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Kadant
KAI

122 hedge funds and large institutions have $364M invested in Kadant in 2014 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 44 increasing their positions, 40 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 40

0.12% more ownership

Funds ownership: 89.83% → 89.95% (+0.12%)

3% less funds holding

Funds holding: 126 → 122 (-4)

10% less capital invested

Capital invested by funds: $405M → $364M (-$40.6M)

33% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 12

Holders
122
Holders Change
-4
Holders Change %
-3.17%
% of All Funds
3.52%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
44
Reduced
40
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Brown Advisory
Brown Advisory
Maryland
+$8.13M
2
NI
Numeric Investors
Massachusetts
+$3.04M
3
American Century Companies
American Century Companies
Missouri
+$2.52M
4
William Blair & Company
William Blair & Company
Illinois
+$1.99M
5
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$1.82M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$9.46M
2
EAM
Eagle Asset Management
Florida
-$8.91M
3
SFM
Systematic Financial Management
New Jersey
-$3.17M
4
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
-$2.68M
5
EI
EAM Investors
California
-$1.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
AG
26
Algert Global
California
$2.7M – – –
PFC
27
Phocas Financial Corp
California
$2.54M -$206K -5,446 -7%
Morgan Stanley
28
Morgan Stanley
New York
$2.44M +$277K +7,314 +12%
Deutsche Bank
29
Deutsche Bank
Germany
$2.35M -$1.01M -26,787 -29%
Invesco
30
Invesco
Georgia
$2.11M -$888K -23,443 -29%
TC
31
TFS Capital
Pennsylvania
$2.08M -$382K -10,082 -15%
CYG
32
Clean Yield Group
Vermont
$2M – – –
TCIM
33
TIAA CREF Investment Management
New York
$1.86M – – –
Prudential Financial
34
Prudential Financial
New Jersey
$1.85M +$106K +2,800 +6%
PI
35
Putnam Investments
Massachusetts
$1.84M -$94.9K -2,505 -5%
Charles Schwab
36
Charles Schwab
California
$1.84M +$29.5K +780 +2%
PPA
37
Parametric Portfolio Associates
Washington
$1.71M +$833 +22 +0%
DIA
38
Dean Investment Associates
Ohio
$1.69M +$1.09M +28,910 +166%
Goldman Sachs
39
Goldman Sachs
New York
$1.63M -$300K -7,932 -15%
Acadian Asset Management
40
Acadian Asset Management
Massachusetts
$1.59M +$310K +8,195 +23%
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$1.57M +$3.86K +102 +0.2%
LMGAM
42
Liberty Mutual Group Asset Management
Massachusetts
$1.57M +$305K +8,059 +23%
California Public Employees Retirement System
43
California Public Employees Retirement System
California
$1.4M -$189K -5,000 -11%
BIM
44
BlackRock Investment Management
Delaware
$1.39M +$22.1K +584 +2%
Renaissance Technologies
45
Renaissance Technologies
New York
$1.3M +$705K +18,608 +109%
Arrowstreet Capital
46
Arrowstreet Capital
Massachusetts
$1.29M +$1.34M +35,399 New
DCM
47
Dupont Capital Management
Delaware
$1.25M +$1.29M +34,170 New
MAM
48
Martingale Asset Management
Massachusetts
$1.23M +$178K +4,700 +16%
RFC
49
Russell Frank Company
Washington
$1.18M -$204K -5,397 -14%
PCMI
50
Paradigm Capital Management Inc
New York
$1.17M – – –
1
2
3 4 5

KAI Hedge Fund Activity: Q1 2014 in Review

122 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Kadant (KAI) for Q1 2014, worth a combined $364M — down 10% from $405M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of KAI and 8 opened new positions — a net loss of 4 holders — while 40 trimmed existing stakes and 44 added.

The largest buyer was Brown Advisory, adding an estimated $8.13M. The largest seller was Wells Fargo, cutting an estimated $9.46M.

  • 122 institutional investors held Kadant (KAI) as of Q1 2014, down from 126 in Q4 2013.
  • Funds reported $364M of Kadant stock for Q1 2014, down 10% quarter-over-quarter.
  • 8 funds opened new Kadant positions in Q1 2014 and 12 closed out, a net change of -4 holders.
  • The largest Kadant buyer in Q1 2014 was Brown Advisory, an estimated $8.13M added.
  • The largest Kadant seller in Q1 2014 was Wells Fargo, an estimated $9.46M sold.

Based on aggregated 13F filings for Q1 2014.