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126 hedge funds and large institutions have $378M invested in Kadant in 2014 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 34 increasing their positions, 54 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

3% more funds holding

Funds holding: 122126 (+4)

4% more capital invested

Capital invested by funds: $364M → $378M (+$14M)

1.88% less ownership

Funds ownership: 89.95%88.07% (-1.9%)

37% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 54

Holders
126
Holders Change
+4
Holders Change %
+3.28%
% of All Funds
3.62%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.06%
New
13
Increased
34
Reduced
54
Closed
9
Calls
$4K
Puts
Net Calls
+$4K
Net Calls Change
+$4K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$3.19M +$590K +15,927 +24%
SCP
27
Seizert Capital Partners
Michigan
$3.14M +$1.92M +51,756 +173%
PFC
28
Phocas Financial Corp
California
$3.1M +$412K +11,136 +16%
Invesco
29
Invesco
Georgia
$2.71M +$471K +12,734 +22%
OCG
30
Opus Capital Group
Ohio
$2.65M +$2.55M +68,831 New
AG
31
Algert Global
California
$2.51M -$321K -8,665 -12%
CYG
32
Clean Yield Group
Vermont
$2.26M +$139K +3,765 +7%
PI
33
Putnam Investments
Massachusetts
$1.94M +$4.52K +122 +0.2%
TCIM
34
TIAA CREF Investment Management
New York
$1.93M -$33.7K -909 -2%
Charles Schwab
35
Charles Schwab
California
$1.93M -$7.7K -208 -0.4%
PPA
36
Parametric Portfolio Associates
Washington
$1.76M -$44.1K -1,192 -3%
LMGAM
37
Liberty Mutual Group Asset Management
Massachusetts
$1.74M +$79.3K +2,143 +5%
Prudential Financial
38
Prudential Financial
New Jersey
$1.6M -$335K -9,061 -18%
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$1.56M -$96.6K -2,609 -6%
MFIMFI
40
Mesirow Financial Investment Management - Fixed Income
Illinois
$1.52M +$1.46M +39,522 New
Goldman Sachs
41
Goldman Sachs
New York
$1.49M -$220K -5,947 -13%
California Public Employees Retirement System
42
California Public Employees Retirement System
California
$1.39M -$100K -2,700 -7%
BIM
43
BlackRock Investment Management
Delaware
$1.39M -$77.1K -2,082 -5%
RFC
44
Russell Frank Company
Washington
$1.32M +$73.3K +1,979 +6%
MAM
45
Martingale Asset Management
Massachusetts
$1.32M +$14.8K +400 +1%
DCM
46
Dupont Capital Management
Delaware
$1.31M
OCM
47
Olstein Capital Management
New York
$1.27M +$1.22M +33,000 New
Ohio Public Employees Retirement System (OPERS)
48
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.26M +$1.21M +32,800 New
PCMI
49
Paradigm Capital Management Inc
New York
$1.23M
DL
50
Delta Lloyd
Netherlands
$1.15M +$296K +8,000 +36%

KAI Hedge Fund Activity: Q2 2014 in Review

126 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Kadant (KAI) for Q2 2014, worth a combined $378M — up 3.8% from $364M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new KAI positions and 9 closed out — a net gain of 4 holders — while 34 added to existing stakes and 54 trimmed.

The largest buyer was ZPR Investment Management, opening a new position worth an estimated $3.43M. The largest seller was Teachers Advisors, cutting an estimated $3.77M.

  • 126 institutional investors held Kadant (KAI) as of Q2 2014, up from 122 in Q1 2014.
  • Funds reported $378M of Kadant stock for Q2 2014, up 3.8% quarter-over-quarter.
  • 13 funds opened new Kadant positions in Q2 2014 and 9 closed out, a net change of +4 holders.
  • The largest Kadant buyer in Q2 2014 was ZPR Investment Management, an estimated $3.43M added.
  • The largest Kadant seller in Q2 2014 was Teachers Advisors, an estimated $3.77M sold.

Based on aggregated 13F filings for Q2 2014.