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KE

Kimball Electronics

119 hedge funds and large institutions have $287M invested in Kimball Electronics in 2017 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 41 increasing their positions, 42 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.12% more ownership

Funds ownership: 56.51%58.63% (+2.1%)

0% more funds holding

Funds holding: 119119 (0)

0% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 16

2% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 42

13% less capital invested

Capital invested by funds: $329M → $287M (-$41.7M)

Holders
119
Holders Change
Holders Change %
0%
% of All Funds
2.7%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
41
Reduced
42
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
$41.3M +$266K +12,893 +0.6%
BlackRock
2
BlackRock
New York
$31.6M +$574K +27,813 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$22.1M +$113K +5,473 +0.5%
LSV Asset Management
4
LSV Asset Management
Illinois
$16.6M +$2.86M +138,557 +18%
State Street
5
State Street
Massachusetts
$11.5M +$579K +28,086 +5%
DSC
6
Donald Smith & Co
New York
$10.5M -$3.26M -157,896 -22%
JP Morgan Chase
7
JP Morgan Chase
New York
$7.48M -$348K -16,873 -4%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$6.59M -$694K -33,654 -9%
CAM
9
Claret Asset Management
Quebec, Canada
$6.36M +$7.19M +348,283 New
Northern Trust
10
Northern Trust
Illinois
$5.88M -$95.8K -4,646 -1%
AC
11
AWH Capital
Texas
$5.46M +$6.17M +298,934 New
Renaissance Technologies
12
Renaissance Technologies
New York
$5.45M -$186K -9,000 -3%
AQR Capital Management
13
AQR Capital Management
Connecticut
$5.41M +$977K +47,375 +19%
WC
14
Walthausen & Co
New York
$5.28M -$40.8K -1,980 -0.7%
Russell Investments Group
15
Russell Investments Group
United Kingdom
$5.28M +$203K +9,854 +4%
AL
16
AJO LP
Pennsylvania
$5.15M +$22.7K +1,098 +0.4%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$3.77M +$40.7K +1,973 +1%
FP
18
Foundry Partners
Minnesota
$3.66M +$4.14M +200,661 New
AA
19
Ancora Advisors
Ohio
$3.65M +$1.08M +52,443 +36%
KIM
20
Kestrel Investment Management
California
$3.22M -$97K -4,700 -3%
VFA
21
Valeo Financial Advisors
Indiana
$3.2M +$46.4K +2,250 +1%
Goldman Sachs
22
Goldman Sachs
New York
$2.99M -$696K -33,761 -17%
SIM
23
Spark Investment Management
New York
$2.98M
B
24
Barings
North Carolina
$2.91M -$761K -36,876 -19%
Loomis, Sayles & Company
25
Loomis, Sayles & Company
Massachusetts
$2.89M -$9.51K -461 -0.3%

KE Hedge Fund Activity: Q4 2017 in Review

119 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Kimball Electronics (KE) for Q4 2017, worth a combined $287M — down 13% from $329M a quarter earlier.

Fund positioning in KE was balanced in Q4 2017: 16 funds opened new positions, 16 closed out, 41 added to existing stakes and 42 trimmed.

The largest buyer was Foundry Partners, opening a new position worth an estimated $4.14M. The largest seller was Nationwide Fund Advisors, exiting entirely with an estimated $3.27M sold.

  • 119 institutional investors held Kimball Electronics (KE) as of Q4 2017, unchanged from Q3 2017.
  • Funds reported $287M of Kimball Electronics stock for Q4 2017, down 13% quarter-over-quarter.
  • 16 funds opened new Kimball Electronics positions in Q4 2017 and 16 closed out, a net change of 0 holders.
  • The largest Kimball Electronics buyer in Q4 2017 was Foundry Partners, an estimated $4.14M added.
  • The largest Kimball Electronics seller in Q4 2017 was Nationwide Fund Advisors, an estimated $3.27M sold.

Based on aggregated 13F filings for Q4 2017.