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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
JWA
251
JFS Wealth Advisors
Pennsylvania
$2.3K
GI
252
GAMMA Investing
California
$1.97K
MPWT
253
MassMutual Private Wealth & Trust
Connecticut
$1.97K +$302 +1 +20%
BIA
254
Bell Investment Advisors
California
$985
HCP
255
Hexagon Capital Partners
Arkansas
$984 +$905 +3 New
SIC
256
SJS Investment Consulting
Ohio
$657 -$302 -1 -33%
GRP
257
Global Retirement Partners
California
$656
LI
258
LRI Investments
Florida
$656 +$603 +2 New
BTI
259
Blue Trust Inc
Georgia
$328 -$9.65K -32 -97%
RIL
260
Rothschild Investment LLC
Illinois
$328 +$302 +1 New
OMC
261
Old Mission Capital
Illinois
-$1.5M -5,369 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
262
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$1.4M -5,000 Closed
TI
263
Trexquant Investment
Connecticut
-$1.26M -4,490 Closed
Millennium Management
264
Millennium Management
New York
-$1.19M -4,230 Closed
AG
265
Algert Global
California
-$779K -2,780 Closed
CSS
266
Cubist Systematic Strategies
Connecticut
-$715K -2,551 Closed
PFM
267
Premier Fund Managers
United Kingdom
-$597K -2,100 Closed
CWP
268
Curated Wealth Partners
California
-$587K -1,947 Closed
ECM
269
ExodusPoint Capital Management
New York
-$542K -1,932 Closed
NYLIM
270
New York Life Investment Management
New York
-$466K -1,663 Closed
CAPTRUST Financial Advisors
271
CAPTRUST Financial Advisors
North Carolina
-$411K -1,467 Closed
VF
272
Virtu Financial
New York
-$392K -1,398 Closed
CT
273
Coastline Trust
Rhode Island
-$280K -1,000 Closed
AIM
274
Aigen Investment Management
New York
-$241K -860 Closed
Lazard Asset Management
275
Lazard Asset Management
New York
-$240K -858 Closed

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.