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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
MM
276
MQS Management
New York
-$278K -848 Closed
CWM
277
Congress Wealth Management
Massachusetts
-$273K -833 Closed
Simplex Trading
278
Simplex Trading
Illinois
-$273K -833 Closed
SW
279
SkyOak Wealth
Michigan
-$257K -784 Closed
Capstone Investment Advisors
280
Capstone Investment Advisors
New York
-$241K -736 Closed
DTL
281
Dynamic Technology Lab
Singapore
-$239K -727 Closed
LNC
282
Lincoln National Corp
Pennsylvania
-$226K -690 Closed
OSAM
283
O'Shaughnessy Asset Management
Connecticut
-$221K -673 Closed
Janney Montgomery Scott
284
Janney Montgomery Scott
Pennsylvania
-$209K -638 Closed
Commonwealth Equity Services
285
Commonwealth Equity Services
Massachusetts
-$203K -617 Closed
HR
286
Hardy Reed
Mississippi
-$202K -616 Closed
JFG
287
Jefferies Financial Group
New York
-$202K -616 Closed
PS
288
Portfolio Strategies
New York
-$202K -616 Closed
MLICM
289
Metropolitan Life Insurance Company (MetLife)
New York
-$201K -614 Closed
UFF
290
USA Financial Formulas
Michigan
-$61.7K -188 Closed
HFM
291
Harvest Fund Management
China
-$60K -183 Closed
CT
292
Colonial Trust
South Carolina
-$32.5K -99 Closed
CFB
293
Cullen/Frost Bankers
Texas
-$23K -70 Closed
FIM
294
Fernwood Investment Management
Massachusetts
-$16.7K -51 Closed
AWM
295
Avior Wealth Management
Nebraska
-$8.86K -27 Closed
QL
296
Quarry LP
New York
-$6.23K -19 Closed

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.