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KE

Kimball Electronics
KE

119 hedge funds and large institutions have $261M invested in Kimball Electronics in 2018 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 32 increasing their positions, 51 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.87% more ownership

Funds ownership: 58.63% → 60.5% (+1.9%)

0% more funds holding

Funds holding: 119 → 119 (0)

0% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 15

9% less capital invested

Capital invested by funds: $287M → $261M (-$26.4M)

37% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 51

Holders
119
Holders Change
–
Holders Change %
0%
% of All Funds
2.73%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
32
Reduced
51
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FMWA
Forvis Mazars Wealth Advisors
Missouri
+$6.63M
2
RA
Royce & Associates
New York
+$5.15M
3
Russell Investments Group
Russell Investments Group
United Kingdom
+$2.2M
4
AA
Ancora Advisors
Ohio
+$1.77M
5
AG
Algert Global
California
+$1.66M

Top Sellers

Rank Fund Capital Flow
1
B
Barings
North Carolina
-$2.91M
2
IA
IndexIQ Advisors
New York
-$1.52M
3
DSC
Donald Smith & Co
New York
-$1.24M
4
Morgan Stanley
Morgan Stanley
New York
-$1.21M
5
AQR Capital Management
AQR Capital Management
Connecticut
-$1.05M
Name Holding Trade Value Shares
Change 		Change in
Stake
GC
51
Globeflex Capital
California
$873K +$422K +23,460 +77%
MDCM
52
Morgan Dempsey Capital Management
Wisconsin
$789K -$350K -19,480 -29%
MCM
53
Matarin Capital Management
New York
$761K +$288K +16,001 +51%
OAM
54
Oxford Asset Management
United Kingdom
$749K -$436K -24,277 -34%
Swiss National Bank
55
Swiss National Bank
Switzerland
$749K – – –
MERSOM
56
Municipal Employees' Retirement System of Michigan
Michigan
$746K – – –
GWI
57
Grace & White Inc
New York
$686K – – –
Two Sigma Advisers
58
Two Sigma Advisers
New York
$671K -$126K -7,000 -14%
SRAM
59
Stone Ridge Asset Management
New York
$668K -$12.6K -700 -2%
CPIG
60
Chicago Partners Investment Group
Illinois
$648K – – –
California State Teachers Retirement System (CalSTRS)
61
California State Teachers Retirement System (CalSTRS)
California
$642K -$37.1K -2,062 -5%
AIMCA
62
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$607K – – –
JIR
63
James Investment Research
Ohio
$592K – – –
SO
64
STRS Ohio
Ohio
$589K +$18K +1,000 +3%
US Bancorp
65
US Bancorp
Minnesota
$555K -$14.1K -787 -2%
CS
66
Credit Suisse
Switzerland
$532K -$23.4K -1,299 -4%
RJA
67
Raymond James & Associates
Florida
$521K +$580K +32,246 New
Ohio Public Employees Retirement System (OPERS)
68
Ohio Public Employees Retirement System (OPERS)
Ohio
$509K +$85.6K +4,762 +18%
State Board of Administration of Florida Retirement System
69
State Board of Administration of Florida Retirement System
Florida
$490K – – –
RhumbLine Advisers
70
RhumbLine Advisers
Massachusetts
$443K -$24.7K -1,375 -5%
PPA
71
Parametric Portfolio Associates
Washington
$424K +$15K +834 +3%
Royal Bank of Canada
72
Royal Bank of Canada
Ontario, Canada
$422K – – –
First Trust Advisors
73
First Trust Advisors
Illinois
$414K +$29.4K +1,638 +7%
Bessemer Group
74
Bessemer Group
New Jersey
$384K -$257K -14,300 -38%
Millennium Management
75
Millennium Management
New York
$367K -$819K -45,581 -67%
1 2
3
4 5

KE Hedge Fund Activity: Q1 2018 in Review

119 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Kimball Electronics (KE) for Q1 2018, worth a combined $261M — down 9.2% from $287M a quarter earlier.

Fund positioning in KE was balanced in Q1 2018: 15 funds opened new positions, 15 closed out, 32 added to existing stakes and 51 trimmed.

The largest buyer was Forvis Mazars Wealth Advisors, opening a new position worth an estimated $6.63M. The largest seller was Barings, exiting entirely with an estimated $2.91M sold.

  • 119 institutional investors held Kimball Electronics (KE) as of Q1 2018, unchanged from Q4 2017.
  • Funds reported $261M of Kimball Electronics stock for Q1 2018, down 9.2% quarter-over-quarter.
  • 15 funds opened new Kimball Electronics positions in Q1 2018 and 15 closed out, a net change of 0 holders.
  • The largest Kimball Electronics buyer in Q1 2018 was Forvis Mazars Wealth Advisors, an estimated $6.63M added.
  • The largest Kimball Electronics seller in Q1 2018 was Barings, an estimated $2.91M sold.

Based on aggregated 13F filings for Q1 2018.