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KE

Kimball Electronics

126 hedge funds and large institutions have $207M invested in Kimball Electronics in 2020 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 36 increasing their positions, 50 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 8

23% more capital invested

Capital invested by funds: $168M → $207M (+$39.1M)

12% more funds holding

Funds holding: 113126 (+13)

0.4% more ownership

Funds ownership: 60.73%61.13% (+0.4%)

28% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 50

Holders
126
Holders Change
+13
Holders Change %
+11.5%
% of All Funds
2.58%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
36
Reduced
50
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$28.2M -$587K -45,690 -2%
BlackRock
2
BlackRock
New York
$24.3M -$750K -58,356 -3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$17.7M +$373K +28,991 +2%
State Street
4
State Street
Massachusetts
$8.79M +$199K +15,452 +2%
PAIM
5
Punch & Associates Investment Management
Minnesota
$7.58M +$1.21M +94,326 +20%
LSV Asset Management
6
LSV Asset Management
Illinois
$6.33M +$409K +31,800 +7%
RA
7
Royce & Associates
New York
$6.32M -$265K -20,600 -4%
Russell Investments Group
8
Russell Investments Group
United Kingdom
$6.19M -$599K -46,599 -9%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$5.99M +$109K +8,471 +2%
Renaissance Technologies
10
Renaissance Technologies
New York
$5.55M -$261K -20,300 -5%
Northern Trust
11
Northern Trust
Illinois
$5.54M +$970K +75,436 +23%
FMWA
12
Forvis Mazars Wealth Advisors
Missouri
$4.99M
WC
13
Walthausen & Co
New York
$4.64M -$219K -17,010 -5%
VFA
14
Valeo Financial Advisors
Indiana
$4.27M -$19.1K -1,485 -0.5%
DSC
15
Donald Smith & Co
New York
$4.26M +$5.85K +455 +0.1%
Loomis, Sayles & Company
16
Loomis, Sayles & Company
Massachusetts
$4.13M -$2.8K -218 -0.1%
Hotchkis & Wiley Capital Management
17
Hotchkis & Wiley Capital Management
California
$3.72M -$236K -18,380 -6%
FP
18
Foundry Partners
Minnesota
$3.21M -$130K -10,075 -4%
DGHMC
19
Dalton, Greiner, Hartman, Maher & Co
New York
$2.96M +$53.4K +4,154 +2%
N
20
Nuveen
North Carolina
$2.78M -$244K -18,998 -8%
KCM
21
Kennedy Capital Management
Missouri
$2.73M +$385K +29,957 +17%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$2.49M -$68.7K -5,341 -3%
BCM
23
Bridgeway Capital Management
Texas
$2.22M +$129K +10,000 +7%
Charles Schwab
24
Charles Schwab
California
$2.12M +$32.5K +2,527 +2%
MSL
25
Mackay Shields LLC
New York
$2.1M +$823K +64,000 +70%

KE Hedge Fund Activity: Q2 2020 in Review

126 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Kimball Electronics (KE) for Q2 2020, worth a combined $207M — up 23% from $168M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new KE positions and 8 closed out — a net gain of 13 holders — while 36 added to existing stakes and 50 trimmed.

The largest buyer was Punch & Associates Investment Management, adding an estimated $1.21M. The largest seller was NWQ Investment Management Company, exiting entirely with an estimated $2.87M sold.

  • 126 institutional investors held Kimball Electronics (KE) as of Q2 2020, up from 113 in Q1 2020.
  • Funds reported $207M of Kimball Electronics stock for Q2 2020, up 23% quarter-over-quarter.
  • 21 funds opened new Kimball Electronics positions in Q2 2020 and 8 closed out, a net change of +13 holders.
  • The largest Kimball Electronics buyer in Q2 2020 was Punch & Associates Investment Management, an estimated $1.21M added.
  • The largest Kimball Electronics seller in Q2 2020 was NWQ Investment Management Company, an estimated $2.87M sold.

Based on aggregated 13F filings for Q2 2020.