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260 hedge funds and large institutions have $3.96B invested in Kadant in 2024 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 70 increasing their positions, 108 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 23

26% more call options, than puts

Call options by funds: $3.54M | Put options by funds: $2.81M

19% more capital invested

Capital invested by funds: $3.34B → $3.96B (+$620M)

10% more funds holding

Funds holding: 237260 (+23)

1.26% more ownership

Funds ownership: 101.72%102.98% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

35% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 108

Holders
260
Holders Change
+23
Holders Change %
+9.7%
% of All Funds
3.75%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
47
Increased
70
Reduced
108
Closed
23
Calls
$3.54M
Puts
$2.81M
Net Calls
+$729K
Net Calls Change
-$196K
Name Holding Trade Value Shares
Change
Change in
Stake
HPC
226
HM Payson & Co
Maine
$44.6K +$41K +136 New
Northwestern Mutual Wealth Management
227
Northwestern Mutual Wealth Management
Wisconsin
$41.3K -$63.3K -210 -63%
PPC
228
Park Place Capital
Alabama
$39.7K
S
229
SignatureFD
Georgia
$38.7K +$2.11K +7 +6%
PA
230
Parallel Advisors
California
$38.1K +$3.02K +10 +9%
LWCFA
231
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$36.8K
OIA
232
Optimum Investment Advisors
Illinois
$32.8K
CT
233
Colonial Trust
South Carolina
$32.5K +$29.9K +99 New
BFEC
234
Benjamin F. Edwards & Company
Missouri
$28K +$25.3K +84 New
AF
235
Advisornet Financial
Minnesota
$26.2K -$1.21K -4 -5%
CFB
236
Cullen/Frost Bankers
Texas
$23K
AF
237
Allworth Financial
California
$19.1K +$302 +1 +2%
CIM
238
Contravisory Investment Management
Massachusetts
$17.4K
KFI
239
Key Financial Inc
Pennsylvania
$17.1K
FIM
240
Fernwood Investment Management
Massachusetts
$16.7K +$15.4K +51 New
LC
241
Lindbrook Capital
California
$15.4K +$2.11K +7 +18%
PFBT
242
Parkside Financial Bank & Trust
Missouri
$14.4K
RA
243
Rise Advisors
New York
$12.1K +$11.2K +37 New
Carson Wealth (CWM LLC)
244
Carson Wealth (CWM LLC)
Nebraska
$9K +$1.81K +6 +27%
AWM
245
Avior Wealth Management
Nebraska
$8.86K +$8.14K +27 New
MG
246
Mather Group
Illinois
$7.85K +$8.45K +28 New
QL
247
Quarry LP
New York
$6.23K +$5.73K +19 New
PS
248
Principal Securities
Iowa
$5.25K +$905 +3 +23%
Mitsubishi UFJ Asset Management
249
Mitsubishi UFJ Asset Management
Japan
$4.59K
AAG
250
Armstrong Advisory Group
Massachusetts
$3.36K

KAI Hedge Fund Activity: Q1 2024 in Review

260 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Kadant (KAI) for Q1 2024, worth a combined $3.96B — up 19% from $3.34B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new KAI positions and 23 closed out — a net gain of 24 holders — while 70 added to existing stakes and 108 trimmed.

The largest buyer was Vanguard Group, adding an estimated $92.4M. The largest seller was Wasatch Advisors, cutting an estimated $30.7M.

  • 260 institutional investors held Kadant (KAI) as of Q1 2024, up from 237 in Q4 2023.
  • Funds reported $3.96B of Kadant stock for Q1 2024, up 19% quarter-over-quarter.
  • 47 funds opened new Kadant positions in Q1 2024 and 23 closed out, a net change of +24 holders.
  • The largest Kadant buyer in Q1 2024 was Vanguard Group, an estimated $92.4M added.
  • The largest Kadant seller in Q1 2024 was Wasatch Advisors, an estimated $30.7M sold.

Based on aggregated 13F filings for Q1 2024.