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Kadant
KAI

127 hedge funds and large institutions have $385M invested in Kadant in 2014 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 33 increasing their positions, 45 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

2.15% more ownership

Funds ownership: 88.07% → 90.22% (+2.1%)

2% more capital invested

Capital invested by funds: $378M → $385M (+$6.32M)

1% more funds holding

Funds holding: 126 → 127 (+1)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

27% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 45

Holders
127
Holders Change
+1
Holders Change %
+0.79%
% of All Funds
3.68%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
10
Increased
33
Reduced
45
Closed
9
Calls
$4K
Puts
–
Net Calls
+$4K
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PSC
Prentiss Smith & Co
Vermont
+$5.69M
2
WCM Investment Management
WCM Investment Management
California
+$5.52M
3
Brown Advisory
Brown Advisory
Maryland
+$2.84M
4
OCG
Opus Capital Group
Ohio
+$2.68M
5
Allianz Asset Management
Allianz Asset Management
Germany
+$2.37M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$4.72M
2
NI
Numeric Investors
Massachusetts
-$3.62M
3
Natixis Advisors
Natixis Advisors
Massachusetts
-$2.02M
4
NFA
Nationwide Fund Advisors
Ohio
-$1.6M
5
American Century Companies
American Century Companies
Missouri
-$1.33M
Name Holding Trade Value Shares
Change 		Change in
Stake
PFC
26
Phocas Financial Corp
California
$3.25M +$95.7K +2,435 +3%
PAM
27
Panagora Asset Management
Massachusetts
$3.02M -$1.18M -30,082 -28%
PPA
28
Parametric Portfolio Associates
Washington
$2.76M +$981K +24,969 +55%
CYG
29
Clean Yield Group
Vermont
$2.62M +$332K +8,441 +14%
Invesco
30
Invesco
Georgia
$2.61M -$145K -3,700 -5%
Allianz Asset Management
31
Allianz Asset Management
Germany
$2.39M +$2.37M +60,420 +8,522%
Morgan Stanley
32
Morgan Stanley
New York
$2.21M -$1.04M -26,458 -32%
PI
33
Putnam Investments
Massachusetts
$2M +$30.5K +776 +2%
Natixis Advisors
34
Natixis Advisors
Massachusetts
$1.95M -$2.02M -51,505 -51%
TCIM
35
TIAA CREF Investment Management
New York
$1.93M -$36.2K -921 -2%
Charles Schwab
36
Charles Schwab
California
$1.87M -$85.6K -2,179 -4%
NFA
37
Nationwide Fund Advisors
Ohio
$1.8M -$1.6M -40,845 -47%
LMGAM
38
Liberty Mutual Group Asset Management
Massachusetts
$1.76M – – –
AG
39
Algert Global
California
$1.72M -$835K -21,255 -33%
Prudential Financial
40
Prudential Financial
New Jersey
$1.57M -$56.5K -1,439 -3%
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$1.56M -$19.4K -495 -1%
MFIMFI
42
Mesirow Financial Investment Management - Fixed Income
Illinois
$1.54M – – –
BIM
43
BlackRock Investment Management
Delaware
$1.43M +$18.7K +477 +1%
California Public Employees Retirement System
44
California Public Employees Retirement System
California
$1.42M – – –
MAM
45
Martingale Asset Management
Massachusetts
$1.34M – – –
DCM
46
Dupont Capital Management
Delaware
$1.33M – – –
Goldman Sachs
47
Goldman Sachs
New York
$1.29M -$223K -5,680 -15%
OCM
48
Olstein Capital Management
New York
$1.29M – – –
Ohio Public Employees Retirement System (OPERS)
49
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.28M – – –
PCMI
50
Paradigm Capital Management Inc
New York
$1.25M – – –
1
2
3 4 5

KAI Hedge Fund Activity: Q3 2014 in Review

127 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Kadant (KAI) for Q3 2014, worth a combined $385M — up 1.7% from $378M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new KAI positions and 9 closed out — a net gain of 1 holder — while 33 added to existing stakes and 45 trimmed.

The largest buyer was Prentiss Smith & Co, adding an estimated $5.69M. The largest seller was Wells Fargo, cutting an estimated $4.72M.

  • 127 institutional investors held Kadant (KAI) as of Q3 2014, up from 126 in Q2 2014.
  • Funds reported $385M of Kadant stock for Q3 2014, up 1.7% quarter-over-quarter.
  • 10 funds opened new Kadant positions in Q3 2014 and 9 closed out, a net change of +1 holder.
  • The largest Kadant buyer in Q3 2014 was Prentiss Smith & Co, an estimated $5.69M added.
  • The largest Kadant seller in Q3 2014 was Wells Fargo, an estimated $4.72M sold.

Based on aggregated 13F filings for Q3 2014.