We are live on ! Find out more
KE

Kimball Electronics

86 hedge funds and large institutions have $200M invested in Kimball Electronics in 2015 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 27 increasing their positions, 24 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more capital invested

Capital invested by funds: $163M → $200M (+$37.6M)

13% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 24

9% less funds holding

Funds holding: 9486 (-8)

50% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 16

Holders
86
Holders Change
-8
Holders Change %
-8.51%
% of All Funds
2.29%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.05%
New
8
Increased
27
Reduced
24
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$27.1M -$67.2K -5,601 -0.3%
DSC
2
Donald Smith & Co
New York
$15.5M -$1.22K -102 -0%
Vanguard Group
3
Vanguard Group
Pennsylvania
$13.2M +$2.44M +203,590 +28%
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$11.1M -$375K -31,277 -4%
RA
5
Royce & Associates
New York
$10.7M
BIT
6
BlackRock Institutional Trust
California
$10.5M -$1.44M -120,111 -14%
BFA
7
BlackRock Fund Advisors
California
$9.84M -$15.2K -1,271 -0.2%
JP Morgan Chase
8
JP Morgan Chase
New York
$8.47M -$2.27M -189,470 -24%
State Street
9
State Street
Massachusetts
$7M +$742K +61,892 +14%
SCM
10
Simcoe Capital Management
New York
$6.6M +$2.16M +179,958 +63%
KIM
11
Kestrel Investment Management
California
$5.15M +$1.36M +113,500 +45%
TA
12
Teton Advisors
New York
$4.67M -$86K -7,169 -2%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$4.26M +$99.2K +8,275 +3%
WC
14
Walthausen & Co
New York
$4.23M +$2.27M +189,264 +172%
Northern Trust
15
Northern Trust
Illinois
$3.95M +$37.4K +3,122 +1%
NIMC
16
NWQ Investment Management Company
California
$3.81M +$3.23M +269,278 New
RFC
17
Russell Frank Company
Washington
$3.66M +$2.02M +168,781 +187%
Renaissance Technologies
18
Renaissance Technologies
New York
$3.46M -$1.04M -87,000 -26%
Stifel Financial
19
Stifel Financial
Missouri
$3.23M
Morgan Stanley
20
Morgan Stanley
New York
$2.5M -$1.21M -100,612 -36%
Goldman Sachs
21
Goldman Sachs
New York
$2.31M +$90.6K +7,553 +5%
NFA
22
Nationwide Fund Advisors
Ohio
$2.27M +$148K +12,373 +8%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$2.23M +$301K +25,063 +19%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$2.2M +$339K +28,300 +22%
QI
25
QS Investors
New York
$1.9M

KE Hedge Fund Activity: Q1 2015 in Review

86 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Kimball Electronics (KE) for Q1 2015, worth a combined $200M — up 23% from $163M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of KE and 8 opened new positions — a net loss of 8 holders — while 24 trimmed existing stakes and 27 added.

The largest buyer was NWQ Investment Management Company, opening a new position worth an estimated $3.23M. The largest seller was JP Morgan Chase, cutting an estimated $2.27M.

  • 86 institutional investors held Kimball Electronics (KE) as of Q1 2015, down from 94 in Q4 2014.
  • Funds reported $200M of Kimball Electronics stock for Q1 2015, up 23% quarter-over-quarter.
  • 8 funds opened new Kimball Electronics positions in Q1 2015 and 16 closed out, a net change of -8 holders.
  • The largest Kimball Electronics buyer in Q1 2015 was NWQ Investment Management Company, an estimated $3.23M added.
  • The largest Kimball Electronics seller in Q1 2015 was JP Morgan Chase, an estimated $2.27M sold.

Based on aggregated 13F filings for Q1 2015.