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Kimball Electronics

143 hedge funds and large institutions have $410M invested in Kimball Electronics in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 55 increasing their positions, 53 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more call options, than puts

Call options by funds: $39K | Put options by funds: $19K

4% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 53

0.72% less ownership

Funds ownership: 76.81%76.09% (-0.72%)

11% less funds holding

Funds holding: 161143 (-18)

20% less capital invested

Capital invested by funds: $514M → $410M (-$105M)

65% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 26

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
143
Holders Change
-18
Holders Change %
-11.18%
% of All Funds
2.06%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
9
Increased
55
Reduced
53
Closed
26
Calls
$39K
Puts
$19K
Net Calls
+$20K
Net Calls Change
-$115K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$51.4M -$1.4M -62,059 -3%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$44M -$543K -24,029 -1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$39.2M +$12.9M +569,015 +46%
Bank of America
4
Bank of America
North Carolina
$23.4M -$39.6K -1,752 -0.2%
RA
5
Royce & Associates
New York
$18.6M -$1.6M -70,776 -8%
EARNEST Partners
6
EARNEST Partners
Georgia
$14.3M -$310K -13,710 -2%
HCM
7
Hodges Capital Management
Texas
$12.5M -$7.47M -330,388 -36%
State Street
8
State Street
Massachusetts
$12M -$33.8K -1,497 -0.3%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$11.8M +$204K +9,026 +2%
LSV Asset Management
10
LSV Asset Management
Illinois
$10.3M -$11.3K -500 -0.1%
LFG
11
Larson Financial Group
Missouri
$8.76M
Hotchkis & Wiley Capital Management
12
Hotchkis & Wiley Capital Management
California
$8.46M +$1.2M +53,260 +16%
Wells Fargo
13
Wells Fargo
California
$7.66M +$23.6K +1,044 +0.3%
PRCP
14
Pacific Ridge Capital Partners
Oregon
$7.58M -$417K -18,433 -5%
OFG
15
Oxford Financial Group
Indiana
$7.41M -$2.74M -121,064 -26%
Morgan Stanley
16
Morgan Stanley
New York
$7.25M -$2.58M -114,017 -25%
SC
17
Sapient Capital
Indiana
$7.04M
Charles Schwab
18
Charles Schwab
California
$5.77M +$1.63M +72,077 +37%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$5.68M +$135K +5,971 +2%
Northern Trust
20
Northern Trust
Illinois
$5.24M -$1.03M -45,476 -16%
KCM
21
Kennedy Capital Management
Missouri
$5.18M -$136K -6,009 -2%
FP
22
Foundry Partners
Minnesota
$4.27M +$899K +39,755 +25%
First Eagle Investment Management
23
First Eagle Investment Management
New York
$4.1M -$1.34M -59,500 -24%
Millennium Management
24
Millennium Management
New York
$4.09M -$437K -19,315 -9%
GWI
25
Grace & White Inc
New York
$4.01M +$966K +42,739 +30%