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KE

Kimball Electronics
KE

142 hedge funds and large institutions have $424M invested in Kimball Electronics in 2021 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 46 increasing their positions, 44 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 7

24% more capital invested

Capital invested by funds: $341M → $424M (+$82.7M)

7% more funds holding

Funds holding: 133 → 142 (+9)

2.61% more ownership

Funds ownership: 62.87% → 65.48% (+2.6%)

5% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 44

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

82% less call options, than puts

Call options by funds: $2K | Put options by funds: $11K

Holders
142
Holders Change
+9
Holders Change %
+6.77%
% of All Funds
2.49%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
16
Increased
46
Reduced
44
Closed
7
Calls
$2K
Puts
$11K
Net Calls
-$9K
Net Calls Change
+$395K

Top Buyers

1
EARNEST Partners
EARNEST Partners
Georgia
+$5.85M
2
HCM
Hodges Capital Management
Texas
+$4.55M
3
Wells Fargo
Wells Fargo
California
+$2.71M
4
LSV Asset Management
LSV Asset Management
Illinois
+$2.4M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.54M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.5M
2
Renaissance Technologies
Renaissance Technologies
New York
-$1.37M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$1.2M
4
DM
Delphi Management
Massachusetts
-$773K
5
JP Morgan Chase
JP Morgan Chase
New York
-$669K
Name Holding Trade Value Shares
Change 		Change in
Stake
IRC
126
Investors Research Corp
Georgia
$19K – – –
TRCT
127
Tower Research Capital (TRC)
New York
$14K -$12.5K -546 -51%
US Bancorp
128
US Bancorp
Minnesota
$14K +$4.39K +192 +57%
FFC
129
First Financial Corp
Indiana
$12K – – –
PA
130
Parallel Advisors
California
$12K +$11K +482 New
MA
131
MCF Advisors
Kentucky
$10K +$8.75K +383 New
CFGS
132
Concourse Financial Group Securities
Alabama
$7K +$5.83K +255 New
Simplex Trading
133
Simplex Trading
Illinois
$4K – – –
S
134
SignatureFD
Georgia
$4K +$366 +16 +10%
UBS Group
135
UBS Group
Switzerland
$4K +$2.58K +113 +419%
GLLW
136
Graves Light Lenhart Wealth
Virginia
$3K -$480 -21 -17%
FHA
137
First Horizon Advisors
Tennessee
$2K +$777 +34 +68%
Rockefeller Capital Management
138
Rockefeller Capital Management
New York
$2K +$1.85K +81 New
EBA
139
Eagle Bay Advisors
New York
$1K – – –
TWA
140
TCI Wealth Advisors
Arizona
$1K – – –
BCA
141
Berman Capital Advisors
Georgia
$1K +$937 +41 New
DM
142
Delphi Management
Massachusetts
– -$773K -35,570 Closed
CIC
143
Cornercap Investment Counsel
Georgia
– -$608K -27,971 Closed
Citadel Advisors
144
Citadel Advisors
Florida
– -$360K -16,533 Closed
California Public Employees Retirement System
145
California Public Employees Retirement System
California
– -$261K -11,996 Closed
NA
146
Navellier & Associates
Nevada
– -$248K -11,402 Closed
ASN
147
Advisory Services Network
Georgia
– -$35K -1,610 Closed
TFA
148
Toth Financial Advisory
Virginia
– -$2K -100 Closed
GWS
149
Glassman Wealth Services
Virginia
– +$251 +11 New
2 3 4 5
6

KE Hedge Fund Activity: Q3 2021 in Review

142 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Kimball Electronics (KE) for Q3 2021, worth a combined $424M — up 24% from $341M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new KE positions and 7 closed out — a net gain of 9 holders — while 46 added to existing stakes and 44 trimmed.

The largest buyer was EARNEST Partners, opening a new position worth an estimated $5.85M. The largest seller was Morgan Stanley, cutting an estimated $1.5M.

  • 142 institutional investors held Kimball Electronics (KE) as of Q3 2021, up from 133 in Q2 2021.
  • Funds reported $424M of Kimball Electronics stock for Q3 2021, up 24% quarter-over-quarter.
  • 16 funds opened new Kimball Electronics positions in Q3 2021 and 7 closed out, a net change of +9 holders.
  • The largest Kimball Electronics buyer in Q3 2021 was EARNEST Partners, an estimated $5.85M added.
  • The largest Kimball Electronics seller in Q3 2021 was Morgan Stanley, an estimated $1.5M sold.

Based on aggregated 13F filings for Q3 2021.