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KE

Kimball Electronics
KE

100 hedge funds and large institutions have $204M invested in Kimball Electronics in 2016 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 36 increasing their positions, 31 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 31

6% more capital invested

Capital invested by funds: $193M → $204M (+$11M)

4% less funds holding

Funds holding: 104 → 100 (-4)

33% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 9

Holders
100
Holders Change
-4
Holders Change %
-3.85%
% of All Funds
2.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
36
Reduced
31
Closed
9
Calls
$3K
Puts
–
Net Calls
+$3K
Net Calls Change
+$3K

Top Buyers

Rank Fund Capital Flow
1
SIM
Spark Investment Management
New York
+$1.29M
2
AA
Ancora Advisors
Ohio
+$1.03M
3
BFA
BlackRock Fund Advisors
California
+$675K
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$526K
5
LSV Asset Management
LSV Asset Management
Illinois
+$437K

Top Sellers

Rank Fund Capital Flow
1
FMWA
Forvis Mazars Wealth Advisors
Missouri
-$5.98M
2
SCM
Simcoe Capital Management
New York
-$5.66M
3
EA
Emerald Acquisition
Washington
-$942K
4
Bank of America
Bank of America
North Carolina
-$597K
5
SCA
Secor Capital Advisors
New York
-$531K
Name Holding Trade Value Shares
Change 		Change in
Stake
Citigroup
76
Citigroup
New York
$184K +$107K +8,591 +183%
PPA
77
Parametric Portfolio Associates
Washington
$179K -$2.52K -202 -2%
VKH
78
Virtu KCG Holdings
New York
$152K +$137K +10,978 New
UBS AM
79
UBS AM
Illinois
$150K – – –
Millennium Management
80
Millennium Management
New York
$140K +$126K +10,084 New
BlackRock
81
BlackRock
New York
$97K -$9.24K -741 -10%
Morgan Stanley
82
Morgan Stanley
New York
$83K -$104K -8,343 -58%
Fuller & Thaler Asset Management
83
Fuller & Thaler Asset Management
California
$57K – – –
Legal & General Group
84
Legal & General Group
United Kingdom
$48K -$6.75K -541 -14%
SO
85
STRS Ohio
Ohio
$40K -$72.3K -5,800 -67%
AC
86
Alexandria Capital
Virginia
$40K – – –
FIB
87
First Interstate Bank
Montana
$40K – – –
Bank of Montreal
88
Bank of Montreal
Ontario, Canada
$31K – – –
BNP Paribas Financial Markets
89
BNP Paribas Financial Markets
France
$26.6K +$10.3K +828 +76%
IWMPD
90
Integrated Wealth Management (Palm Desert)
California
$24K – – –
PCM
91
Prelude Capital Management
New York
$21K -$77.3K -6,200 -81%
IA
92
IFP Advisors
Florida
$15K – – –
Creative Planning
93
Creative Planning
Kansas
$10K – – –
Barclays
94
Barclays
United Kingdom
$7K +$6.08K +488 +651%
UBS Group
95
UBS Group
Switzerland
$5K -$13.2K -1,056 -73%
DA
96
Denali Advisors
California
$3K – – –
TCIM
97
TIAA CREF Investment Management
New York
$1.26K -$17.6K -1,413 -2%
VOYA Investment Management
98
VOYA Investment Management
Georgia
$201 – – –
FMWA
99
Forvis Mazars Wealth Advisors
Missouri
– -$5.98M -480,478 Closed
SCM
100
Simcoe Capital Management
New York
– -$5.66M -454,752 Closed
1 2 3
4
5

KE Hedge Fund Activity: Q3 2016 in Review

100 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Kimball Electronics (KE) for Q3 2016, worth a combined $204M — up 5.7% from $193M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of KE and 6 opened new positions — a net loss of 3 holders — while 31 trimmed existing stakes and 36 added.

The largest buyer was Spark Investment Management, adding an estimated $1.29M. The largest seller was Forvis Mazars Wealth Advisors, exiting entirely with an estimated $5.98M sold.

  • 100 institutional investors held Kimball Electronics (KE) as of Q3 2016, down from 104 in Q2 2016.
  • Funds reported $204M of Kimball Electronics stock for Q3 2016, up 5.7% quarter-over-quarter.
  • 6 funds opened new Kimball Electronics positions in Q3 2016 and 9 closed out, a net change of -3 holders.
  • The largest Kimball Electronics buyer in Q3 2016 was Spark Investment Management, an estimated $1.29M added.
  • The largest Kimball Electronics seller in Q3 2016 was Forvis Mazars Wealth Advisors, an estimated $5.98M sold.

Based on aggregated 13F filings for Q3 2016.