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Kimball Electronics

161 hedge funds and large institutions have $514M invested in Kimball Electronics in 2023 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 66 increasing their positions, 49 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,227% more call options, than puts

Call options by funds: $146K | Put options by funds: $11K

133% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 9

35% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 49

8% more funds holding

Funds holding: 149161 (+12)

7% more capital invested

Capital invested by funds: $481M → $514M (+$33.3M)

5.73% more ownership

Funds ownership: 71.08%76.81% (+5.7%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
161
Holders Change
+12
Holders Change %
+8.05%
% of All Funds
2.35%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
21
Increased
66
Reduced
49
Closed
9
Calls
$146K
Puts
$11K
Net Calls
+$135K
Net Calls Change
-$100K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$65.6M +$2.4M +92,999 +4%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$55.4M +$122K +4,714 +0.2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$33.4M +$883K +34,242 +3%
Bank of America
4
Bank of America
North Carolina
$29.2M +$252K +9,789 +0.9%
RA
5
Royce & Associates
New York
$25M +$2.75M +106,610 +13%
HCM
6
Hodges Capital Management
Texas
$24.4M +$15.1M +584,316 +181%
EARNEST Partners
7
EARNEST Partners
Georgia
$18.2M -$1.19M -46,293 -6%
State Street
8
State Street
Massachusetts
$15M +$560K +21,709 +4%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$14.4M +$679K +26,332 +5%
LSV Asset Management
10
LSV Asset Management
Illinois
$12.9M -$1.88M -73,104 -13%
OFG
11
Oxford Financial Group
Indiana
$12.5M +$3.12M +121,076 +35%
Morgan Stanley
12
Morgan Stanley
New York
$12.1M +$8.38M +325,001 +262%
LFG
13
Larson Financial Group
Missouri
$10.9M +$7.63M +295,951 +272%
PRCP
14
Pacific Ridge Capital Partners
Oregon
$9.93M +$496K +19,234 +6%
Wells Fargo
15
Wells Fargo
California
$9.51M +$83.4K +3,237 +0.9%
Hotchkis & Wiley Capital Management
16
Hotchkis & Wiley Capital Management
California
$9.1M +$1.23M +47,900 +17%
SC
17
Sapient Capital
Indiana
$8.76M +$8.38M +325,075 New
Northern Trust
18
Northern Trust
Illinois
$7.75M +$29.1K +1,130 +0.4%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$6.91M +$99.7K +3,867 +2%
First Eagle Investment Management
20
First Eagle Investment Management
New York
$6.71M +$644K +25,000 +11%
KCM
21
Kennedy Capital Management
Missouri
$6.61M -$10K -388 -0.2%
WA
22
Wasatch Advisors
Utah
$5.64M -$1.59M -61,502 -23%
Millennium Management
23
Millennium Management
New York
$5.62M +$1.7M +66,132 +46%
Charles Schwab
24
Charles Schwab
California
$5.24M +$132K +5,126 +3%
N
25
Nuveen
North Carolina
$4.79M -$729K -28,280 -14%