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KE

Kimball Electronics
KE

161 hedge funds and large institutions have $514M invested in Kimball Electronics in 2023 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 66 increasing their positions, 49 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,227% more call options, than puts

Call options by funds: $146K | Put options by funds: $11K

133% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 9

35% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 49

8% more funds holding

Funds holding: 149 → 161 (+12)

7% more capital invested

Capital invested by funds: $481M → $514M (+$33.3M)

5.73% more ownership

Funds ownership: 71.08% → 76.81% (+5.7%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
161
Holders Change
+12
Holders Change %
+8.05%
% of All Funds
2.35%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
21
Increased
66
Reduced
49
Closed
9
Calls
$146K
Puts
$11K
Net Calls
+$135K
Net Calls Change
-$100K

Top Buyers

1
HCM
Hodges Capital Management
Texas
+$15.1M
2
Morgan Stanley
Morgan Stanley
New York
+$8.38M
3
LFG
Larson Financial Group
Missouri
+$7.63M
4
OFG
Oxford Financial Group
Indiana
+$3.12M
5
RA
Royce & Associates
New York
+$2.75M

Top Sellers

1
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$11.1M
2
FDS
First Dallas Securities
Texas
-$6.31M
3
LSV Asset Management
LSV Asset Management
Illinois
-$1.88M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$1.88M
5
WA
Wasatch Advisors
Utah
-$1.59M
Name Holding Trade Value Shares
Change 		Change in
Stake
FP
26
Foundry Partners
Minnesota
$4.24M -$73.7K -2,860 -2%
Assenagon Asset Management
27
Assenagon Asset Management
Luxembourg
$4.19M +$117K +4,544 +3%
GWI
28
Grace & White Inc
New York
$3.84M +$530K +20,570 +17%
FSCM
29
Front Street Capital Management
Montana
$3.38M -$42.5K -1,650 -1%
Franklin Resources
30
Franklin Resources
California
$3.25M -$644 -25 -0%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$3.2M +$93.3K +3,621 +3%
DSC
32
Donald Smith & Co
New York
$3.17M -$31.8K -1,232 -1%
VFA
33
Valeo Financial Advisors
Indiana
$2.65M -$214K -8,290 -8%
Fidelity Investments
34
Fidelity Investments
Massachusetts
$2.57M -$391K -15,179 -14%
American Century Companies
35
American Century Companies
Missouri
$2.31M +$1.65M +63,938 +292%
Goldman Sachs
36
Goldman Sachs
New York
$2.3M +$206K +8,005 +10%
NA
37
NewEdge Advisors
Louisiana
$2.2M +$2.1M +81,532 New
First Trust Advisors
38
First Trust Advisors
Illinois
$1.84M +$50.2K +1,947 +3%
Invesco
39
Invesco
Georgia
$1.82M +$233K +9,058 +16%
AQR Capital Management
40
AQR Capital Management
Connecticut
$1.81M +$557K +21,589 +47%
Barclays
41
Barclays
United Kingdom
$1.72M +$711K +27,579 +76%
PH
42
Pinnacle Holdings
Oklahoma
$1.54M -$60.3K -2,339 -4%
SEI Investments
43
SEI Investments
Pennsylvania
$1.52M +$12.4K +483 +0.9%
UBS AM
44
UBS AM
Illinois
$1.46M – – –
TA
45
Tectonic Advisors
Texas
$1.39M +$514K +19,944 +63%
D.E. Shaw & Co
46
D.E. Shaw & Co
New York
$1.37M +$375K +14,547 +40%
PCM
47
Polaris Capital Management
Massachusetts
$1.35M – – –
CS
48
Credit Suisse
Switzerland
$1.34M +$306K +11,861 +31%
Swiss National Bank
49
Swiss National Bank
Switzerland
$1.32M -$126K -4,900 -9%
AIMCA
50
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.31M – – –
1
2
3 4 5

KE Hedge Fund Activity: Q4 2023 in Review

161 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Kimball Electronics (KE) for Q4 2023, worth a combined $514M — up 6.9% from $481M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new KE positions and 9 closed out — a net gain of 12 holders — while 66 added to existing stakes and 49 trimmed.

The largest buyer was Hodges Capital Management, adding an estimated $15.1M. The largest seller was Loomis, Sayles & Company, exiting entirely with an estimated $11.1M sold.

  • 161 institutional investors held Kimball Electronics (KE) as of Q4 2023, up from 149 in Q3 2023.
  • Funds reported $514M of Kimball Electronics stock for Q4 2023, up 6.9% quarter-over-quarter.
  • 21 funds opened new Kimball Electronics positions in Q4 2023 and 9 closed out, a net change of +12 holders.
  • The largest Kimball Electronics buyer in Q4 2023 was Hodges Capital Management, an estimated $15.1M added.
  • The largest Kimball Electronics seller in Q4 2023 was Loomis, Sayles & Company, an estimated $11.1M sold.

Based on aggregated 13F filings for Q4 2023.