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Kimball Electronics

116 hedge funds and large institutions have $236M invested in Kimball Electronics in 2018 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 35 increasing their positions, 39 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

4% more funds holding

Funds holding: 112116 (+4)

2.54% less ownership

Funds ownership: 60.22%57.68% (-2.5%)

10% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 39

25% less capital invested

Capital invested by funds: $314M → $236M (-$78.3M)

Holders
116
Holders Change
+4
Holders Change %
+3.57%
% of All Funds
2.58%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
35
Reduced
39
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$34.5M -$165K -9,349 -0.4%
BlackRock
2
BlackRock
New York
$27.9M +$641K +36,401 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$19.3M +$265K +15,035 +1%
LSV Asset Management
4
LSV Asset Management
Illinois
$13.8M -$1.19M -67,561 -7%
State Street
5
State Street
Massachusetts
$9.86M +$91.2K +5,180 +0.8%
RA
6
Royce & Associates
New York
$8.63M +$1.36M +77,210 +16%
Renaissance Technologies
7
Renaissance Technologies
New York
$6.9M +$1.46M +82,800 +23%
DSC
8
Donald Smith & Co
New York
$6.76M +$2.1K +119 +0%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$5.92M +$258K +14,678 +4%
JP Morgan Chase
10
JP Morgan Chase
New York
$5.64M +$230K +13,038 +4%
Northern Trust
11
Northern Trust
Illinois
$5.08M +$12.9K +732 +0.2%
Russell Investments Group
12
Russell Investments Group
United Kingdom
$4.98M -$1.09M -62,053 -16%
AA
13
Ancora Advisors
Ohio
$4.78M -$2.53M -143,841 -38%
WC
14
Walthausen & Co
New York
$4.71M -$110K -6,220 -2%
AL
15
AJO LP
Pennsylvania
$3.84M -$62.1K -3,525 -1%
FP
16
Foundry Partners
Minnesota
$3.44M -$77.9K -4,425 -2%
Loomis, Sayles & Company
17
Loomis, Sayles & Company
Massachusetts
$3.38M +$848K +48,138 +28%
VFA
18
Valeo Financial Advisors
Indiana
$3.31M
CAM
19
Claret Asset Management
Quebec, Canada
$3.29M -$1.06M -60,036 -22%
DGHMC
20
Dalton, Greiner, Hartman, Maher & Co
New York
$2.82M -$7.57K -430 -0.2%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$2.82M -$337K -19,132 -10%
PAIM
22
Punch & Associates Investment Management
Minnesota
$2.63M +$758K +43,053 +34%
Charles Schwab
23
Charles Schwab
California
$2.26M -$35.4K -2,012 -1%
KIM
24
Kestrel Investment Management
California
$2.19M -$86.3K -4,900 -3%
BCM
25
Bridgeway Capital Management
Texas
$2.08M