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117 hedge funds and large institutions have $341M invested in Kadant in 2013 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 36 increasing their positions, 50 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

457% more call options, than puts

Call options by funds: $373K | Put options by funds: $67K

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

15% more capital invested

Capital invested by funds: $297M → $341M (+$44.2M)

2% more funds holding

Funds holding: 115117 (+2)

0.18% less ownership

Funds ownership: 91.32%91.15% (-0.18%)

28% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 50

Holders
117
Holders Change
+2
Holders Change %
+1.74%
% of All Funds
3.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
36
Reduced
50
Closed
7
Calls
$373K
Puts
$67K
Net Calls
+$306K
Net Calls Change
+$306K
Name Holding Trade Value Shares
Change
Change in
Stake
Macquarie Group
26
Macquarie Group
Australia
$2.63M -$108K -3,290 -4%
Natixis Advisors
27
Natixis Advisors
Massachusetts
$2.62M -$1.01M -30,866 -28%
Invesco
28
Invesco
Georgia
$2.55M -$530K -16,145 -18%
PFC
29
Phocas Financial Corp
California
$2.55M +$2.49M +75,901 New
AG
30
Algert Global
California
$2.5M +$5.58K +170 +0.2%
New York State Common Retirement Fund
31
New York State Common Retirement Fund
New York
$2.23M +$2.17M +66,250 New
NI
32
Numeric Investors
Massachusetts
$2.14M +$269K +8,200 +15%
DL
33
Delta Lloyd
Netherlands
$2.09M
CYG
34
Clean Yield Group
Vermont
$1.85M
Morgan Stanley
35
Morgan Stanley
New York
$1.85M -$458K -13,940 -20%
TCIM
36
TIAA CREF Investment Management
New York
$1.83M -$84.1K -2,563 -4%
PI
37
Putnam Investments
Massachusetts
$1.81M -$195K -5,932 -10%
TC
38
TFS Capital
Pennsylvania
$1.78M +$118K +3,603 +7%
Charles Schwab
39
Charles Schwab
California
$1.63M -$121K -3,699 -7%
PPA
40
Parametric Portfolio Associates
Washington
$1.56M +$32.8K +998 +2%
Prudential Financial
41
Prudential Financial
New Jersey
$1.56M +$118K +3,600 +8%
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$1.48M -$1.15K -35 -0.1%
RFC
43
Russell Frank Company
Washington
$1.48M +$245K +7,466 +20%
NFA
44
Nationwide Fund Advisors
Ohio
$1.43M -$11.5K -349 -0.8%
Acadian Asset Management
45
Acadian Asset Management
Massachusetts
$1.36M +$180K +5,490 +16%
BIM
46
BlackRock Investment Management
Delaware
$1.31M +$4.56K +139 +0.4%
GAM
47
Gotham Asset Management
New York
$1.3M -$319K -9,708 -20%
AQR Capital Management
48
AQR Capital Management
Connecticut
$1.26M -$572K -17,430 -32%
California Public Employees Retirement System
49
California Public Employees Retirement System
California
$1.25M +$135K +4,100 +12%
SCP
50
Seizert Capital Partners
Michigan
$1.08M +$96.8K +2,950 +10%

KAI Hedge Fund Activity: Q3 2013 in Review

117 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Kadant (KAI) for Q3 2013, worth a combined $341M — up 15% from $297M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new KAI positions and 7 closed out — a net gain of 2 holders — while 36 added to existing stakes and 50 trimmed.

The largest buyer was American Century Companies, adding an estimated $3.4M. The largest seller was Loomis, Sayles & Company, cutting an estimated $4.64M.

  • 117 institutional investors held Kadant (KAI) as of Q3 2013, up from 115 in Q2 2013.
  • Funds reported $341M of Kadant stock for Q3 2013, up 15% quarter-over-quarter.
  • 9 funds opened new Kadant positions in Q3 2013 and 7 closed out, a net change of +2 holders.
  • The largest Kadant buyer in Q3 2013 was American Century Companies, an estimated $3.4M added.
  • The largest Kadant seller in Q3 2013 was Loomis, Sayles & Company, an estimated $4.64M sold.

Based on aggregated 13F filings for Q3 2013.