Kimball Electronics
119 hedge funds and large institutions have $329M invested in Kimball Electronics in 2017 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 40 increasing their positions, 36 reducing their positions, and 7 closing their positions.
114% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 7
20% more capital invested
Capital invested by funds: $275M → $329M (+$53.9M)
11% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 36
7% more funds holding
Funds holding: 111 → 119 (+8)
0.32% more ownership
Funds ownership: 56.19% → 56.51% (+0.32%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LSV Asset Management
Chicago,
Illinois
|
+$5.35M |
| 2 |
AQR Capital Management
Greenwich,
Connecticut
|
+$2.52M |
| 3 |
RHJA
Rice Hall James & Associates
San Diego,
California
|
+$1.34M |
| 4 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
+$1.28M |
| 5 |
TIA
Trust Investment Advisors
Indianapolis,
Indiana
|
+$1.28M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FMWA
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
-$7.32M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
-$4.06M |
| 3 |
DSC
Donald Smith & Co
New York
|
-$3.99M |
| 4 |
BlackRock
New York
|
-$1.82M |
| 5 |
JP Morgan Chase
New York
|
-$1.64M |
KE Hedge Fund Activity: Q3 2017 in Review
119 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Kimball Electronics (KE) for Q3 2017, worth a combined $329M — up 20% from $275M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new KE positions and 7 closed out — a net gain of 8 holders — while 40 added to existing stakes and 36 trimmed.
The largest buyer was LSV Asset Management, adding an estimated $5.35M. The largest seller was Forvis Mazars Wealth Advisors, exiting entirely with an estimated $7.32M sold.
- 119 institutional investors held Kimball Electronics (KE) as of Q3 2017, up from 111 in Q2 2017.
- Funds reported $329M of Kimball Electronics stock for Q3 2017, up 20% quarter-over-quarter.
- 15 funds opened new Kimball Electronics positions in Q3 2017 and 7 closed out, a net change of +8 holders.
- The largest Kimball Electronics buyer in Q3 2017 was LSV Asset Management, an estimated $5.35M added.
- The largest Kimball Electronics seller in Q3 2017 was Forvis Mazars Wealth Advisors, an estimated $7.32M sold.
Based on aggregated 13F filings for Q3 2017.