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KE

Kimball Electronics
KE

100 hedge funds and large institutions have $204M invested in Kimball Electronics in 2016 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 36 increasing their positions, 31 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 31

6% more capital invested

Capital invested by funds: $193M → $204M (+$11M)

4% less funds holding

Funds holding: 104 → 100 (-4)

33% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 9

Holders
100
Holders Change
-4
Holders Change %
-3.85%
% of All Funds
2.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
36
Reduced
31
Closed
9
Calls
$3K
Puts
–
Net Calls
+$3K
Net Calls Change
+$3K

Top Buyers

Rank Fund Capital Flow
1
SIM
Spark Investment Management
New York
+$1.29M
2
AA
Ancora Advisors
Ohio
+$1.03M
3
BFA
BlackRock Fund Advisors
California
+$675K
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$526K
5
LSV Asset Management
LSV Asset Management
Illinois
+$437K

Top Sellers

Rank Fund Capital Flow
1
FMWA
Forvis Mazars Wealth Advisors
Missouri
-$5.98M
2
SCM
Simcoe Capital Management
New York
-$5.66M
3
EA
Emerald Acquisition
Washington
-$942K
4
Bank of America
Bank of America
North Carolina
-$597K
5
SCA
Secor Capital Advisors
New York
-$531K
Name Holding Trade Value Shares
Change 		Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$29.1M +$526K +42,187 +2%
DSC
2
Donald Smith & Co
New York
$15.8M -$386 -31 -0%
Vanguard Group
3
Vanguard Group
Pennsylvania
$14.2M +$324K +25,966 +3%
BFA
4
BlackRock Fund Advisors
California
$10.8M +$675K +54,147 +7%
NIMC
5
NWQ Investment Management Company
California
$10.4M -$9.61K -771 -0.1%
BIT
6
BlackRock Institutional Trust
California
$9.59M +$58.2K +4,667 +0.7%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$9.22M +$263K +21,116 +3%
RA
8
Royce & Associates
New York
$7.53M – – –
JP Morgan Chase
9
JP Morgan Chase
New York
$7.22M -$76.1K -6,100 -1%
State Street
10
State Street
Massachusetts
$6.16M +$102K +8,216 +2%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$4.57M +$77.7K +6,230 +2%
WC
12
Walthausen & Co
New York
$4.36M -$2.87K -230 -0.1%
Northern Trust
13
Northern Trust
Illinois
$4.36M +$129K +10,316 +3%
HRCM
14
Hawk Ridge Capital Management
California
$4.24M – – –
Renaissance Technologies
15
Renaissance Technologies
New York
$3.65M +$194K +15,600 +6%
CIBC Private Wealth Group
16
CIBC Private Wealth Group
Georgia
$3.52M -$17.1K -1,375 -0.5%
AA
17
Ancora Advisors
Ohio
$3.19M +$1.03M +82,512 +56%
TA
18
Teton Advisors
New York
$3.19M -$249K -20,000 -8%
Stifel Financial
19
Stifel Financial
Missouri
$3.16M – – –
EA
20
Emerald Acquisition
Washington
$2.9M -$942K -75,534 -27%
KIM
21
Kestrel Investment Management
California
$2.8M -$259K -20,800 -9%
B
22
Barings
North Carolina
$2.72M – – –
Goldman Sachs
23
Goldman Sachs
New York
$2.7M +$148K +11,892 +7%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$2.45M -$18.3K -1,469 -0.8%
Loomis, Sayles & Company
25
Loomis, Sayles & Company
Massachusetts
$2.33M -$53.9K -4,323 -3%
1
2 3 4 5

KE Hedge Fund Activity: Q3 2016 in Review

100 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Kimball Electronics (KE) for Q3 2016, worth a combined $204M — up 5.7% from $193M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of KE and 6 opened new positions — a net loss of 3 holders — while 31 trimmed existing stakes and 36 added.

The largest buyer was Spark Investment Management, adding an estimated $1.29M. The largest seller was Forvis Mazars Wealth Advisors, exiting entirely with an estimated $5.98M sold.

  • 100 institutional investors held Kimball Electronics (KE) as of Q3 2016, down from 104 in Q2 2016.
  • Funds reported $204M of Kimball Electronics stock for Q3 2016, up 5.7% quarter-over-quarter.
  • 6 funds opened new Kimball Electronics positions in Q3 2016 and 9 closed out, a net change of -3 holders.
  • The largest Kimball Electronics buyer in Q3 2016 was Spark Investment Management, an estimated $1.29M added.
  • The largest Kimball Electronics seller in Q3 2016 was Forvis Mazars Wealth Advisors, an estimated $5.98M sold.

Based on aggregated 13F filings for Q3 2016.