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KE

Kimball Electronics
KE

139 hedge funds and large institutions have $373M invested in Kimball Electronics in 2021 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 53 increasing their positions, 47 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 47

2.91% more ownership

Funds ownership: 65.48% → 68.39% (+2.9%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2% less funds holding

Funds holding: 142 → 139 (-3)

12% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 17

12% less capital invested

Capital invested by funds: $424M → $373M (-$50.3M)

59% less call options, than puts

Call options by funds: $269K | Put options by funds: $655K

Holders
139
Holders Change
-3
Holders Change %
-2.11%
% of All Funds
2.14%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
53
Reduced
47
Closed
17
Calls
$269K
Puts
$655K
Net Calls
-$386K
Net Calls Change
-$377K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$8.77M
2
EARNEST Partners
EARNEST Partners
Georgia
+$3.95M
3
OFG
Oxford Financial Group
Indiana
+$3.92M
4
LSV Asset Management
LSV Asset Management
Illinois
+$3.46M
5
FMWA
Forvis Mazars Wealth Advisors
Missouri
+$2.22M

Top Sellers

1
HIM
Hillsdale Investment Management
Ontario, Canada
-$4.3M
2
Russell Investments Group
Russell Investments Group
United Kingdom
-$2.65M
3
Deutsche Bank
Deutsche Bank
Germany
-$2.18M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.63M
5
Wells Fargo
Wells Fargo
California
-$1.58M
Name Holding Trade Value Shares
Change 		Change in
Stake
OFG
26
Oxford Financial Group
Indiana
$3.4M +$3.92M +156,339 New
Wells Fargo
27
Wells Fargo
California
$3.29M -$1.58M -62,940 -29%
FP
28
Foundry Partners
Minnesota
$3.28M +$765K +30,530 +25%
BCM
29
Bridgeway Capital Management
Texas
$3.15M +$150K +6,000 +4%
FSCM
30
Front Street Capital Management
Montana
$2.98M +$1.01M +40,477 +42%
Russell Investments Group
31
Russell Investments Group
United Kingdom
$2.94M -$2.65M -105,586 -44%
Victory Capital Management
32
Victory Capital Management
Texas
$2.71M +$454K +18,119 +17%
Franklin Resources
33
Franklin Resources
California
$2.57M +$254K +10,126 +9%
Jacobs Levy Equity Management
34
Jacobs Levy Equity Management
New Jersey
$2.45M +$475K +18,943 +20%
DSC
35
Donald Smith & Co
New York
$2.4M +$820K +32,739 +42%
Stifel Financial
36
Stifel Financial
Missouri
$2.24M +$176K +7,005 +7%
Prudential Financial
37
Prudential Financial
New Jersey
$2.16M -$437K -17,436 -15%
Morgan Stanley
38
Morgan Stanley
New York
$2.12M +$1.48M +59,128 +154%
KIM
39
Kestrel Investment Management
California
$2.06M -$30.1K -1,200 -1%
American Century Companies
40
American Century Companies
Missouri
$1.7M +$801K +31,983 +69%
GC
41
Globeflex Capital
California
$1.68M -$313K -12,489 -14%
Macquarie Group
42
Macquarie Group
Australia
$1.63M +$1.04M +41,595 +125%
AQR Capital Management
43
AQR Capital Management
Connecticut
$1.57M -$189K -7,555 -9%
PH
44
Pinnacle Holdings
Oklahoma
$1.45M -$7.14K -285 -0.4%
Fidelity Investments
45
Fidelity Investments
Massachusetts
$1.32M -$1.63M -64,850 -52%
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$1.25M -$248K -9,908 -15%
Swiss National Bank
47
Swiss National Bank
Switzerland
$1.2M – – –
Grantham, Mayo, Van Otterloo & Co (GMO)
48
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.14M – – –
JP Morgan Chase
49
JP Morgan Chase
New York
$1.14M -$318K -12,710 -19%
Allspring Global Investments
50
Allspring Global Investments
North Carolina
$1.11M +$1.28M +50,901 New
1
2
3 4 5

KE Hedge Fund Activity: Q4 2021 in Review

139 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Kimball Electronics (KE) for Q4 2021, worth a combined $373M — down 12% from $424M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of KE and 15 opened new positions — a net loss of 2 holders — while 47 trimmed existing stakes and 53 added.

The largest buyer was Bank of America, adding an estimated $8.77M. The largest seller was Hillsdale Investment Management, exiting entirely with an estimated $4.3M sold.

  • 139 institutional investors held Kimball Electronics (KE) as of Q4 2021, down from 142 in Q3 2021.
  • Funds reported $373M of Kimball Electronics stock for Q4 2021, down 12% quarter-over-quarter.
  • 15 funds opened new Kimball Electronics positions in Q4 2021 and 17 closed out, a net change of -2 holders.
  • The largest Kimball Electronics buyer in Q4 2021 was Bank of America, an estimated $8.77M added.
  • The largest Kimball Electronics seller in Q4 2021 was Hillsdale Investment Management, an estimated $4.3M sold.

Based on aggregated 13F filings for Q4 2021.