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Kadant
KAI

Overview Fund Activity

290 hedge funds and large institutions have $4.45B invested in Kadant in 2024 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 84 increasing their positions, 113 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
290
Holders Change
+13
Holders Change %
+4.69%
% of All Funds
3.86%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
40
Increased
84
Reduced
113
Closed
21
Calls
$2.24M
Puts
$1.04M
Net Calls
+$1.21M
Net Calls Change
+$3.27M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$420M
2
CCA
2
Conestoga Capital Advisors
Pennsylvania
$38.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$61M
4
UBS Group
4
UBS Group
Switzerland
$43.5M
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$54M

Top Sellers

1
WA
1
Wasatch Advisors
Utah
$366M
2
CIP
2
Champlain Investment Partners
Vermont
$15.9M
3
Neuberger Berman Group
3
Neuberger Berman Group
New York
$258M
4
Brown Advisory
4
Brown Advisory
Maryland
$91.4M
5
Ameriprise
5
Ameriprise
Minnesota
$45.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIM
251
Contravisory Investment Management
Massachusetts
$18.3K – – –
KFI
252
Key Financial Inc
Pennsylvania
$17.9K – – –
CI Investments Inc
253
CI Investments Inc
Ontario, Canada
$17K +$17K +50 New
SAM
254
Smartleaf Asset Management
Massachusetts
$16.6K +$2.77K +8 +20%
AAP
255
Arax Advisory Partners
Colorado
$16.2K – – –
S
256
SignatureFD
Georgia
$14.5K -$23.8K -69 -62%
CIBC Private Wealth Group
257
CIBC Private Wealth Group
Georgia
$13.1K +$13.1K +38 New
RA
258
Rise Advisors
New York
$12.8K – – –
National Bank of Canada
259
National Bank of Canada
Quebec, Canada
$11.4K -$345 -1 -3%
TH
260
TCTC Holdings
Texas
$11K +$11K +32 New
Russell Investments Group
261
Russell Investments Group
United Kingdom
$7.97K – – –
CFGS
262
Concourse Financial Group Securities
Alabama
$7.13K -$2.63K -7 -27%
LI
263
LRI Investments
Florida
$6.03K – – –
RIL
264
Rothschild Investment LLC
Illinois
$5.87K +$1.73K +5 +42%
FA
265
Fedenia Advisers
Wisconsin
$5.87K +$5.87K +17 New
PS
266
Principal Securities
Iowa
$5.52K – – –
Mitsubishi UFJ Asset Management
267
Mitsubishi UFJ Asset Management
Japan
$4.93K – – –
AAG
268
Armstrong Advisory Group
Massachusetts
$4.14K – – –
SCM
269
Sterling Capital Management
North Carolina
$4.14K – – –
MG
270
Mather Group
Illinois
$3.45K – – –
BWL
271
Bogart Wealth LLC
Virginia
$3.45K +$3.45K +10 New
LC
272
Lindbrook Capital
California
$3.11K – – –
JWA
273
JFS Wealth Advisors
Pennsylvania
$2.42K – – –
VCM
274
Versant Capital Management
Arizona
$2.42K +$2.42K +7 New
MPWT
275
MassMutual Private Wealth & Trust
Connecticut
$2.07K +$345 +1 +20%
9 10
11
12 13