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KE

Kimball Electronics
KE

142 hedge funds and large institutions have $424M invested in Kimball Electronics in 2021 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 46 increasing their positions, 44 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 7

24% more capital invested

Capital invested by funds: $341M → $424M (+$82.7M)

7% more funds holding

Funds holding: 133 → 142 (+9)

2.61% more ownership

Funds ownership: 62.87% → 65.48% (+2.6%)

5% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 44

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

82% less call options, than puts

Call options by funds: $2K | Put options by funds: $11K

Holders
142
Holders Change
+9
Holders Change %
+6.77%
% of All Funds
2.49%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
16
Increased
46
Reduced
44
Closed
7
Calls
$2K
Puts
$11K
Net Calls
-$9K
Net Calls Change
+$395K

Top Buyers

1
EARNEST Partners
EARNEST Partners
Georgia
+$5.85M
2
HCM
Hodges Capital Management
Texas
+$4.55M
3
Wells Fargo
Wells Fargo
California
+$2.71M
4
LSV Asset Management
LSV Asset Management
Illinois
+$2.4M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.54M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.5M
2
Renaissance Technologies
Renaissance Technologies
New York
-$1.37M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$1.2M
4
DM
Delphi Management
Massachusetts
-$773K
5
JP Morgan Chase
JP Morgan Chase
New York
-$669K
Name Holding Trade Value Shares
Change 		Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$52.4M -$275K -12,029 -0.6%
BlackRock
2
BlackRock
New York
$46.3M +$1.9K +83 +0%
Vanguard Group
3
Vanguard Group
Pennsylvania
$33.5M -$91.3K -3,996 -0.3%
RA
4
Royce & Associates
New York
$29M +$881K +38,531 +4%
LSV Asset Management
5
LSV Asset Management
Illinois
$18.6M +$2.4M +105,164 +17%
State Street
6
State Street
Massachusetts
$14.9M -$37.6K -1,645 -0.3%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$13.8M +$138K +6,047 +1%
PAIM
8
Punch & Associates Investment Management
Minnesota
$11.8M +$577K +25,259 +6%
HCM
9
Hodges Capital Management
Texas
$9.59M +$4.55M +199,262 +115%
Loomis, Sayles & Company
10
Loomis, Sayles & Company
Massachusetts
$9.16M +$1.32M +57,575 +19%
Northern Trust
11
Northern Trust
Illinois
$8.11M +$30.1K +1,319 +0.4%
VFA
12
Valeo Financial Advisors
Indiana
$7.12M -$322K -14,070 -5%
FMWA
13
Forvis Mazars Wealth Advisors
Missouri
$6.97M -$337K -14,750 -5%
EARNEST Partners
14
EARNEST Partners
Georgia
$6.59M +$5.85M +255,829 New
WC
15
Walthausen & Co
New York
$6.57M -$424K -18,539 -7%
Russell Investments Group
16
Russell Investments Group
United Kingdom
$6.21M +$23.8K +1,043 +0.4%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$5.82M +$1.08M +47,210 +26%
Arrowstreet Capital
18
Arrowstreet Capital
Massachusetts
$5.81M +$93.7K +4,100 +2%
Renaissance Technologies
19
Renaissance Technologies
New York
$5.77M -$1.37M -59,900 -21%
PRCP
20
Pacific Ridge Capital Partners
Oregon
$5.75M +$1.09M +47,641 +27%
N
21
Nuveen
North Carolina
$5.59M -$598K -26,146 -11%
Wells Fargo
22
Wells Fargo
California
$5.52M +$2.71M +118,515 +124%
KCM
23
Kennedy Capital Management
Missouri
$5.47M -$33.3K -1,455 -0.7%
Hotchkis & Wiley Capital Management
24
Hotchkis & Wiley Capital Management
California
$5.16M -$268K -11,720 -6%
Charles Schwab
25
Charles Schwab
California
$4.4M +$18.6K +813 +0.5%
1
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KE Hedge Fund Activity: Q3 2021 in Review

142 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Kimball Electronics (KE) for Q3 2021, worth a combined $424M — up 24% from $341M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new KE positions and 7 closed out — a net gain of 9 holders — while 46 added to existing stakes and 44 trimmed.

The largest buyer was EARNEST Partners, opening a new position worth an estimated $5.85M. The largest seller was Morgan Stanley, cutting an estimated $1.5M.

  • 142 institutional investors held Kimball Electronics (KE) as of Q3 2021, up from 133 in Q2 2021.
  • Funds reported $424M of Kimball Electronics stock for Q3 2021, up 24% quarter-over-quarter.
  • 16 funds opened new Kimball Electronics positions in Q3 2021 and 7 closed out, a net change of +9 holders.
  • The largest Kimball Electronics buyer in Q3 2021 was EARNEST Partners, an estimated $5.85M added.
  • The largest Kimball Electronics seller in Q3 2021 was Morgan Stanley, an estimated $1.5M sold.

Based on aggregated 13F filings for Q3 2021.