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KE

Kimball Electronics
KE

112 hedge funds and large institutions have $263M invested in Kimball Electronics in 2016 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 36 increasing their positions, 38 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 11

52.66% more ownership

Funds ownership: 0% → 52.66% (+53%)

29% more capital invested

Capital invested by funds: $204M → $263M (+$59.4M)

12% more funds holding

Funds holding: 100 → 112 (+12)

5% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 38

Holders
112
Holders Change
+12
Holders Change %
+12%
% of All Funds
2.8%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
36
Reduced
38
Closed
11
Calls
$8K
Puts
–
Net Calls
+$8K
Net Calls Change
+$5K

Top Buyers

1
MCM
McKinley Capital Management
Alaska
+$2.34M
2
BFA
BlackRock Fund Advisors
California
+$2.32M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$2.12M
4
Morgan Stanley
Morgan Stanley
New York
+$1.89M
5
OAM
Oxford Asset Management
United Kingdom
+$1.37M

Top Sellers

1
NIMC
NWQ Investment Management Company
California
-$9.69M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$9.22M
3
HRCM
Hawk Ridge Capital Management
California
-$3.3M
4
DSC
Donald Smith & Co
New York
-$1.57M
5
MTB
Mizuho Trust & Banking
Japan
-$952K
Name Holding Trade Value Shares
Change 		Change in
Stake
VanEck Associates
101
VanEck Associates
New York
$33K +$28.7K +1,789 New
IA
102
IFP Advisors
Florida
$20K – – –
FIB
103
First Interstate Bank
Montana
$14K -$33.9K -2,110 -74%
Creative Planning
104
Creative Planning
Kansas
$13K – – –
Federated Hermes
105
Federated Hermes
Pennsylvania
$12K +$10.5K +651 New
BNP Paribas Financial Markets
106
BNP Paribas Financial Markets
France
$9.01K -$22.9K -1,424 -74%
Envestnet Asset Management
107
Envestnet Asset Management
Illinois
$9K +$7.73K +481 New
MFS
108
MSI Financial Services
Massachusetts
$8K +$6.73K +419 New
DA
109
Denali Advisors
California
$6K +$1.61K +100 +47%
TRCT
110
Tower Research Capital (TRC)
New York
$2K +$2.09K +130 New
LTFS
111
Ladenburg Thalmann Financial Services
Florida
$1K +$659 +41 New
Fidelity Investments
112
Fidelity Investments
Massachusetts
– -$9.22M -665,025 Closed
MTB
113
Mizuho Trust & Banking
Japan
– -$952K -68,655 Closed
Arrowstreet Capital
114
Arrowstreet Capital
Massachusetts
– -$906K -65,387 Closed
GF
115
Gabelli Funds
New York
– -$347K -25,000 Closed
KCM
116
Kennedy Capital Management
Missouri
– -$265K -19,111 Closed
SG Americas Securities
117
SG Americas Securities
New York
– -$241K -17,395 Closed
VKH
118
Virtu KCG Holdings
New York
– -$152K -10,978 Closed
UBS AM
119
UBS AM
Illinois
– -$150K -10,848 Closed
Fuller & Thaler Asset Management
120
Fuller & Thaler Asset Management
California
– -$57K -4,100 Closed
IWMPD
121
Integrated Wealth Management (Palm Desert)
California
– -$24K -1,753 Closed
1 2 3 4
5

KE Hedge Fund Activity: Q4 2016 in Review

112 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Kimball Electronics (KE) for Q4 2016, worth a combined $263M — up 29% from $204M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new KE positions and 11 closed out — a net gain of 14 holders — while 36 added to existing stakes and 38 trimmed.

The largest buyer was McKinley Capital Management, opening a new position worth an estimated $2.34M. The largest seller was NWQ Investment Management Company, cutting an estimated $9.69M.

  • 112 institutional investors held Kimball Electronics (KE) as of Q4 2016, up from 100 in Q3 2016.
  • Funds reported $263M of Kimball Electronics stock for Q4 2016, up 29% quarter-over-quarter.
  • 25 funds opened new Kimball Electronics positions in Q4 2016 and 11 closed out, a net change of +14 holders.
  • The largest Kimball Electronics buyer in Q4 2016 was McKinley Capital Management, an estimated $2.34M added.
  • The largest Kimball Electronics seller in Q4 2016 was NWQ Investment Management Company, an estimated $9.69M sold.

Based on aggregated 13F filings for Q4 2016.