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Kadant
KAI

126 hedge funds and large institutions have $405M invested in Kadant in 2013 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 46 increasing their positions, 41 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 6

19% more capital invested

Capital invested by funds: $341M → $405M (+$63.6M)

12% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 41

8% more funds holding

Funds holding: 117 → 126 (+9)

1.32% less ownership

Funds ownership: 91.15% → 89.83% (-1.3%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $215K

Holders
126
Holders Change
+9
Holders Change %
+7.69%
% of All Funds
3.66%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
46
Reduced
41
Closed
6
Calls
–
Puts
$215K
Net Calls
-$215K
Net Calls Change
-$521K

Top Buyers

Rank Fund Capital Flow
1
Brown Advisory
Brown Advisory
Maryland
+$2.37M
2
EAM
Eagle Asset Management
Florida
+$1.98M
3
NI
Numeric Investors
Massachusetts
+$1.59M
4
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$1.41M
5
BIT
BlackRock Institutional Trust
California
+$1.24M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$8.29M
2
Ameriprise
Ameriprise
Minnesota
-$2.18M
3
American Century Companies
American Century Companies
Missouri
-$1.72M
4
Goldman Sachs
Goldman Sachs
New York
-$1.63M
5
DL
Delta Lloyd
Netherlands
-$1.51M
Name Holding Trade Value Shares
Change 		Change in
Stake
Natixis Advisors
26
Natixis Advisors
Massachusetts
$3.3M +$138K +3,654 +5%
Invesco
27
Invesco
Georgia
$3.29M +$198K +5,272 +7%
SFM
28
Systematic Financial Management
New Jersey
$3.17M -$31.1K -825 -1%
PFC
29
Phocas Financial Corp
California
$3.04M -$32.8K -872 -1%
AG
30
Algert Global
California
$3M -$11.3K -300 -0.4%
TC
31
TFS Capital
Pennsylvania
$2.72M +$530K +14,090 +27%
New York State Common Retirement Fund
32
New York State Common Retirement Fund
New York
$2.68M – – –
Morgan Stanley
33
Morgan Stanley
New York
$2.42M +$175K +4,661 +8%
CYG
34
Clean Yield Group
Vermont
$2.23M -$12.2K -325 -0.6%
PI
35
Putnam Investments
Massachusetts
$2.14M -$34.9K -928 -2%
Goldman Sachs
36
Goldman Sachs
New York
$2.13M -$1.63M -43,211 -45%
TCIM
37
TIAA CREF Investment Management
New York
$2.07M -$129K -3,440 -6%
Charles Schwab
38
Charles Schwab
California
$2.01M +$35.2K +936 +2%
Prudential Financial
39
Prudential Financial
New Jersey
$1.95M +$62.5K +1,660 +4%
NFA
40
Nationwide Fund Advisors
Ohio
$1.93M +$182K +4,841 +11%
PPA
41
Parametric Portfolio Associates
Washington
$1.9M +$19.1K +508 +1%
California Public Employees Retirement System
42
California Public Employees Retirement System
California
$1.8M +$254K +6,761 +18%
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$1.75M -$40.9K -1,087 -2%
BIM
44
BlackRock Investment Management
Delaware
$1.52M -$57.1K -1,517 -4%
Acadian Asset Management
45
Acadian Asset Management
Massachusetts
$1.43M -$191K -5,083 -13%
LMGAM
46
Liberty Mutual Group Asset Management
Massachusetts
$1.42M +$204K +5,421 +18%
RFC
47
Russell Frank Company
Washington
$1.36M -$230K -6,098 -14%
PCMI
48
Paradigm Capital Management Inc
New York
$1.3M – – –
EI
49
EAM Investors
California
$1.3M +$1.2M +31,983 New
MAM
50
Martingale Asset Management
Massachusetts
$1.18M +$45.1K +1,198 +4%
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KAI Hedge Fund Activity: Q4 2013 in Review

126 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Kadant (KAI) for Q4 2013, worth a combined $405M — up 19% from $341M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new KAI positions and 6 closed out — a net gain of 9 holders — while 46 added to existing stakes and 41 trimmed.

The largest buyer was Brown Advisory, adding an estimated $2.37M. The largest seller was Wells Fargo, cutting an estimated $8.29M.

  • 126 institutional investors held Kadant (KAI) as of Q4 2013, up from 117 in Q3 2013.
  • Funds reported $405M of Kadant stock for Q4 2013, up 19% quarter-over-quarter.
  • 15 funds opened new Kadant positions in Q4 2013 and 6 closed out, a net change of +9 holders.
  • The largest Kadant buyer in Q4 2013 was Brown Advisory, an estimated $2.37M added.
  • The largest Kadant seller in Q4 2013 was Wells Fargo, an estimated $8.29M sold.

Based on aggregated 13F filings for Q4 2013.