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257 hedge funds and large institutions have $3.72B invested in Kadant in 2024 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 103 increasing their positions, 71 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more call options, than puts

Call options by funds: $2.82M | Put options by funds: $1.2M

45% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 71

4.85% more ownership

Funds ownership: 102.98%107.82% (+4.8%)

0% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 39

1% less funds holding

Funds holding: 260257 (-3)

6% less capital invested

Capital invested by funds: $3.96B → $3.72B (-$241M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
257
Holders Change
-3
Holders Change %
-1.15%
% of All Funds
3.71%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
39
Increased
103
Reduced
71
Closed
39
Calls
$2.82M
Puts
$1.2M
Net Calls
+$1.62M
Net Calls Change
+$887K
Name Holding Trade Value Shares
Change
Change in
Stake
AF
226
Allworth Financial
California
$17.4K -$1.71K -6 -10%
CIM
227
Contravisory Investment Management
Massachusetts
$15.6K
KFI
228
Key Financial Inc
Pennsylvania
$15.3K
AAP
229
Arax Advisory Partners
Colorado
$13.8K +$13.4K +47 New
LC
230
Lindbrook Capital
California
$13.5K -$285 -1 -2%
PFBT
231
Parkside Financial Bank & Trust
Missouri
$12.9K
HNB
232
Huntington National Bank
Ohio
$12K +$11.7K +41 New
RA
233
Rise Advisors
New York
$10.9K
SAM
234
Smartleaf Asset Management
Massachusetts
$10.3K +$9.97K +35 New
National Bank of Canada
235
National Bank of Canada
Quebec, Canada
$10.1K +$9.97K +35 New
Carson Wealth (CWM LLC)
236
Carson Wealth (CWM LLC)
Nebraska
$10K +$1.43K +5 +18%
Jones Financial Companies
237
Jones Financial Companies
Missouri
$8.23K +$7.98K +28 New
LI
238
LRI Investments
Florida
$6.09K +$5.42K +19 +950%
BTI
239
Blue Trust Inc
Georgia
$5.91K +$4.84K +17 +1,700%
IAIM
240
International Assets Investment Management
Florida
$5.58K +$5.42K +19 New
GI
241
GAMMA Investing
California
$4.99K +$3.13K +11 +183%
PS
242
Principal Securities
Iowa
$4.7K
Mitsubishi UFJ Asset Management
243
Mitsubishi UFJ Asset Management
Japan
$4.11K
AAG
244
Armstrong Advisory Group
Massachusetts
$3.53K
MG
245
Mather Group
Illinois
$3.28K -$5.13K -18 -64%
FPF
246
First Pacific Financial
Washington
$2.94K +$2.85K +10 New
SC
247
Stephens Consulting
Michigan
$2.65K +$2.56K +9 New
JWA
248
JFS Wealth Advisors
Pennsylvania
$2.06K
MPWT
249
MassMutual Private Wealth & Trust
Connecticut
$1.47K -$285 -1 -17%
IC
250
Innealta Capital
Texas
$1.47K +$1.43K +5 New

KAI Hedge Fund Activity: Q2 2024 in Review

257 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Kadant (KAI) for Q2 2024, worth a combined $3.72B — down 6.1% from $3.96B a quarter earlier.

Fund positioning in KAI was balanced in Q2 2024: 39 funds opened new positions, 39 closed out, 103 added to existing stakes and 71 trimmed.

The largest buyer was Wasatch Advisors, adding an estimated $67.6M. The largest seller was Aberdeen Group, cutting an estimated $13.6M.

  • 257 institutional investors held Kadant (KAI) as of Q2 2024, down from 260 in Q1 2024.
  • Funds reported $3.72B of Kadant stock for Q2 2024, down 6.1% quarter-over-quarter.
  • 39 funds opened new Kadant positions in Q2 2024 and 39 closed out, a net change of 0 holders.
  • The largest Kadant buyer in Q2 2024 was Wasatch Advisors, an estimated $67.6M added.
  • The largest Kadant seller in Q2 2024 was Aberdeen Group, an estimated $13.6M sold.

Based on aggregated 13F filings for Q2 2024.