Kimball Electronics
161 hedge funds and large institutions have $508M 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.
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: 149 → 161 (+12)
6% more capital invested
Capital invested by funds: $481M → $508M (+$27.3M)
4.82% more ownership
Funds ownership: 71.08% → 75.91% (+4.8%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCM
Hodges Capital Management
Dallas,
Texas
|
+$15.1M |
| 2 |
LFG
Larson Financial Group
St Louis,
Missouri
|
+$7.63M |
| 3 |
OFG
Oxford Financial Group
Carmel,
Indiana
|
+$3.12M |
| 4 |
RA
Royce & Associates
New York
|
+$2.75M |
| 5 |
Morgan Stanley
New York
|
+$2.59M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
-$11.1M |
| 2 |
FDS
First Dallas Securities
Dallas,
Texas
|
-$6.31M |
| 3 |
LSV Asset Management
Chicago,
Illinois
|
-$1.88M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$1.88M |
| 5 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$1.59M |
KE Hedge Fund Activity: Q4 2023 in Review
161 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Kimball Electronics (KE) for Q4 2023, worth a combined $508M — up 5.7% from $481M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new KE positions and 9 closed out — a net gain of 12 holders — while 66 added to existing stakes and 49 trimmed.
The largest buyer was Hodges Capital Management, adding an estimated $15.1M. The largest seller was Loomis, Sayles & Company, exiting entirely with an estimated $11.1M sold.
- 161 institutional investors held Kimball Electronics (KE) as of Q4 2023, up from 149 in Q3 2023.
- Funds reported $508M of Kimball Electronics stock for Q4 2023, up 5.7% quarter-over-quarter.
- 21 funds opened new Kimball Electronics positions in Q4 2023 and 9 closed out, a net change of +12 holders.
- The largest Kimball Electronics buyer in Q4 2023 was Hodges Capital Management, an estimated $15.1M added.
- The largest Kimball Electronics seller in Q4 2023 was Loomis, Sayles & Company, an estimated $11.1M sold.
Based on aggregated 13F filings for Q4 2023.