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Kadant
KAI

146 hedge funds and large institutions have $516M invested in Kadant in 2015 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 50 increasing their positions, 38 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

475% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 4

162% more call options, than puts

Call options by funds: $2.09M | Put options by funds: $799K

32% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 38

27% more capital invested

Capital invested by funds: $407M → $516M (+$109M)

13% more funds holding

Funds holding: 129 → 146 (+17)

2.79% more ownership

Funds ownership: 87.6% → 90.39% (+2.8%)

Holders
146
Holders Change
+17
Holders Change %
+13.18%
% of All Funds
3.89%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
23
Increased
50
Reduced
38
Closed
4
Calls
$2.09M
Puts
$799K
Net Calls
+$1.29M
Net Calls Change
+$1.41M

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$4.85M
2
EI
EAM Investors
California
+$4.16M
3
TC
TFS Capital
Pennsylvania
+$2.35M
4
Macquarie Group
Macquarie Group
Australia
+$2.13M
5
HighTower Advisors
HighTower Advisors
Illinois
+$1.77M

Top Sellers

Rank Fund Capital Flow
1
PSC
Prentiss Smith & Co
Vermont
-$5.82M
2
American Century Companies
American Century Companies
Missouri
-$5.61M
3
RA
Royce & Associates
New York
-$3.85M
4
LI
LMCG Investments
Massachusetts
-$2.27M
5
SCP
Seizert Capital Partners
Michigan
-$2.09M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIS
26
AlphaOne Investment Services
Pennsylvania
$4.12M +$1.24M +28,000 +56%
PPA
27
Parametric Portfolio Associates
Washington
$3.84M +$96.5K +2,184 +3%
SCP
28
Seizert Capital Partners
Michigan
$3.71M -$2.09M -47,408 -40%
PAM
29
Panagora Asset Management
Massachusetts
$3.63M -$55.3K -1,252 -2%
CYG
30
Clean Yield Group
Vermont
$3.6M +$5.52K +125 +0.2%
Morgan Stanley
31
Morgan Stanley
New York
$3.19M +$368K +8,332 +16%
Prudential Financial
32
Prudential Financial
New Jersey
$3.03M +$1.22M +27,601 +92%
TC
33
TFS Capital
Pennsylvania
$2.8M +$2.35M +53,291 New
Allianz Asset Management
34
Allianz Asset Management
Germany
$2.75M -$340K -7,690 -13%
RFC
35
Russell Frank Company
Washington
$2.71M +$1.42M +32,095 +165%
NFA
36
Nationwide Fund Advisors
Ohio
$2.69M +$297K +6,722 +15%
Charles Schwab
37
Charles Schwab
California
$2.62M +$51.2K +1,160 +2%
Natixis Advisors
38
Natixis Advisors
Massachusetts
$2.56M -$27.1K -613 -1%
PI
39
Putnam Investments
Massachusetts
$2.54M -$75.4K -1,706 -3%
TCIM
40
TIAA CREF Investment Management
New York
$2.4M – – –
LMGAM
41
Liberty Mutual Group Asset Management
Massachusetts
$2.38M – – –
California Public Employees Retirement System
42
California Public Employees Retirement System
California
$2.16M – – –
OCM
43
Olstein Capital Management
New York
$2.1M – – –
HighTower Advisors
44
HighTower Advisors
Illinois
$2.1M +$1.77M +39,967 New
Acadian Asset Management
45
Acadian Asset Management
Massachusetts
$2.08M +$816K +18,469 +88%
Two Sigma Investments
46
Two Sigma Investments
New York
$2.01M +$1.09M +24,719 +184%
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$1.95M -$100K -2,273 -6%
BIM
48
BlackRock Investment Management
Delaware
$1.92M +$8.48K +192 +0.5%
Goldman Sachs
49
Goldman Sachs
New York
$1.84M +$213K +4,812 +16%
Renaissance Technologies
50
Renaissance Technologies
New York
$1.8M +$1.51M +34,200 New
1
2
3 4 5

KAI Hedge Fund Activity: Q1 2015 in Review

146 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Kadant (KAI) for Q1 2015, worth a combined $516M — up 27% from $407M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new KAI positions and 4 closed out — a net gain of 19 holders — while 50 added to existing stakes and 38 trimmed.

The largest buyer was Wells Fargo, adding an estimated $4.85M. The largest seller was Prentiss Smith & Co, cutting an estimated $5.82M.

  • 146 institutional investors held Kadant (KAI) as of Q1 2015, up from 129 in Q4 2014.
  • Funds reported $516M of Kadant stock for Q1 2015, up 27% quarter-over-quarter.
  • 23 funds opened new Kadant positions in Q1 2015 and 4 closed out, a net change of +19 holders.
  • The largest Kadant buyer in Q1 2015 was Wells Fargo, an estimated $4.85M added.
  • The largest Kadant seller in Q1 2015 was Prentiss Smith & Co, an estimated $5.82M sold.

Based on aggregated 13F filings for Q1 2015.