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Kimball Electronics

149 hedge funds and large institutions have $488M invested in Kimball Electronics in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 57 increasing their positions, 53 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

420% more call options, than puts

Call options by funds: $229K | Put options by funds: $44K

17% more capital invested

Capital invested by funds: $418M → $488M (+$69.8M)

1.16% more ownership

Funds ownership: 69.4%70.56% (+1.2%)

8% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 53

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less funds holding

Funds holding: 153149 (-4)

25% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 16

Holders
149
Holders Change
-4
Holders Change %
-2.61%
% of All Funds
2.34%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
57
Reduced
53
Closed
16
Calls
$229K
Puts
$44K
Net Calls
+$185K
Net Calls Change
+$86K
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$55.3M -$686K -28,989 -1%
BlackRock
2
BlackRock
New York
$53.3M +$2.65M +112,093 +6%
Vanguard Group
3
Vanguard Group
Pennsylvania
$32.9M -$254K -10,732 -0.9%
Bank of America
4
Bank of America
North Carolina
$27.7M +$3.71M +156,865 +19%
RA
5
Royce & Associates
New York
$24M +$76.1K +3,218 +0.4%
HCM
6
Hodges Capital Management
Texas
$20.9M +$5.91M +249,878 +88%
EARNEST Partners
7
EARNEST Partners
Georgia
$20.3M +$1.92M +81,070 +12%
LSV Asset Management
8
LSV Asset Management
Illinois
$16.2M -$1.35M -56,882 -9%
State Street
9
State Street
Massachusetts
$14.7M -$2.96M -125,290 -19%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$13.6M +$293K +12,376 +3%
Loomis, Sayles & Company
11
Loomis, Sayles & Company
Massachusetts
$11.4M +$1.14M +48,048 +13%
DSC
12
Donald Smith & Co
New York
$11M -$205K -8,666 -2%
PRCP
13
Pacific Ridge Capital Partners
Oregon
$10.6M +$214K +9,025 +2%
Wells Fargo
14
Wells Fargo
California
$9.79M +$640K +27,063 +8%
WA
15
Wasatch Advisors
Utah
$9.48M -$1.02M -43,043 -11%
KCM
16
Kennedy Capital Management
Missouri
$8.09M +$692K +29,257 +11%
Northern Trust
17
Northern Trust
Illinois
$7.93M +$93K +3,932 +1%
Millennium Management
18
Millennium Management
New York
$7.77M -$1.44M -60,803 -18%
Hotchkis & Wiley Capital Management
19
Hotchkis & Wiley Capital Management
California
$7.49M +$578K +24,420 +10%
FMWA
20
Forvis Mazars Wealth Advisors
Missouri
$5.38M -$710K -30,000 -13%
N
21
Nuveen
North Carolina
$5.24M +$236K +9,958 +6%
Charles Schwab
22
Charles Schwab
California
$5.09M +$38.8K +1,639 +0.9%
OFG
23
Oxford Financial Group
Indiana
$4.32M
Assenagon Asset Management
24
Assenagon Asset Management
Luxembourg
$4.18M +$2.49M +105,318 +230%
FP
25
Foundry Partners
Minnesota
$4.08M +$545K +23,030 +18%