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KE

Kimball Electronics
KE

112 hedge funds and large institutions have $314M invested in Kimball Electronics in 2018 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 36 increasing their positions, 45 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

8% more capital invested

Capital invested by funds: $292M → $314M (+$22.4M)

0.54% more ownership

Funds ownership: 59.68% → 60.22% (+0.54%)

0% more funds holding

Funds holding: 112 → 112 (0)

20% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 45

Holders
112
Holders Change
–
Holders Change %
0%
% of All Funds
2.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
36
Reduced
45
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RA
Royce & Associates
New York
+$1.66M
2
HCM
Hodges Capital Management
Texas
+$1.09M
3
GCP
GSA Capital Partners
United Kingdom
+$1.07M
4
RJA
Raymond James & Associates
Florida
+$924K
5
Renaissance Technologies
Renaissance Technologies
New York
+$836K

Top Sellers

Rank Fund Capital Flow
1
Stifel Financial
Stifel Financial
Missouri
-$4.18M
2
AQR Capital Management
AQR Capital Management
Connecticut
-$2.17M
3
Goldman Sachs
Goldman Sachs
New York
-$941K
4
CAM
Claret Asset Management
Quebec, Canada
-$870K
5
AC
AWH Capital
Texas
-$616K
Name Holding Trade Value Shares
Change 		Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$44M +$242K +12,290 +0.6%
BlackRock
2
BlackRock
New York
$34.7M +$335K +17,045 +1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$24.2M +$344K +17,464 +1%
LSV Asset Management
4
LSV Asset Management
Illinois
$18.8M -$435K -22,100 -2%
State Street
5
State Street
Massachusetts
$12.4M +$114K +5,803 +0.9%
RA
6
Royce & Associates
New York
$9.44M +$1.66M +84,411 +21%
DSC
7
Donald Smith & Co
New York
$8.57M -$3.88K -197 -0%
Russell Investments Group
8
Russell Investments Group
United Kingdom
$7.54M -$405K -20,593 -5%
AA
9
Ancora Advisors
Ohio
$7.34M +$666K +33,827 +10%
FMWA
10
Forvis Mazars Wealth Advisors
Missouri
$7.24M -$7.26K -369 -0.1%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$7.22M +$186K +9,471 +3%
Renaissance Technologies
12
Renaissance Technologies
New York
$7.13M +$836K +42,500 +13%
JP Morgan Chase
13
JP Morgan Chase
New York
$6.9M +$179K +9,111 +3%
Northern Trust
14
Northern Trust
Illinois
$6.43M +$162K +8,225 +3%
WC
15
Walthausen & Co
New York
$6.1M +$6.11M +310,335 New
CAM
16
Claret Asset Management
Quebec, Canada
$5.35M -$870K -44,230 -14%
AL
17
AJO LP
Pennsylvania
$4.94M -$377K -19,171 -7%
AC
18
AWH Capital
Texas
$4.92M -$616K -31,307 -11%
FP
19
Foundry Partners
Minnesota
$4.45M -$145K -7,385 -3%
AG
20
Algert Global
California
$3.97M -$242K -12,306 -6%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$3.95M +$12K +612 +0.3%
VFA
22
Valeo Financial Advisors
Indiana
$3.94M +$758K +38,541 +22%
DGHMC
23
Dalton, Greiner, Hartman, Maher & Co
New York
$3.59M -$964 -49 -0%
Loomis, Sayles & Company
24
Loomis, Sayles & Company
Massachusetts
$3.35M +$95.3K +4,844 +3%
Charles Schwab
25
Charles Schwab
California
$2.91M +$221K +11,209 +8%
1
2 3 4 5

KE Hedge Fund Activity: Q3 2018 in Review

112 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Kimball Electronics (KE) for Q3 2018, worth a combined $314M — up 7.7% from $292M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new KE positions and 9 closed out — a net gain of 1 holder — while 36 added to existing stakes and 45 trimmed.

The largest buyer was Royce & Associates, adding an estimated $1.66M. The largest seller was Stifel Financial, cutting an estimated $4.18M.

  • 112 institutional investors held Kimball Electronics (KE) as of Q3 2018, unchanged from Q2 2018.
  • Funds reported $314M of Kimball Electronics stock for Q3 2018, up 7.7% quarter-over-quarter.
  • 10 funds opened new Kimball Electronics positions in Q3 2018 and 9 closed out, a net change of +1 holder.
  • The largest Kimball Electronics buyer in Q3 2018 was Royce & Associates, an estimated $1.66M added.
  • The largest Kimball Electronics seller in Q3 2018 was Stifel Financial, an estimated $4.18M sold.

Based on aggregated 13F filings for Q3 2018.