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KE

Kimball Electronics
KE

142 hedge funds and large institutions have $424M invested in Kimball Electronics in 2021 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 46 increasing their positions, 44 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 7

24% more capital invested

Capital invested by funds: $341M → $424M (+$82.7M)

7% more funds holding

Funds holding: 133 → 142 (+9)

2.61% more ownership

Funds ownership: 62.87% → 65.48% (+2.6%)

5% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 44

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

82% less call options, than puts

Call options by funds: $2K | Put options by funds: $11K

Holders
142
Holders Change
+9
Holders Change %
+6.77%
% of All Funds
2.49%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
16
Increased
46
Reduced
44
Closed
7
Calls
$2K
Puts
$11K
Net Calls
-$9K
Net Calls Change
+$395K

Top Buyers

1
EARNEST Partners
EARNEST Partners
Georgia
+$5.85M
2
HCM
Hodges Capital Management
Texas
+$4.55M
3
Wells Fargo
Wells Fargo
California
+$2.71M
4
LSV Asset Management
LSV Asset Management
Illinois
+$2.4M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.54M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.5M
2
Renaissance Technologies
Renaissance Technologies
New York
-$1.37M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$1.2M
4
DM
Delphi Management
Massachusetts
-$773K
5
JP Morgan Chase
JP Morgan Chase
New York
-$669K
Name Holding Trade Value Shares
Change 		Change in
Stake
HIM
26
Hillsdale Investment Management
Ontario, Canada
$4.3M – – –
Acadian Asset Management
27
Acadian Asset Management
Massachusetts
$3.93M +$445K +19,451 +15%
BCM
28
Bridgeway Capital Management
Texas
$3.57M – – –
Fidelity Investments
29
Fidelity Investments
Massachusetts
$3.23M – – –
FP
30
Foundry Partners
Minnesota
$3.09M -$43.4K -1,901 -2%
Prudential Financial
31
Prudential Financial
New Jersey
$3.01M +$141K +6,171 +6%
Deutsche Bank
32
Deutsche Bank
Germany
$2.94M -$12.5K -545 -0.5%
Franklin Resources
33
Franklin Resources
California
$2.79M – – –
Victory Capital Management
34
Victory Capital Management
Texas
$2.75M +$1.47M +64,324 +152%
FSCM
35
Front Street Capital Management
Montana
$2.48M +$12.6K +550 +0.6%
Stifel Financial
36
Stifel Financial
Missouri
$2.47M +$489K +21,401 +29%
KIM
37
Kestrel Investment Management
California
$2.47M -$443K -19,400 -17%
Jacobs Levy Equity Management
38
Jacobs Levy Equity Management
New Jersey
$2.42M -$4.04K -177 -0.2%
GC
39
Globeflex Capital
California
$2.32M – – –
AQR Capital Management
40
AQR Capital Management
Connecticut
$2.06M -$166K -7,272 -8%
DSC
41
Donald Smith & Co
New York
$2M – – –
Two Sigma Advisers
42
Two Sigma Advisers
New York
$1.76M +$34.3K +1,500 +2%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$1.73M +$1.54M +67,265 New
PH
44
Pinnacle Holdings
Oklahoma
$1.73M -$8.23K -360 -0.5%
JP Morgan Chase
45
JP Morgan Chase
New York
$1.68M -$669K -29,257 -31%
PCM
46
Polaris Capital Management
Massachusetts
$1.62M – – –
AA
47
Ancora Advisors
Ohio
$1.49M -$13.7K -600 -1%
Swiss National Bank
48
Swiss National Bank
Switzerland
$1.42M – – –
Assenagon Asset Management
49
Assenagon Asset Management
Luxembourg
$1.36M -$1.2M -52,376 -50%
Grantham, Mayo, Van Otterloo & Co (GMO)
50
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.35M – – –
1
2
3 4 5

KE Hedge Fund Activity: Q3 2021 in Review

142 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Kimball Electronics (KE) for Q3 2021, worth a combined $424M — up 24% from $341M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new KE positions and 7 closed out — a net gain of 9 holders — while 46 added to existing stakes and 44 trimmed.

The largest buyer was EARNEST Partners, opening a new position worth an estimated $5.85M. The largest seller was Morgan Stanley, cutting an estimated $1.5M.

  • 142 institutional investors held Kimball Electronics (KE) as of Q3 2021, up from 133 in Q2 2021.
  • Funds reported $424M of Kimball Electronics stock for Q3 2021, up 24% quarter-over-quarter.
  • 16 funds opened new Kimball Electronics positions in Q3 2021 and 7 closed out, a net change of +9 holders.
  • The largest Kimball Electronics buyer in Q3 2021 was EARNEST Partners, an estimated $5.85M added.
  • The largest Kimball Electronics seller in Q3 2021 was Morgan Stanley, an estimated $1.5M sold.

Based on aggregated 13F filings for Q3 2021.