KIMBALL INTL INC KBAL
CL B · Common Stock · CUSIP 494274103
120
institutional holders
+5 vs Q3 2022
23.9m
shares reported held*
$155.7mreported value*
11 new
44 added
39 reduced
10 sold out
net sold ≈ $381.3k (-55.2k shares)
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $6.50. Options: 2 managers hold calls ($35.1k notional), 2 hold puts ($44.2k).
Trends to Q4 2022
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 115 |
| Q4 2022 | 120 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
CallsPuts
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2022 | $0 | $1.0k | — |
| Q4 2022 | $35.1k | $44.2k | 1.26 |
Biggest buyers
| MILLENNIUM MANAGEMENT LLC | Added | +292.9k |
| Bank of New York Mellon Corp | Added | +162.9k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Added | +157.4k |
| First Eagle Investment Management, LLC | Added | +98.6k |
| VANGUARD GROUP INC | Added | +76.4k |
| TWO SIGMA INVESTMENTS, LP | Added | +56.8k |
| CITADEL ADVISORS LLC | Added | +56.4k |
| BlackRock Inc. | Added | +53.4k |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | Added | +50.7k |
| MORGAN STANLEY | Added | +50.2k |
Biggest sellers
| DEPRINCE RACE & ZOLLO INC | Reduced | -395.8k |
| Russell Investments Group, Ltd. | Reduced | -354.9k |
| AQR CAPITAL MANAGEMENT LLC | Reduced | -123.8k |
| GOLDMAN SACHS GROUP INC | Reduced | -122.4k |
| Penn Capital Management Company, LLC | Reduced | -70.5k |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | -68.2k |
| BRANDES INVESTMENT PARTNERS, LP | Reduced | -58.9k |
| TUDOR INVESTMENT CORP ET AL | Sold out | -57.4k |
| JACOBS LEVY EQUITY MANAGEMENT, INC | Reduced | -43.7k |
| Valeo Financial Advisors, LLC | Sold out | -31.7k |
Biggest calls
| CITADEL ADVISORS LLC | New | $35.1k5.4k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| CITADEL ADVISORS LLC | New | $44.2k6.8k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Holders, Q4 2022
| Manager | Shares | Change |
|---|---|---|
| BlackRock Inc. 0.00% of their portfolio | 3.6m $23.3m | Added +53.4k |
| VANGUARD GROUP INC 0.00% of their portfolio | 1.9m $12.2m | Added +76.4k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 1.8m $11.8m | Added +28.5k |
| RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio | 1.4m $9.1m | Reduced -68.2k |
| DEPRINCE RACE & ZOLLO INC 0.20% of their portfolio | 1.4m $8.8m | Reduced -395.8k |
| EVR Research LP 2.20% of their portfolio | 1.1m $7.1m | Added +18.0k |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 913.9k $5.9m | Reduced -354.9k |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.02% of their portfolio | 806.4k $5.2m | Added +50.7k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 694.2k $4.5m | Added +3.1k |
| STATE STREET CORP 0.00% of their portfolio | 677.3k $4.5m | Reduced -12.6k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 668.1k $4.3m | Added +157.4k |
| Invesco Ltd. 0.00% of their portfolio | 635.7k $4.1m | Added +40.4k |
| GRACE & WHITE INC /NY 0.75% of their portfolio | 579.8k $3.8m | Added +35.0k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 577.0k $3.8m | Reduced -8.3k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 520.1k $3.4m | Added +162.9k |
| KENNEDY CAPITAL MANAGEMENT LLC 0.09% of their portfolio | 465.4k $3.0m | Reduced -26.4k |
| Foundry Partners, LLC 0.16% of their portfolio | 442.5k $2.9m | Reduced -305 |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 373.8k $2.4m | Added +292.9k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 319.8k $2.1m | Added +2.8k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 312.9k $2.0m | Reduced -122.4k |
| GAMCO INVESTORS, INC. ET AL 0.02% of their portfolio | 264.8k $1.7m | Added +23.7k |
| Bragg Financial Advisors, Inc 0.10% of their portfolio | 260.9k $1.7m | Added +7.1k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.01% of their portfolio | 260.3k $1.7m | Reduced -43.7k |
| First Eagle Investment Management, LLC 0.00% of their portfolio | 257.4k $1.7m | Added +98.6k |
| MORGAN STANLEY 0.00% of their portfolio | 234.3k $1.5m | Added +50.2k |
| Teton Advisors, Inc. 0.39% of their portfolio | 233.0k $1.5m | Reduced -20.0k |
| Penn Capital Management Company, LLC 0.14% of their portfolio | 204.0k $1.3m | Reduced -70.5k |
| TWO SIGMA ADVISERS, LP 0.00% of their portfolio | 152.4k $990.8k | Added +14.3k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 142.5k $926.0k | Added +275 |
| Ancora Advisors LLC 0.03% of their portfolio | 139.9k $909.0k | Added +38.3k |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 133.7k $869.0k | Reduced -22.2k |
| GSA CAPITAL PARTNERS LLP 0.11% of their portfolio | 131.3k $853.0k | Added +19.7k |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 123.4k $802.4k | Added +56.8k |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 121.0k $786.8k | Reduced -3.3k |
| GABELLI FUNDS LLC 0.01% of their portfolio | 117.0k $760.2k | Reduced -1.0k |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 109.3k $710.5k | Unchanged |
| STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio | 95.5k $620.8k | Added +8.0k |
| FMR LLC 0.00% of their portfolio | 94.9k $616.8k | Reduced -3.1k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 78.4k $509.5k | Added +56.4k |
| Cubist Systematic Strategies, LLC 0.00% of their portfolio | 76.1k $494.5k | Added +15.4k |
| ROYCE & ASSOCIATES LP 0.01% of their portfolio | 74.6k $484.9k | Unchanged |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 73.9k $480.5k | Reduced -123.8k |
| Grantham, Mayo, Van Otterloo & Co. LLC 0.00% of their portfolio | 72.4k $470.9k | Reduced -19.2k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 67.0k $435.0k | Added +4.0k |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 60.5k $393.2k | Added +5.1k |
| CORNERCAP INVESTMENT COUNSEL INC 0.07% of their portfolio | 59.6k $387.4k | Unchanged |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 56.1k $364.0k | Added +420 |
| Blue Trust, Inc. 0.01% of their portfolio | 54.1k $340.0k | Added +3.6k |
| Quadrature Capital Ltd 0.01% of their portfolio | 53.3k $345.4k | Added +21.0k |
| Unison Advisors LLC 0.04% of their portfolio | 50.7k $333.9k | Added +527 |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 43.3k $282.0k | Added +10.7k |
| MARSHALL WACE, LLP 0.00% of their portfolio | 41.7k $270.9k | New |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 37.9k $246.5k | Added +10.3k |
| BARCLAYS PLC 0.00% of their portfolio | 37.2k $241.5k | First filing |
| Forvis Mazars Wealth Advisors, LLC 0.01% of their portfolio | 36.2k $235.3k | Unchanged |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 35.3k $229.2k | Added +8.9k |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.00% of their portfolio | 34.5k $224.0k | Reduced -9.2k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.00% of their portfolio | 32.7k $212.8k | Reduced -14.0k |
| Campbell & CO Investment Adviser LLC 0.05% of their portfolio | 32.1k $209.0k | New |
| SEI INVESTMENTS CO 0.00% of their portfolio | 31.6k $205.4k | Unchanged |
| Aldebaran Capital, LLC 0.20% of their portfolio | 30.4k $197.9k | First filing |
| Engineers Gate Manager LP 0.01% of their portfolio | 26.2k $170.5k | Added +4.4k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio | 24.4k $159.0k | Reduced -11.8k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 24.2k $157.4k | Reduced -12 |
| SG Americas Securities, LLC 0.00% of their portfolio | 20.5k $133.0k | Added +3.9k |
| Qube Research & Technologies Ltd 0.00% of their portfolio | 20.3k $132.0k | Added +8.3k |
| OCCUDO QUANTITATIVE STRATEGIES LP 0.01% of their portfolio | 19.7k $128.1k | Reduced -774 |
| Jump Financial, LLC 0.01% of their portfolio | 18.8k $122.2k | Reduced -6.1k |
| Diligent Investors, LLC 0.04% of their portfolio | 18.4k $119.7k | Reduced -300 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 17.5k $113.5k | Reduced -603 |
| AMERICAN INTERNATIONAL GROUP, INC. 0.00% of their portfolio | 17.1k $111.2k | Reduced -63 |
| STRS OHIO 0.00% of their portfolio | 16.8k $109.0k | Unchanged |
| LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio | 16.5k $107.0k | New |
| VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 16.5k $107.5k | Unchanged |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 16.4k $106.7k | Reduced -3.5k |
| Petrus Trust Company, LTA 0.01% of their portfolio | 16.3k $106.2k | New |
| UBS Group AG 0.00% of their portfolio | 15.0k $97.5k | Added +14.7k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 15.0k $97.2k | Added +242 |
| Mirae Asset Global Investments Co., Ltd. 0.00% of their portfolio | 14.7k $95.3k | Unchanged |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 14.4k $93.8k | Added +162 |
| Connor, Clark & Lunn Investment Management Ltd. 0.00% of their portfolio | 14.2k $92.0k | New |
| PRELUDE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 13.5k $87.8k | New |
| MetLife Investment Management, LLC 0.00% of their portfolio | 13.5k $87.5k | Reduced -6.2k |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 0.00% of their portfolio | 13.4k $87.0k | Unchanged |
| Aquatic Capital Management LLC 0.01% of their portfolio | 13.2k $86.0k | New |
| BRANDES INVESTMENT PARTNERS, LP 0.00% of their portfolio | 12.4k $80.4k | Reduced -58.9k |
| CAXTON ASSOCIATES LP 0.01% of their portfolio | 11.9k $77.2k | New |
| Pettinga Financial Advisors LLC 0.02% of their portfolio | 11.5k $74.8k | Added +64 |
| OLD NATIONAL BANCORP /IN/ 0.00% of their portfolio | 11.1k $72.0k | Reduced -11.1k |
| Lakewood Asset Management LLC 0.06% of their portfolio | 10.7k $70.0k | First filing |
| Atom Investors LP 0.03% of their portfolio | 10.5k $68.0k | Reduced -2.9k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 10.4k $67.7k | Reduced -21.4k |
| GERMAN AMERICAN BANCORP, INC. 0.01% of their portfolio | 10.3k $67.2k | Added +200 |
| ACADIAN ASSET MANAGEMENT LLC 0.00% of their portfolio | 10.2k $66.0k | New |
| Schonfeld Strategic Advisors LLC 0.00% of their portfolio | 10.1k $65.7k | Reduced -3.6k |
| Investors Research Corp 0.02% of their portfolio | 9.0k $58.5k | Unchanged |
| US BANCORP \DE\ 0.00% of their portfolio | 8.4k $54.6k | Unchanged |
| Gladius Capital Management LP 0.01% of their portfolio | 6.9k $45.1k | Reduced -5.2k |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 5.1k $33.0k | Reduced -2.5k |
| AMALGAMATED BANK 0.00% of their portfolio | 4.6k $30.0k | Unchanged |