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KE

Kimball Electronics
KE

116 hedge funds and large institutions have $236M invested in Kimball Electronics in 2018 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 35 increasing their positions, 39 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

4% more funds holding

Funds holding: 112 → 116 (+4)

2.54% less ownership

Funds ownership: 60.22% → 57.68% (-2.5%)

10% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 39

25% less capital invested

Capital invested by funds: $314M → $236M (-$78.3M)

Holders
116
Holders Change
+4
Holders Change %
+3.57%
% of All Funds
2.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
35
Reduced
39
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Renaissance Technologies
Renaissance Technologies
New York
+$1.46M
2
RA
Royce & Associates
New York
+$1.36M
3
FSCM
Front Street Capital Management
Montana
+$1.33M
4
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$848K
5
PAIM
Punch & Associates Investment Management
Minnesota
+$758K

Top Sellers

1
FMWA
Forvis Mazars Wealth Advisors
Missouri
-$7.24M
2
AC
AWH Capital
Texas
-$3.97M
3
AA
Ancora Advisors
Ohio
-$2.53M
4
Goldman Sachs
Goldman Sachs
New York
-$1.38M
5
AQR Capital Management
AQR Capital Management
Connecticut
-$1.34M
Name Holding Trade Value Shares
Change 		Change in
Stake
BNP Paribas Financial Markets
101
BNP Paribas Financial Markets
France
$16.9K +$2.48K +141 +15%
Barclays
102
Barclays
United Kingdom
$16K -$177K -10,051 -91%
Fidelity Investments
103
Fidelity Investments
Massachusetts
$13K – – –
MAM
104
Meeder Asset Management
Ohio
$13K – – –
CWA
105
Clarus Wealth Advisors
Arizona
$9K – – –
QT
106
Quantamental Technologies
New York
$8K +$8.8K +500 New
MNBTD
107
Moody National Bank Trust Division
Texas
$6K +$6.34K +360 New
LTFS
108
Ladenburg Thalmann Financial Services
Florida
$5K – – –
RFM
109
Royal Fund Management
Florida
$5K – – –
DA
110
Denali Advisors
California
$3K -$740 -42 -16%
PA
111
Parallel Advisors
California
$3K +$3.89K +221 New
JA
112
JOYN Advisors
Georgia
$2K -$3.89K -221 -61%
S
113
SignatureFD
Georgia
$1K +$194 +11 +22%
PMFA
114
Plante Moran Financial Advisors
Michigan
$1K +$616 +35 New
GT
115
Glenmede Trust
Pennsylvania
$1 +$1.97K +112 New
FMWA
116
Forvis Mazars Wealth Advisors
Missouri
– -$7.24M -368,642 Closed
AQR Capital Management
117
AQR Capital Management
Connecticut
– -$1.34M -68,204 Closed
GCP
118
GSA Capital Partners
United Kingdom
– -$1.07M -54,566 Closed
Millennium Management
119
Millennium Management
New York
– -$489K -24,876 Closed
TI
120
Trexquant Investment
Connecticut
– -$200K -10,154 Closed
SWP
121
Stratos Wealth Partners
Ohio
– -$18K -912 Closed
RFA
122
Reilly Financial Advisors
California
– -$7K -358 Closed
ML
123
McAdam LLC
Pennsylvania
– -$2K -93 Closed
FDCDDQ
124
Federation des caisses Desjardins du Quebec
Quebec, Canada
– -$1.38K -70 Closed
Nordea Investment Management
125
Nordea Investment Management
Sweden
– +$123 +7 New
1 2 3 4
5

KE Hedge Fund Activity: Q4 2018 in Review

116 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Kimball Electronics (KE) for Q4 2018, worth a combined $236M — down 25% from $314M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new KE positions and 9 closed out — a net gain of 4 holders — while 35 added to existing stakes and 39 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $1.46M. The largest seller was Forvis Mazars Wealth Advisors, exiting entirely with an estimated $7.24M sold.

  • 116 institutional investors held Kimball Electronics (KE) as of Q4 2018, up from 112 in Q3 2018.
  • Funds reported $236M of Kimball Electronics stock for Q4 2018, down 25% quarter-over-quarter.
  • 13 funds opened new Kimball Electronics positions in Q4 2018 and 9 closed out, a net change of +4 holders.
  • The largest Kimball Electronics buyer in Q4 2018 was Renaissance Technologies, an estimated $1.46M added.
  • The largest Kimball Electronics seller in Q4 2018 was Forvis Mazars Wealth Advisors, an estimated $7.24M sold.

Based on aggregated 13F filings for Q4 2018.