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Kimball Electronics

153 hedge funds and large institutions have $418M invested in Kimball Electronics in 2023 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 50 increasing their positions, 46 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,950% more call options, than puts

Call options by funds: $101K | Put options by funds: $2K

150% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 10

24% more capital invested

Capital invested by funds: $337M → $418M (+$80.8M)

11% more funds holding

Funds holding: 138153 (+15)

9% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 46

0.87% more ownership

Funds ownership: 68.53%69.4% (+0.87%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
153
Holders Change
+15
Holders Change %
+10.87%
% of All Funds
2.44%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
25
Increased
50
Reduced
46
Closed
10
Calls
$101K
Puts
$2K
Net Calls
+$99K
Net Calls Change
+$47K
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$49M +$635K +26,049 +1%
BlackRock
2
BlackRock
New York
$43.8M -$585K -23,992 -1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$29M -$75.2K -3,084 -0.3%
RA
4
Royce & Associates
New York
$20.9M -$488K -20,000 -2%
Bank of America
5
Bank of America
North Carolina
$20.4M +$639K +26,210 +3%
State Street
6
State Street
Massachusetts
$15.9M +$750K +30,772 +5%
EARNEST Partners
7
EARNEST Partners
Georgia
$15.7M -$64.2K -2,633 -0.4%
LSV Asset Management
8
LSV Asset Management
Illinois
$15.5M -$677K -27,783 -4%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$11.5M +$499K +20,480 +4%
HCM
10
Hodges Capital Management
Texas
$11.5M -$5.03M -206,370 -42%
DSC
11
Donald Smith & Co
New York
$9.8M -$174K -7,153 -2%
WA
12
Wasatch Advisors
Utah
$9.31M +$2.71M +111,209 +40%
PRCP
13
Pacific Ridge Capital Partners
Oregon
$9.03M -$66.9K -2,746 -0.7%
Loomis, Sayles & Company
14
Loomis, Sayles & Company
Massachusetts
$8.78M +$17.8K +730 +0.2%
Millennium Management
15
Millennium Management
New York
$8.24M +$7.88M +323,168 +1,712%
Wells Fargo
16
Wells Fargo
California
$7.89M +$344K +14,098 +5%
Northern Trust
17
Northern Trust
Illinois
$6.82M -$135K -5,549 -2%
KCM
18
Kennedy Capital Management
Missouri
$6.35M -$577K -23,680 -8%
Hotchkis & Wiley Capital Management
19
Hotchkis & Wiley Capital Management
California
$5.95M +$212K +8,700 +4%
FMWA
20
Forvis Mazars Wealth Advisors
Missouri
$5.42M -$1.19M -48,848 -18%
Charles Schwab
21
Charles Schwab
California
$4.4M -$6.27M -257,244 -58%
N
22
Nuveen
North Carolina
$4.33M +$20.4K +837 +0.5%
Citadel Advisors
23
Citadel Advisors
Florida
$3.83M +$2.35M +96,414 +154%
OFG
24
Oxford Financial Group
Indiana
$3.77M
Norges Bank
25
Norges Bank
Norway
$3.71M +$3.76M +154,100 New