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KE

Kimball Electronics

86 hedge funds and large institutions have $200M invested in Kimball Electronics in 2015 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 27 increasing their positions, 24 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more capital invested

Capital invested by funds: $163M → $200M (+$37.6M)

13% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 24

9% less funds holding

Funds holding: 9486 (-8)

50% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 16

Holders
86
Holders Change
-8
Holders Change %
-8.51%
% of All Funds
2.29%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.05%
New
8
Increased
27
Reduced
24
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
76
Invesco
Georgia
$35K -$323K -26,951 -92%
Bank of Montreal
77
Bank of Montreal
Ontario, Canada
$33K +$27.7K +2,311 New
UBS Group
78
UBS Group
Switzerland
$31K -$179K -14,932 -87%
OSAM
79
O'Shaughnessy Asset Management
Connecticut
$27K -$42.4K -3,535 -65%
Teacher Retirement System of Texas
80
Teacher Retirement System of Texas
Texas
$12K +$2.47K +206 +33%
Barclays
81
Barclays
United Kingdom
$11K -$15.8K -1,319 -63%
IWMPD
82
Integrated Wealth Management (Palm Desert)
California
$10K +$9.14K +762 New
BlackRock
83
BlackRock
New York
$9K
BNP Paribas Financial Markets
84
BNP Paribas Financial Markets
France
$8.58K +$7.28K +607 New
Creative Planning
85
Creative Planning
Kansas
$8K
TWA
86
TCI Wealth Advisors
Arizona
$3K
Manulife (Manufacturers Life Insurance)
87
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$247 +$6.25K +521 +3%
TC
88
TFS Capital
Pennsylvania
-$466K -38,759 Closed
BG
89
BlackRock Group
United Kingdom
-$347K -28,863 Closed
MLICM
90
Metropolitan Life Insurance Company (MetLife)
New York
-$258K -21,462 Closed
VIA
91
Vident Investment Advisory
Georgia
-$210K -17,435 Closed
VOYA Investment Management
92
VOYA Investment Management
Georgia
-$204K -17,010 Closed
GMIM
93
General Motors Investment Management
New York
-$196K -16,277 Closed
PL
94
Parkwood LLC
Ohio
-$135K -11,207 Closed
BGIM
95
Brandywine Global Investment Management
Pennsylvania
-$133K -11,032 Closed
LI
96
LMCG Investments
Massachusetts
-$127K -10,527 Closed
BJ
97
BlackRock Japan
Japan
-$35K -2,902 Closed
Group One Trading
98
Group One Trading
Illinois
-$23K -1,950 Closed
TRCT
99
Tower Research Capital (TRC)
New York
-$14K -1,150 Closed
NPC
100
National Planning Corporation
California
-$4.99K -450 Closed

KE Hedge Fund Activity: Q1 2015 in Review

86 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Kimball Electronics (KE) for Q1 2015, worth a combined $200M — up 23% from $163M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of KE and 8 opened new positions — a net loss of 8 holders — while 24 trimmed existing stakes and 27 added.

The largest buyer was NWQ Investment Management Company, opening a new position worth an estimated $3.23M. The largest seller was JP Morgan Chase, cutting an estimated $2.27M.

  • 86 institutional investors held Kimball Electronics (KE) as of Q1 2015, down from 94 in Q4 2014.
  • Funds reported $200M of Kimball Electronics stock for Q1 2015, up 23% quarter-over-quarter.
  • 8 funds opened new Kimball Electronics positions in Q1 2015 and 16 closed out, a net change of -8 holders.
  • The largest Kimball Electronics buyer in Q1 2015 was NWQ Investment Management Company, an estimated $3.23M added.
  • The largest Kimball Electronics seller in Q1 2015 was JP Morgan Chase, an estimated $2.27M sold.

Based on aggregated 13F filings for Q1 2015.