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Kimball Electronics

139 hedge funds and large institutions have $373M invested in Kimball Electronics in 2021 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 53 increasing their positions, 47 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 47

2.91% more ownership

Funds ownership: 65.48%68.39% (+2.9%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less funds holding

Funds holding: 142139 (-3)

12% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 17

12% less capital invested

Capital invested by funds: $424M → $373M (-$50.3M)

59% less call options, than puts

Call options by funds: $269K | Put options by funds: $655K

Holders
139
Holders Change
-3
Holders Change %
-2.11%
% of All Funds
2.14%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
53
Reduced
47
Closed
17
Calls
$269K
Puts
$655K
Net Calls
-$386K
Net Calls Change
-$377K
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$43.5M -$925K -36,900 -2%
BlackRock
2
BlackRock
New York
$38.8M -$318K -12,706 -0.7%
Vanguard Group
3
Vanguard Group
Pennsylvania
$29.7M +$1.59M +63,266 +5%
RA
4
Royce & Associates
New York
$23.7M -$886K -35,339 -3%
LSV Asset Management
5
LSV Asset Management
Illinois
$18.7M +$3.46M +138,236 +19%
State Street
6
State Street
Massachusetts
$12.6M +$120K +4,784 +0.8%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$11.9M +$239K +9,518 +2%
PAIM
8
Punch & Associates Investment Management
Minnesota
$10.3M +$343K +13,707 +3%
EARNEST Partners
9
EARNEST Partners
Georgia
$9M +$3.95M +157,807 +62%
HCM
10
Hodges Capital Management
Texas
$8.76M +$768K +30,631 +8%
Bank of America
11
Bank of America
North Carolina
$8.19M +$8.77M +349,990 +1,326%
FMWA
12
Forvis Mazars Wealth Advisors
Missouri
$7.8M +$2.22M +88,425 +33%
Loomis, Sayles & Company
13
Loomis, Sayles & Company
Massachusetts
$7.76M +$27.5K +1,099 +0.3%
Northern Trust
14
Northern Trust
Illinois
$6.73M -$140K -5,588 -2%
KCM
15
Kennedy Capital Management
Missouri
$6.53M +$2.2M +87,783 +41%
PRCP
16
Pacific Ridge Capital Partners
Oregon
$6.29M +$1.66M +66,230 +30%
VFA
17
Valeo Financial Advisors
Indiana
$5.72M -$330K -13,170 -5%
Renaissance Technologies
18
Renaissance Technologies
New York
$4.91M +$40.1K +1,600 +0.7%
Arrowstreet Capital
19
Arrowstreet Capital
Massachusetts
$4.91M
WC
20
Walthausen & Co
New York
$4.6M -$1.09M -43,526 -17%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$4.57M -$396K -15,793 -7%
N
22
Nuveen
North Carolina
$4.43M -$333K -13,281 -6%
Hotchkis & Wiley Capital Management
23
Hotchkis & Wiley Capital Management
California
$4.43M +$80.2K +3,200 +2%
Acadian Asset Management
24
Acadian Asset Management
Massachusetts
$4M +$792K +31,588 +21%
Charles Schwab
25
Charles Schwab
California
$3.79M +$87K +3,472 +2%