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KE

Kimball Electronics

148 hedge funds and large institutions have $422M invested in Kimball Electronics in 2024 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 59 increasing their positions, 44 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 12

34% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 44

3% more funds holding

Funds holding: 143148 (+5)

1.09% more ownership

Funds ownership: 76.09%77.19% (+1.1%)

3% more capital invested

Capital invested by funds: $410M → $422M (+$12.1M)

25% less call options, than puts

Call options by funds: $15K | Put options by funds: $20K

Holders
148
Holders Change
+5
Holders Change %
+3.5%
% of All Funds
2.14%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
19
Increased
59
Reduced
44
Closed
12
Calls
$15K
Puts
$20K
Net Calls
-$5K
Net Calls Change
-$25K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$53.7M +$1.49M +68,376 +3%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$44.1M -$535K -24,557 -1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$40.2M +$415K +19,049 +1%
Bank of America
4
Bank of America
North Carolina
$26.5M +$2.72M +124,819 +12%
RA
5
Royce & Associates
New York
$18.6M -$258K -11,811 -1%
EARNEST Partners
6
EARNEST Partners
Georgia
$14.3M -$170K -7,813 -1%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$12.6M +$614K +28,139 +5%
State Street
8
State Street
Massachusetts
$12.2M +$46.3K +2,122 +0.4%
HCM
9
Hodges Capital Management
Texas
$12M -$670K -30,709 -5%
LSV Asset Management
10
LSV Asset Management
Illinois
$10.4M -$85K -3,900 -0.8%
Hotchkis & Wiley Capital Management
11
Hotchkis & Wiley Capital Management
California
$9.18M +$588K +26,990 +7%
LFG
12
Larson Financial Group
Missouri
$8.89M
Wells Fargo
13
Wells Fargo
California
$7.66M -$120K -5,488 -2%
OFG
14
Oxford Financial Group
Indiana
$7.56M +$27.3K +1,251 +0.4%
PRCP
15
Pacific Ridge Capital Partners
Oregon
$7.37M -$315K -14,469 -4%
SC
16
Sapient Capital
Indiana
$7.15M
Assenagon Asset Management
17
Assenagon Asset Management
Luxembourg
$6.01M +$2.67M +122,336 +81%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$5.66M -$107K -4,898 -2%
Charles Schwab
19
Charles Schwab
California
$5.57M -$291K -13,330 -5%
AQR Capital Management
20
AQR Capital Management
Connecticut
$5.18M +$2.05M +93,831 +66%
Northern Trust
21
Northern Trust
Illinois
$5.17M -$149K -6,851 -3%
KCM
22
Kennedy Capital Management
Missouri
$4.91M -$341K -15,655 -7%
FP
23
Foundry Partners
Minnesota
$4.77M +$430K +19,730 +10%
DSC
24
Donald Smith & Co
New York
$4.56M +$1.82M +83,317 +67%
American Century Companies
25
American Century Companies
Missouri
$4.36M +$1.23M +56,468 +40%

KE Hedge Fund Activity: Q2 2024 in Review

148 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Kimball Electronics (KE) for Q2 2024, worth a combined $422M — up 2.9% from $410M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new KE positions and 12 closed out — a net gain of 7 holders — while 59 added to existing stakes and 44 trimmed.

The largest buyer was Bank of America, adding an estimated $2.72M. The largest seller was First Eagle Investment Management, exiting entirely with an estimated $4.1M sold.

  • 148 institutional investors held Kimball Electronics (KE) as of Q2 2024, up from 143 in Q1 2024.
  • Funds reported $422M of Kimball Electronics stock for Q2 2024, up 2.9% quarter-over-quarter.
  • 19 funds opened new Kimball Electronics positions in Q2 2024 and 12 closed out, a net change of +7 holders.
  • The largest Kimball Electronics buyer in Q2 2024 was Bank of America, an estimated $2.72M added.
  • The largest Kimball Electronics seller in Q2 2024 was First Eagle Investment Management, an estimated $4.1M sold.

Based on aggregated 13F filings for Q2 2024.