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KE

Kimball Electronics

156 hedge funds and large institutions have $351M invested in Kimball Electronics in 2024 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 61 increasing their positions, 47 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 17

30% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 47

5% more funds holding

Funds holding: 148156 (+8)

0.75% less ownership

Funds ownership: 77.19%76.44% (-0.75%)

17% less capital invested

Capital invested by funds: $422M → $351M (-$71M)

42% less call options, than puts

Call options by funds: $39K | Put options by funds: $67K

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
156
Holders Change
+8
Holders Change %
+5.41%
% of All Funds
2.24%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
26
Increased
61
Reduced
47
Closed
17
Calls
$39K
Puts
$67K
Net Calls
-$28K
Net Calls Change
-$23K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$45.6M +$463K +23,144 +0.9%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$36.1M -$1.12M -55,910 -3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$34.3M +$517K +25,825 +1%
Bank of America
4
Bank of America
North Carolina
$21M -$1.41M -70,249 -6%
EARNEST Partners
5
EARNEST Partners
Georgia
$11.6M -$537K -26,833 -4%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$10.7M +$80.9K +4,044 +0.7%
State Street
7
State Street
Massachusetts
$10.5M +$157K +7,864 +1%
LSV Asset Management
8
LSV Asset Management
Illinois
$8.64M -$144K -7,200 -2%
American Century Companies
9
American Century Companies
Missouri
$8.03M +$4.71M +235,161 +118%
LFG
10
Larson Financial Group
Missouri
$7.48M -$6.26K -313 -0.1%
HCM
11
Hodges Capital Management
Texas
$6.39M -$4.01M -200,576 -37%
OFG
12
Oxford Financial Group
Indiana
$6.34M -$25.3K -1,263 -0.4%
Wells Fargo
13
Wells Fargo
California
$6.14M -$331K -16,564 -5%
Millennium Management
14
Millennium Management
New York
$6.06M +$3M +150,043 +85%
SC
15
Sapient Capital
Indiana
$6.02M
PRCP
16
Pacific Ridge Capital Partners
Oregon
$5.78M -$460K -22,981 -7%
Assenagon Asset Management
17
Assenagon Asset Management
Luxembourg
$5.62M +$600K +29,993 +11%
Hotchkis & Wiley Capital Management
18
Hotchkis & Wiley Capital Management
California
$5.55M -$2.36M -117,850 -28%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$4.77M +$100 +5 +0%
GWI
20
Grace & White Inc
New York
$4.75M +$1.43M +71,400 +39%
Northern Trust
21
Northern Trust
Illinois
$4.5M +$156K +7,799 +3%
Charles Schwab
22
Charles Schwab
California
$4.44M -$274K -13,688 -5%
FP
23
Foundry Partners
Minnesota
$4.05M +$42K +2,100 +1%
RA
24
Royce & Associates
New York
$3.92M -$12.7M -633,161 -75%
AQR Capital Management
25
AQR Capital Management
Connecticut
$3.9M -$503K -25,144 -11%

KE Hedge Fund Activity: Q3 2024 in Review

156 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Kimball Electronics (KE) for Q3 2024, worth a combined $351M — down 17% from $422M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new KE positions and 17 closed out — a net gain of 9 holders — while 61 added to existing stakes and 47 trimmed.

The largest buyer was American Century Companies, adding an estimated $4.71M. The largest seller was Royce & Associates, cutting an estimated $12.7M.

  • 156 institutional investors held Kimball Electronics (KE) as of Q3 2024, up from 148 in Q2 2024.
  • Funds reported $351M of Kimball Electronics stock for Q3 2024, down 17% quarter-over-quarter.
  • 26 funds opened new Kimball Electronics positions in Q3 2024 and 17 closed out, a net change of +9 holders.
  • The largest Kimball Electronics buyer in Q3 2024 was American Century Companies, an estimated $4.71M added.
  • The largest Kimball Electronics seller in Q3 2024 was Royce & Associates, an estimated $12.7M sold.

Based on aggregated 13F filings for Q3 2024.