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280 hedge funds and large institutions have $4.37B invested in Kadant in 2024 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 87 increasing their positions, 92 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 21

17% more capital invested

Capital invested by funds: $3.72B → $4.37B (+$649M)

9% more funds holding

Funds holding: 257280 (+23)

2.11% more ownership

Funds ownership: 107.82%109.94% (+2.1%)

5% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 92

42% less call options, than puts

Call options by funds: $2.84M | Put options by funds: $4.89M

Holders
280
Holders Change
+23
Holders Change %
+8.95%
% of All Funds
4.02%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
46
Increased
87
Reduced
92
Closed
21
Calls
$2.84M
Puts
$4.89M
Net Calls
-$2.06M
Net Calls Change
-$3.67M
Name Holding Trade Value Shares
Change
Change in
Stake
MA
276
Montag & Associates
Georgia
$928 +$958 +3 New
CWC
277
Carolinas Wealth Consulting
North Carolina
$780 +$958 +3 New
SIC
278
SJS Investment Consulting
Ohio
$676
AssetMark Inc
279
AssetMark Inc
California
$676 +$639 +2 New
CA
280
Claris Advisors
Missouri
$338 +$319 +1 New
AACP
281
Advantage Alpha Capital Partners
California
-$2.39M -8,133 Closed
Teacher Retirement System of Texas
282
Teacher Retirement System of Texas
Texas
-$2.3M -7,825 Closed
Allianz Asset Management
283
Allianz Asset Management
Germany
-$1.44M -4,913 Closed
EP
284
Edgestream Partners
New Jersey
-$1.16M -3,950 Closed
SPS
285
Susquehanna Portfolio Strategies
Pennsylvania
-$682K -2,323 Closed
SW
286
Simplicity Wealth
New Jersey
-$628K -2,138 Closed
FC
287
FORA Capital
Florida
-$432K -1,469 Closed
I
288
InceptionR
California
-$414K -1,408 Closed
AG
289
Algert Global
California
-$347K -1,181 Closed
AA
290
AlphaMark Advisors
Kentucky
-$345K -1,173 Closed
AA
291
ALPS Advisors
Colorado
-$313K -1,067 Closed
BPA
292
Beacon Pointe Advisors
California
-$223K -760 Closed
OQS
293
Occudo Quantitative Strategies
Florida
-$206K -700 Closed
AGWCA
294
Annis Gardner Whiting Capital Advisors
Florida
-$57.9K -197 Closed
C
295
Covestor
United Kingdom
-$33.9K -106 Closed
OWA
296
Opal Wealth Advisors
New York
-$28.8K -98 Closed
EC
297
EntryPoint Capital
New York
-$27.3K -93 Closed
IAIM
298
International Assets Investment Management
Florida
-$5.58K -19 Closed
SC
299
Stephens Consulting
Michigan
-$2.65K -9 Closed
IC
300
Innealta Capital
Texas
-$1.47K -5 Closed

KAI Hedge Fund Activity: Q3 2024 in Review

280 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Kadant (KAI) for Q3 2024, worth a combined $4.37B — up 17% from $3.72B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new KAI positions and 21 closed out — a net gain of 25 holders — while 87 added to existing stakes and 92 trimmed.

The largest buyer was Riverbridge Partners, adding an estimated $29.2M. The largest seller was Wasatch Advisors, cutting an estimated $16.1M.

  • 280 institutional investors held Kadant (KAI) as of Q3 2024, up from 257 in Q2 2024.
  • Funds reported $4.37B of Kadant stock for Q3 2024, up 17% quarter-over-quarter.
  • 46 funds opened new Kadant positions in Q3 2024 and 21 closed out, a net change of +25 holders.
  • The largest Kadant buyer in Q3 2024 was Riverbridge Partners, an estimated $29.2M added.
  • The largest Kadant seller in Q3 2024 was Wasatch Advisors, an estimated $16.1M sold.

Based on aggregated 13F filings for Q3 2024.