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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
Zurich Cantonal Bank
101
Zurich Cantonal Bank
Switzerland
$45K – – –
JA
102
JOYN Advisors
Georgia
$38K +$42.2K +2,346 New
Bank of Montreal
103
Bank of Montreal
Ontario, Canada
$36K -$4.87K -271 -11%
AIP
104
Ameritas Investment Partners
Nebraska
$34K – – –
MAM
105
Meeder Asset Management
Ohio
$31K +$6.9K +384 +26%
FFC
106
First Financial Corp
Indiana
$19K – – –
SWP
107
Stratos Wealth Partners
Ohio
$17K -$2.01K -112 -10%
BCA
108
Bray Capital Advisors
Florida
$14K +$15.8K +880 New
TRCT
109
Tower Research Capital (TRC)
New York
$8K -$2.61K -145 -22%
UBS Group
110
UBS Group
Switzerland
$6K -$39.5K -2,195 -86%
DA
111
Denali Advisors
California
$6K +$3.77K +210 +109%
LTFS
112
Ladenburg Thalmann Financial Services
Florida
$2K -$2.71K -151 -54%
ML
113
McAdam LLC
Pennsylvania
$2K +$1.67K +93 New
RFA
114
Reilly Financial Advisors
California
$2K +$2.48K +138 New
FDCDDQ
115
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.13K – – –
S
116
SignatureFD
Georgia
$1K +$917 +51 New
SBL
117
Sargent Bickham Lagudis
Colorado
$1K +$1.08K +60 New
B
118
Barings
North Carolina
– -$2.91M -159,353 Closed
IA
119
IndexIQ Advisors
New York
– -$1.52M -83,095 Closed
B
120
Bailard
California
– -$951K -52,100 Closed
Arrowstreet Capital
121
Arrowstreet Capital
Massachusetts
– -$920K -50,426 Closed
PAM
122
Panagora Asset Management
Massachusetts
– -$524K -28,716 Closed
JG
123
Jefferies Group
New York
– -$244K -13,390 Closed
HW
124
Hancock Whitney
Mississippi
– -$205K -11,207 Closed
Victory Capital Management
125
Victory Capital Management
Texas
– -$197K -10,779 Closed
2 3 4
5
6

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.