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KE

Kimball Electronics
KE

121 hedge funds and large institutions have $175M invested in Kimball Electronics in 2020 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 44 increasing their positions, 44 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 44

0.34% less ownership

Funds ownership: 61.13% → 60.79% (-0.34%)

4% less funds holding

Funds holding: 126 → 121 (-5)

16% less capital invested

Capital invested by funds: $207M → $175M (-$32.1M)

50% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 10

Holders
121
Holders Change
-5
Holders Change %
-3.97%
% of All Funds
2.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
44
Reduced
44
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RA
Royce & Associates
New York
+$3.58M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$1.55M
3
DSC
Donald Smith & Co
New York
+$663K
4
Morgan Stanley
Morgan Stanley
New York
+$492K
5
WC
Walthausen & Co
New York
+$479K

Top Sellers

Rank Fund Capital Flow
1
EIM
Essex Investment Management
Massachusetts
-$1.57M
2
DGHMC
Dalton, Greiner, Hartman, Maher & Co
New York
-$1.46M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$1.06M
4
Russell Investments Group
Russell Investments Group
United Kingdom
-$835K
5
RJA
Raymond James & Associates
Florida
-$562K
Name Holding Trade Value Shares
Change 		Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$24.1M +$73K +5,567 +0.3%
BlackRock
2
BlackRock
New York
$20.7M -$67.3K -5,133 -0.3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$15.1M +$37.9K +2,892 +0.2%
RA
4
Royce & Associates
New York
$8.55M +$3.58M +272,873 +58%
State Street
5
State Street
Massachusetts
$7.35M -$176K -13,429 -2%
PAIM
6
Punch & Associates Investment Management
Minnesota
$6.47M – – –
Geode Capital Management
7
Geode Capital Management
Massachusetts
$5.15M +$46.5K +3,546 +0.8%
LSV Asset Management
8
LSV Asset Management
Illinois
$5.07M -$378K -28,800 -6%
Renaissance Technologies
9
Renaissance Technologies
New York
$4.87M +$148K +11,300 +3%
Northern Trust
10
Northern Trust
Illinois
$4.56M -$192K -14,660 -4%
Russell Investments Group
11
Russell Investments Group
United Kingdom
$4.56M -$835K -63,709 -14%
WC
12
Walthausen & Co
New York
$4.38M +$479K +36,540 +11%
FMWA
13
Forvis Mazars Wealth Advisors
Missouri
$4.26M – – –
DSC
14
Donald Smith & Co
New York
$4.22M +$663K +50,551 +16%
VFA
15
Valeo Financial Advisors
Indiana
$3.68M +$36.8K +2,803 +0.9%
Loomis, Sayles & Company
16
Loomis, Sayles & Company
Massachusetts
$3.61M +$88.6K +6,757 +2%
KCM
17
Kennedy Capital Management
Missouri
$2.54M +$230K +17,533 +9%
FP
18
Foundry Partners
Minnesota
$2.46M -$324K -24,745 -10%
N
19
Nuveen
North Carolina
$2.35M -$30.4K -2,319 -1%
Hotchkis & Wiley Capital Management
20
Hotchkis & Wiley Capital Management
California
$2.25M -$1.06M -80,570 -29%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$2.17M +$51.3K +3,910 +2%
MSL
22
Mackay Shields LLC
New York
$1.95M +$182K +13,900 +9%
BCM
23
Bridgeway Capital Management
Texas
$1.89M – – –
Charles Schwab
24
Charles Schwab
California
$1.85M +$40.4K +3,084 +2%
Arrowstreet Capital
25
Arrowstreet Capital
Massachusetts
$1.71M +$1.55M +118,422 +399%
1
2 3 4 5

KE Hedge Fund Activity: Q3 2020 in Review

121 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Kimball Electronics (KE) for Q3 2020, worth a combined $175M — down 16% from $207M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of KE and 5 opened new positions — a net loss of 5 holders — while 44 trimmed existing stakes and 44 added.

The largest buyer was Royce & Associates, adding an estimated $3.58M. The largest seller was Essex Investment Management, exiting entirely with an estimated $1.57M sold.

  • 121 institutional investors held Kimball Electronics (KE) as of Q3 2020, down from 126 in Q2 2020.
  • Funds reported $175M of Kimball Electronics stock for Q3 2020, down 16% quarter-over-quarter.
  • 5 funds opened new Kimball Electronics positions in Q3 2020 and 10 closed out, a net change of -5 holders.
  • The largest Kimball Electronics buyer in Q3 2020 was Royce & Associates, an estimated $3.58M added.
  • The largest Kimball Electronics seller in Q3 2020 was Essex Investment Management, an estimated $1.57M sold.

Based on aggregated 13F filings for Q3 2020.