2.44M +107,155 +489%
Wells Fargo
29
Wells Fargo
California
$3.3M +$1.27M +55,938 +78%
PRCP
30
Pacific Ridge Capital Partners
Oregon
$3.02M +$2.66M +117,041 New
Deutsche Bank
31
Deutsche Bank
Germany
$2.98M +$2.24M +98,595 +584%
KIM
32
Kestrel Investment Management
California
$2.97M -$109K -4,800 -4%
Franklin Resources
33
Franklin Resources
California
$2.79M – – –
Morgan Stanley
34
Morgan Stanley
New York
$2.69M +$42.6K +1,871 +2%
FSCM
35
Front Street Capital Management
Montana
$2.47M +$43.8K +1,925 +2%
Acadian Asset Management
36
Acadian Asset Management
Massachusetts
$2.39M +$269K +11,803 +15%
GC
37
Globeflex Capital
California
$2.32M +$1.7M +74,715 +492%
Stifel Financial
38
Stifel Financial
Missouri
$1.97M +$301K +13,229 +21%
PH
39
Pinnacle Holdings
Oklahoma
$1.82M -$35.6K -1,565 -2%
AQR Capital Management
40
AQR Capital Management
Connecticut
$1.79M +$1.58M +69,469 New
Citadel Advisors
41
Citadel Advisors
Florida
$1.76M +$503K +22,105 +48%
First Trust Advisors
42
First Trust Advisors
Illinois
$1.71M +$121K +5,309 +9%
MSL
43
Mackay Shields LLC
New York
$1.63M -$1.36M -59,700 -49%
AA
44
Ancora Advisors
Ohio
$1.54M -$811K -35,635 -37%
Swiss National Bank
45
Swiss National Bank
Switzerland
$1.48M +$22.8K +1,000 +2%
PCM
46
Polaris Capital Management
Massachusetts
$1.4M +$1.43M +62,745 New
MAM
47
Martingale Asset Management
Massachusetts
$1.38M +$137K +6,001 +13%
Prudential Financial
48
Prudential Financial
New Jersey
$1.29M +$465K +20,410 +69%
California Public Employees Retirement System
49
California Public Employees Retirement System
California
$1.27M -$164K -7,217 -13%
DM
50
Delphi Management
Massachusetts
$1.25M +$1.1M +48,475 New
1
2
3 4 5

KE Hedge Fund Activity: Q1 2021 in Review

141 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Kimball Electronics (KE) for Q1 2021, worth a combined $402M — up 65% from $244M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new KE positions and 8 closed out — a net gain of 19 holders — while 46 added to existing stakes and 51 trimmed.

The largest buyer was Hillsdale Investment Management, opening a new position worth an estimated $3.8M. The largest seller was Donald Smith & Co, cutting an estimated $3.82M.

  • 141 institutional investors held Kimball Electronics (KE) as of Q1 2021, up from 122 in Q4 2020.
  • Funds reported $402M of Kimball Electronics stock for Q1 2021, up 65% quarter-over-quarter.
  • 27 funds opened new Kimball Electronics positions in Q1 2021 and 8 closed out, a net change of +19 holders.
  • The largest Kimball Electronics buyer in Q1 2021 was Hillsdale Investment Management, an estimated $3.8M added.
  • The largest Kimball Electronics seller in Q1 2021 was Donald Smith & Co, an estimated $3.82M sold.

Based on aggregated 13F filings for Q1 2021.