Kimball Electronics
120 hedge funds and large institutions have $241M invested in Kimball Electronics in 2019 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 26 increasing their positions, 54 reducing their positions, and 11 closing their positions.
36% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 11
3% more funds holding
Funds holding: 116 → 120 (+4)
2.99% more ownership
Funds ownership: 57.68% → 60.68% (+3%)
2% more capital invested
Capital invested by funds: $236M → $241M (+$5.42M)
52% less repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 54
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NIMC
NWQ Investment Management Company
Los Angeles,
California
|
+$8.15M |
| 2 |
FMWA
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
+$5.93M |
| 3 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$2.67M |
| 4 |
Millennium Management
New York
|
+$1.3M |
| 5 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
+$960K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LSV Asset Management
Chicago,
Illinois
|
-$4.66M |
| 2 |
AA
Ancora Advisors
Cleveland,
Ohio
|
-$2.05M |
| 3 |
AG
Algert Global
San Francisco,
California
|
-$1.72M |
| 4 |
Russell Investments Group
London,
United Kingdom
|
-$953K |
| 5 |
Invesco
Atlanta,
Georgia
|
-$892K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
Squarepoint
New York
| – | -$162K | -10,451 | Closed |
|
|
MSL
127
Mackay Shields LLC
New York
| – | -$157K | -10,100 | Closed |
|
|
MNBTD
128
Moody National Bank Trust Division
Galveston,
Texas
| – | -$6K | -360 | Closed |
|
|
JA
129
JOYN Advisors
Atlanta,
Georgia
| – | -$2K | -142 | Closed |
|
|
PMFA
130
Plante Moran Financial Advisors
Southfield,
Michigan
| – | -$1K | -35 | Closed |
|
KE Hedge Fund Activity: Q1 2019 in Review
120 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Kimball Electronics (KE) for Q1 2019, worth a combined $241M — up 2.3% from $236M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new KE positions and 11 closed out — a net gain of 4 holders — while 26 added to existing stakes and 54 trimmed.
The largest buyer was NWQ Investment Management Company, opening a new position worth an estimated $8.15M. The largest seller was LSV Asset Management, cutting an estimated $4.66M.
- 120 institutional investors held Kimball Electronics (KE) as of Q1 2019, up from 116 in Q4 2018.
- Funds reported $241M of Kimball Electronics stock for Q1 2019, up 2.3% quarter-over-quarter.
- 15 funds opened new Kimball Electronics positions in Q1 2019 and 11 closed out, a net change of +4 holders.
- The largest Kimball Electronics buyer in Q1 2019 was NWQ Investment Management Company, an estimated $8.15M added.
- The largest Kimball Electronics seller in Q1 2019 was LSV Asset Management, an estimated $4.66M sold.
Based on aggregated 13F filings for Q1 2019.