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KE

Kimball Electronics

156 hedge funds and large institutions have $351M invested in Kimball Electronics in 2024 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 61 increasing their positions, 47 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 17

30% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 47

5% more funds holding

Funds holding: 148156 (+8)

0.75% less ownership

Funds ownership: 77.19%76.44% (-0.75%)

17% less capital invested

Capital invested by funds: $422M → $351M (-$71M)

42% less call options, than puts

Call options by funds: $39K | Put options by funds: $67K

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
156
Holders Change
+8
Holders Change %
+5.41%
% of All Funds
2.24%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
26
Increased
61
Reduced
47
Closed
17
Calls
$39K
Puts
$67K
Net Calls
-$28K
Net Calls Change
-$23K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$3.81M +$330K +16,473 +9%
DSC
27
Donald Smith & Co
New York
$3.55M -$321K -16,028 -8%
FMWA
28
Forvis Mazars Wealth Advisors
Missouri
$3.21M +$3.47M +173,306 New
NA
29
NewEdge Advisors
Louisiana
$3.15M
KCM
30
Kennedy Capital Management
Missouri
$3.01M -$1.21M -60,654 -27%
BCM
31
Bridgeway Capital Management
Texas
$2.87M +$1.36M +68,186 +78%
Goldman Sachs
32
Goldman Sachs
New York
$2.83M +$1.71M +85,361 +127%
D.E. Shaw & Co
33
D.E. Shaw & Co
New York
$1.96M -$83.2K -4,157 -4%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$1.83M -$380K -18,977 -16%
UBS AM
35
UBS AM
Illinois
$1.77M +$11.1K +556 +0.6%
FSCM
36
Front Street Capital Management
Montana
$1.75M -$135K -6,760 -7%
N
37
Nuveen
North Carolina
$1.72M +$22.2K +1,111 +1%
CCMINC
38
Cardinal Capital Management Inc (North Carolina)
North Carolina
$1.66M +$227K +11,331 +14%
First Trust Advisors
39
First Trust Advisors
Illinois
$1.62M +$349K +17,455 +25%
EF
40
Empowered Funds
Pennsylvania
$1.44M +$77.8K +3,886 +5%
Invesco
41
Invesco
Georgia
$1.29M -$866K -43,266 -38%
VFA
42
Valeo Financial Advisors
Indiana
$1.28M -$246K -12,296 -15%
Barclays
43
Barclays
United Kingdom
$1.22M +$646K +32,271 +96%
US Bancorp
44
US Bancorp
Minnesota
$1.19M +$897K +44,843 +230%
Victory Capital Management
45
Victory Capital Management
Texas
$1.17M +$42.9K +2,145 +4%
PH
46
Pinnacle Holdings
Oklahoma
$1.16M -$5.94K -297 -0.5%
Two Sigma Investments
47
Two Sigma Investments
New York
$1.15M +$588K +29,385 +90%
Citigroup
48
Citigroup
New York
$1.11M +$356K +17,797 +42%
Arrowstreet Capital
49
Arrowstreet Capital
Massachusetts
$1.09M +$405K +20,221 +52%
SEI Investments
50
SEI Investments
Pennsylvania
$1.01M -$142K -7,102 -12%

KE Hedge Fund Activity: Q3 2024 in Review

156 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Kimball Electronics (KE) for Q3 2024, worth a combined $351M — down 17% from $422M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new KE positions and 17 closed out — a net gain of 9 holders — while 61 added to existing stakes and 47 trimmed.

The largest buyer was American Century Companies, adding an estimated $4.71M. The largest seller was Royce & Associates, cutting an estimated $12.7M.

  • 156 institutional investors held Kimball Electronics (KE) as of Q3 2024, up from 148 in Q2 2024.
  • Funds reported $351M of Kimball Electronics stock for Q3 2024, down 17% quarter-over-quarter.
  • 26 funds opened new Kimball Electronics positions in Q3 2024 and 17 closed out, a net change of +9 holders.
  • The largest Kimball Electronics buyer in Q3 2024 was American Century Companies, an estimated $4.71M added.
  • The largest Kimball Electronics seller in Q3 2024 was Royce & Associates, an estimated $12.7M sold.

Based on aggregated 13F filings for Q3 2024.