Kadant
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.
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: 237 → 260 (+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: 1 → 1 (0)
35% less repeat investments, than reductions
Existing positions increased: 70 | Existing positions reduced: 108
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$92.4M |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$85.5M |
| 3 |
Norges Bank
Oslo,
Norway
|
+$32.2M |
| 4 |
BlackRock
New York
|
+$10.5M |
| 5 |
Citigroup
New York
|
+$9.71M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$30.7M |
| 2 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$23.6M |
| 3 |
RA
Royce & Associates
New York
|
-$19.3M |
| 4 |
Pictet Asset Management
Carouge,
Switzerland
|
-$15.3M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$12.4M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OIA
276
OneDigital Investment Advisors
Overland Park,
Kansas
| – | -$221K | -787 | Closed |
|
|
MOS
277
MGO One Seven
Beachwood,
Ohio
| – | -$207K | -739 | Closed |
|
|
BCV
278
Banque Cantonale Vaudoise
Lausanne,
Switzerland
| – | -$189K | -676 | Closed |
|
|
PMEF
279
Point72 Middle East FZE
Dubai,
United Arab Emirates
| – | -$96.1K | -343 | Closed |
|
280
Fidelity International
Hamilton,
Bermuda
| – | -$55.8K | -199 | Closed |
|
|
ASN
281
Advisory Services Network
Atlanta,
Georgia
| – | -$32.5K | -116 | Closed |
|
|
JFA
282
JNBA Financial Advisors
Bloomington,
Minnesota
| – | -$1.96K | -7 | Closed |
|
|
NFA
283
Northwest Financial Advisors
Herndon,
Virginia
| – | -$841 | -3 | 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.