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Kimball Electronics

112 hedge funds and large institutions have $292M invested in Kimball Electronics in 2018 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 35 increasing their positions, 44 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more capital invested

Capital invested by funds: $261M → $292M (+$31.1M)

0.82% less ownership

Funds ownership: 60.5%59.68% (-0.82%)

6% less funds holding

Funds holding: 119112 (-7)

20% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 44

60% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 10

Holders
112
Holders Change
-7
Holders Change %
-5.88%
% of All Funds
2.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
35
Reduced
44
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$40.8M -$505K -28,262 -1%
BlackRock
2
BlackRock
New York
$32M +$622K +34,839 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$22.2M +$400K +22,377 +2%
LSV Asset Management
4
LSV Asset Management
Illinois
$17.9M -$220K -12,300 -1%
State Street
5
State Street
Massachusetts
$11.4M -$83.5K -4,678 -0.7%
DSC
6
Donald Smith & Co
New York
$7.99M -$1.25M -70,242 -14%
Russell Investments Group
7
Russell Investments Group
United Kingdom
$7.41M -$2.91K -163 -0%
RA
8
Royce & Associates
New York
$7.24M +$1.13M +63,125 +19%
FMWA
9
Forvis Mazars Wealth Advisors
Missouri
$6.75M
Geode Capital Management
10
Geode Capital Management
Massachusetts
$6.55M +$300K +16,814 +5%
JP Morgan Chase
11
JP Morgan Chase
New York
$6.26M -$682K -38,212 -10%
AA
12
Ancora Advisors
Ohio
$6.22M +$740K +41,460 +14%
Renaissance Technologies
13
Renaissance Technologies
New York
$5.86M -$152K -8,500 -3%
Northern Trust
14
Northern Trust
Illinois
$5.84M +$29.7K +1,661 +0.5%
CAM
15
Claret Asset Management
Quebec, Canada
$5.79M -$117K -6,579 -2%
Stifel Financial
16
Stifel Financial
Missouri
$5.22M +$4.83M +270,551 +1,815%
AC
17
AWH Capital
Texas
$5.16M -$437K -24,470 -8%
AL
18
AJO LP
Pennsylvania
$4.95M
FP
19
Foundry Partners
Minnesota
$4.28M +$63K +3,525 +2%
AG
20
Algert Global
California
$3.92M +$975K +54,574 +34%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$3.67M -$143K -8,021 -4%
VFA
22
Valeo Financial Advisors
Indiana
$3.53M
DGHMC
23
Dalton, Greiner, Hartman, Maher & Co
New York
$3.34M +$1.14M +63,690 +54%
AQR Capital Management
24
AQR Capital Management
Connecticut
$3.26M -$1.06M -59,627 -25%
Loomis, Sayles & Company
25
Loomis, Sayles & Company
Massachusetts
$3.03M +$83K +4,647 +3%