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KE

Kimball Electronics
KE

133 hedge funds and large institutions have $341M invested in Kimball Electronics in 2021 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 41 increasing their positions, 56 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.76% more ownership

Funds ownership: 62.11% → 62.87% (+0.76%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

6% less funds holding

Funds holding: 141 → 133 (-8)

15% less capital invested

Capital invested by funds: $402M → $341M (-$61.4M)

27% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 56

57% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 14

100% less call options, than puts

Call options by funds: $2K | Put options by funds: $406K

Holders
133
Holders Change
-8
Holders Change %
-5.67%
% of All Funds
2.32%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
41
Reduced
56
Closed
14
Calls
$2K
Puts
$406K
Net Calls
-$404K
Net Calls Change
-$877K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$2.81M
2
RA
Royce & Associates
New York
+$2.59M
3
Prudential Financial
Prudential Financial
New Jersey
+$1.36M
4
PAIM
Punch & Associates Investment Management
Minnesota
+$1.36M
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$1.32M

Top Sellers

1
BlackRock
BlackRock
New York
-$3.13M
2
Russell Investments Group
Russell Investments Group
United Kingdom
-$1.91M
3
DSC
Donald Smith & Co
New York
-$1.81M
4
MSL
Mackay Shields LLC
New York
-$1.63M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.16M
Name Holding Trade Value Shares
Change 		Change in
Stake
MDCM
101
Morgan Dempsey Capital Management
Wisconsin
$136K +$75.7K +3,361 +116%
CAPTRUST Financial Advisors
102
CAPTRUST Financial Advisors
North Carolina
$115K -$1.6K -71 -1%
BNP Paribas Financial Markets
103
BNP Paribas Financial Markets
France
$112K -$172K -7,629 -60%
MAM
104
Meeder Asset Management
Ohio
$106K -$34.1K -1,516 -24%
Lazard Asset Management
105
Lazard Asset Management
New York
$93K – – –
Legal & General Group
106
Legal & General Group
United Kingdom
$80K – – –
Barclays
107
Barclays
United Kingdom
$68K -$383K -16,991 -84%
Barrow, Hanley, Mewhinney & Strauss
108
Barrow, Hanley, Mewhinney & Strauss
Texas
$61K -$22.7K -1,007 -27%
OSAM
109
O'Shaughnessy Asset Management
Connecticut
$59K +$30.4K +1,349 +99%
Citigroup
110
Citigroup
New York
$46K -$99.7K -4,426 -67%
AIP
111
Ameritas Investment Partners
Nebraska
$46K – – –
Fifth Third Bancorp
112
Fifth Third Bancorp
Ohio
$46K – – –
New York State Teachers Retirement System (NYSTRS)
113
New York State Teachers Retirement System (NYSTRS)
New York
$43K – – –
Northwestern Mutual Wealth Management
114
Northwestern Mutual Wealth Management
Wisconsin
$43K – – –
ASN
115
Advisory Services Network
Georgia
$35K +$36.3K +1,610 New
Zurich Cantonal Bank
116
Zurich Cantonal Bank
Switzerland
$34K – – –
VI
117
Vestcor Inc
New Brunswick, Canada
$32K – – –
TRCT
118
Tower Research Capital (TRC)
New York
$23K -$16.6K -735 -41%
Canada Life
119
Canada Life
Manitoba, Canada
$20K -$25K -1,108 -54%
IRC
120
Investors Research Corp
Georgia
$16K – – –
Macquarie Group
121
Macquarie Group
Australia
$15K – – –
FFC
122
First Financial Corp
Indiana
$10K – – –
Osaic Holdings
123
Osaic Holdings
Arizona
$9K +$4.5K +200 +104%
US Bancorp
124
US Bancorp
Minnesota
$7K -$7.27K -323 -49%
Simplex Trading
125
Simplex Trading
Illinois
$4K -$3.69K -164 -46%
2 3 4
5
6

KE Hedge Fund Activity: Q2 2021 in Review

133 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Kimball Electronics (KE) for Q2 2021, worth a combined $341M — down 15% from $402M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of KE and 6 opened new positions — a net loss of 8 holders — while 56 trimmed existing stakes and 41 added.

The largest buyer was Fidelity Investments, adding an estimated $2.81M. The largest seller was BlackRock, cutting an estimated $3.13M.

  • 133 institutional investors held Kimball Electronics (KE) as of Q2 2021, down from 141 in Q1 2021.
  • Funds reported $341M of Kimball Electronics stock for Q2 2021, down 15% quarter-over-quarter.
  • 6 funds opened new Kimball Electronics positions in Q2 2021 and 14 closed out, a net change of -8 holders.
  • The largest Kimball Electronics buyer in Q2 2021 was Fidelity Investments, an estimated $2.81M added.
  • The largest Kimball Electronics seller in Q2 2021 was BlackRock, an estimated $3.13M sold.

Based on aggregated 13F filings for Q2 2021.