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KE

Kimball Electronics

141 hedge funds and large institutions have $402M invested in Kimball Electronics in 2021 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 46 increasing their positions, 51 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

238% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 8

102% more call options, than puts

Call options by funds: $939K | Put options by funds: $466K

65% more capital invested

Capital invested by funds: $244M → $402M (+$158M)

16% more funds holding

Funds holding: 122141 (+19)

1.39% more ownership

Funds ownership: 60.72%62.11% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

10% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 51

Holders
141
Holders Change
+19
Holders Change %
+15.57%
% of All Funds
2.48%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
27
Increased
46
Reduced
51
Closed
8
Calls
$939K
Puts
$466K
Net Calls
+$473K
Net Calls Change
+$468K
Name Holding Trade Value Shares
Change
Change in
Stake
CIP
101
Cornerstone Investment Partners
Georgia
$235K +$207K +9,110 New
Federated Hermes
102
Federated Hermes
Pennsylvania
$230K -$66.1K -2,902 -25%
ONB
103
Old National Bancorp
Indiana
$224K +$198K +8,687 New
ACI
104
AMP Capital Investors
Australia
$224K +$198K +8,700 New
PAM
105
Panagora Asset Management
Massachusetts
$200K +$1.16K +51 +0.7%
UBS Group
106
UBS Group
Switzerland
$192K +$8.08K +355 +5%
MLICM
107
Metropolitan Life Insurance Company (MetLife)
New York
$189K
SAM
108
Shell Asset Management
Netherlands
$169K
Citigroup
109
Citigroup
New York
$169K +$37.3K +1,638 +33%
MAM
110
Meeder Asset Management
Ohio
$165K +$145K +6,383 New
BFC
111
Bedel Financial Consulting
Indiana
$163K
DA
112
Denali Advisors
California
$149K -$74.9K -3,290 -36%
CAPTRUST Financial Advisors
113
CAPTRUST Financial Advisors
North Carolina
$138K +$78.7K +3,459 +183%
Lazard Asset Management
114
Lazard Asset Management
New York
$110K +$11.7K +512 +14%
SG Americas Securities
115
SG Americas Securities
New York
$109K -$56.1K -2,465 -37%
Barrow, Hanley, Mewhinney & Strauss
116
Barrow, Hanley, Mewhinney & Strauss
Texas
$98K -$18.8K -824 -18%
Legal & General Group
117
Legal & General Group
United Kingdom
$94K +$19.8K +872 +31%
MDCM
118
Morgan Dempsey Capital Management
Wisconsin
$75K +$4.78K +210 +8%
AIP
119
Ameritas Investment Partners
Nebraska
$54K
Fifth Third Bancorp
120
Fifth Third Bancorp
Ohio
$54K
Canada Life
121
Canada Life
Manitoba, Canada
$52K
New York State Teachers Retirement System (NYSTRS)
122
New York State Teachers Retirement System (NYSTRS)
New York
$52K +$45.5K +2,000 New
Northwestern Mutual Wealth Management
123
Northwestern Mutual Wealth Management
Wisconsin
$51K
Bank of Montreal
124
Bank of Montreal
Ontario, Canada
$50K -$69.3K -3,046 -61%
TRCT
125
Tower Research Capital (TRC)
New York
$47K -$49.9K -2,193 -55%

KE Hedge Fund Activity: Q1 2021 in Review

141 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Kimball Electronics (KE) for Q1 2021, worth a combined $402M — up 65% from $244M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new KE positions and 8 closed out — a net gain of 19 holders — while 46 added to existing stakes and 51 trimmed.

The largest buyer was Hillsdale Investment Management, opening a new position worth an estimated $3.8M. The largest seller was Donald Smith & Co, cutting an estimated $3.82M.

  • 141 institutional investors held Kimball Electronics (KE) as of Q1 2021, up from 122 in Q4 2020.
  • Funds reported $402M of Kimball Electronics stock for Q1 2021, up 65% quarter-over-quarter.
  • 27 funds opened new Kimball Electronics positions in Q1 2021 and 8 closed out, a net change of +19 holders.
  • The largest Kimball Electronics buyer in Q1 2021 was Hillsdale Investment Management, an estimated $3.8M added.
  • The largest Kimball Electronics seller in Q1 2021 was Donald Smith & Co, an estimated $3.82M sold.

Based on aggregated 13F filings for Q1 2021.