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Kimball Electronics

149 hedge funds and large institutions have $481M invested in Kimball Electronics in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 58 increasing their positions, 48 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,068% more call options, than puts

Call options by funds: $257K | Put options by funds: $22K

21% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 48

7% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 14

0.52% more ownership

Funds ownership: 70.56%71.08% (+0.52%)

0% more funds holding

Funds holding: 149149 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less capital invested

Capital invested by funds: $488M → $481M (-$6.81M)

Holders
149
Holders Change
Holders Change %
0%
% of All Funds
2.36%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
58
Reduced
48
Closed
14
Calls
$257K
Puts
$22K
Net Calls
+$235K
Net Calls Change
+$50K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$64.1M +$11.8M +412,048 +21%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$56.1M +$1.35M +47,250 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$33M +$365K +12,776 +1%
Bank of America
4
Bank of America
North Carolina
$29.4M +$2M +70,068 +7%
RA
5
Royce & Associates
New York
$22.5M -$1.36M -47,562 -5%
EARNEST Partners
6
EARNEST Partners
Georgia
$19.7M -$380K -13,283 -2%
LSV Asset Management
7
LSV Asset Management
Illinois
$15.1M -$1.03M -35,905 -6%
State Street
8
State Street
Massachusetts
$14.6M +$41K +1,435 +0.3%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$14M +$542K +18,937 +4%
Loomis, Sayles & Company
10
Loomis, Sayles & Company
Massachusetts
$11.1M -$232K -8,121 -2%
Wells Fargo
11
Wells Fargo
California
$9.58M -$133K -4,658 -1%
PRCP
12
Pacific Ridge Capital Partners
Oregon
$9.56M -$989K -34,594 -9%
OFG
13
Oxford Financial Group
Indiana
$9.38M +$5.32M +186,121 +119%
HCM
14
Hodges Capital Management
Texas
$8.84M -$6M -209,919 -39%
Hotchkis & Wiley Capital Management
15
Hotchkis & Wiley Capital Management
California
$7.93M +$532K +18,600 +7%
Northern Trust
16
Northern Trust
Illinois
$7.84M -$14.7K -514 -0.2%
WA
17
Wasatch Advisors
Utah
$7.41M -$2.07M -72,450 -21%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$6.92M +$3.52M +123,096 +95%
KCM
19
Kennedy Capital Management
Missouri
$6.72M -$1.35M -47,367 -16%
FDS
20
First Dallas Securities
Texas
$6.31M +$6.59M +230,361 New
First Eagle Investment Management
21
First Eagle Investment Management
New York
$6.13M +$4.1M +143,523 +178%
N
22
Nuveen
North Carolina
$5.64M +$463K +16,190 +9%
Charles Schwab
23
Charles Schwab
California
$5.19M +$146K +5,121 +3%
FP
24
Foundry Partners
Minnesota
$4.39M +$360K +12,605 +9%
Assenagon Asset Management
25
Assenagon Asset Management
Luxembourg
$4.14M