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Kimball Electronics

114 hedge funds and large institutions have $224M invested in Kimball Electronics in 2019 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 38 increasing their positions, 40 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 40

1.38% less ownership

Funds ownership: 61.74%60.36% (-1.4%)

7% less funds holding

Funds holding: 122114 (-8)

12% less capital invested

Capital invested by funds: $256M → $224M (-$32M)

47% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 17

Holders
114
Holders Change
-8
Holders Change %
-6.56%
% of All Funds
2.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
38
Reduced
40
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$31.6M -$146K -9,863 -0.5%
BlackRock
2
BlackRock
New York
$27M +$748K +50,442 +3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$19.1M +$352K +23,712 +2%
Russell Investments Group
4
Russell Investments Group
United Kingdom
$11.2M +$689K +46,461 +6%
State Street
5
State Street
Massachusetts
$9.21M +$79K +5,326 +0.8%
RA
6
Royce & Associates
New York
$7.29M -$149K -10,033 -2%
LSV Asset Management
7
LSV Asset Management
Illinois
$6.51M -$94.9K -6,400 -1%
Renaissance Technologies
8
Renaissance Technologies
New York
$6.43M -$597K -40,217 -8%
DSC
9
Donald Smith & Co
New York
$6.34M +$2.95K +199 +0%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$6.06M -$38.8K -2,613 -0.6%
NIMC
11
NWQ Investment Management Company
California
$5.47M -$1.62M -109,378 -22%
FMWA
12
Forvis Mazars Wealth Advisors
Missouri
$5.35M
Northern Trust
13
Northern Trust
Illinois
$4.92M +$263K +17,696 +6%
WC
14
Walthausen & Co
New York
$4.33M
VFA
15
Valeo Financial Advisors
Indiana
$4.33M +$1.23M +82,823 +38%
Hotchkis & Wiley Capital Management
16
Hotchkis & Wiley Capital Management
California
$4.2M +$420K +28,330 +11%
Loomis, Sayles & Company
17
Loomis, Sayles & Company
Massachusetts
$3.54M -$10.4K -704 -0.3%
N
18
Nuveen
North Carolina
$3.01M +$478K +32,214 +18%
FP
19
Foundry Partners
Minnesota
$2.95M -$169K -11,375 -5%
PAIM
20
Punch & Associates Investment Management
Minnesota
$2.94M +$108K +7,300 +4%
DGHMC
21
Dalton, Greiner, Hartman, Maher & Co
New York
$2.89M +$245K +16,540 +9%
CAM
22
Claret Asset Management
Quebec, Canada
$2.62M -$152K -10,260 -5%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$2.6M -$67.7K -4,563 -2%
AA
24
Ancora Advisors
Ohio
$2.21M -$791K -53,347 -26%
Charles Schwab
25
Charles Schwab
California
$2.16M +$33.9K +2,286 +2%