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136 hedge funds and large institutions have $387M invested in Kadant in 2015 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 46 increasing their positions, 52 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $377M → $387M (+$10.4M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.11% less ownership

Funds ownership: 88.65%88.55% (-0.11%)

1% less funds holding

Funds holding: 137136 (-1)

5% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 19

12% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 52

Holders
136
Holders Change
-1
Holders Change %
-0.73%
% of All Funds
3.57%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
18
Increased
46
Reduced
52
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$3M -$63.9K -1,552 -2%
AIS
27
AlphaOne Investment Services
Pennsylvania
$3M +$345K +8,372 +13%
TCIM
28
TIAA CREF Investment Management
New York
$2.83M -$55.4K -1,345 -2%
NFA
29
Nationwide Fund Advisors
Ohio
$2.67M +$64.8K +1,574 +2%
Allianz Asset Management
30
Allianz Asset Management
Germany
$2.59M +$1.48K +36 +0.1%
CYG
31
Clean Yield Group
Vermont
$2.43M +$36.6K +889 +1%
Invesco
32
Invesco
Georgia
$2.4M +$71.4K +1,733 +3%
SGAM
33
Smith Group Asset Management
Texas
$2.36M -$342K -8,294 -12%
Millennium Management
34
Millennium Management
New York
$2.31M -$203K -4,939 -8%
PPA
35
Parametric Portfolio Associates
Washington
$2.25M +$44.6K +1,083 +2%
Charles Schwab
36
Charles Schwab
California
$2.16M -$216K -5,247 -9%
PI
37
Putnam Investments
Massachusetts
$1.99M -$30.2K -732 -1%
Natixis Advisors
38
Natixis Advisors
Massachusetts
$1.94M -$38.4K -932 -2%
Two Sigma Investments
39
Two Sigma Investments
New York
$1.86M -$23K -559 -1%
DIA
40
Dean Investment Associates
Ohio
$1.83M +$1.86M +45,075 New
BIM
41
BlackRock Investment Management
Delaware
$1.71M +$15K +364 +0.9%
Two Sigma Advisers
42
Two Sigma Advisers
New York
$1.71M -$103K -2,509 -6%
Schroder Investment Management Group
43
Schroder Investment Management Group
United Kingdom
$1.66M +$1.68M +40,800 New
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$1.5M +$754K +18,306 +98%
SFM
45
Systematic Financial Management
New Jersey
$1.47M -$418K -10,135 -22%
PCM
46
Perritt Capital Management
Illinois
$1.42M +$1.44M +35,000 New
GCP
47
GSA Capital Partners
United Kingdom
$1.42M -$150K -3,642 -9%
Morgan Stanley
48
Morgan Stanley
New York
$1.4M -$1.02M -24,816 -42%
Bank of America
49
Bank of America
North Carolina
$1.4M +$1.11M +26,921 +356%
CFA
50
Camarda Financial Advisors
Florida
$1.32M +$146K +3,532 +12%

KAI Hedge Fund Activity: Q4 2015 in Review

136 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Kadant (KAI) for Q4 2015, worth a combined $387M — up 2.8% from $377M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of KAI and 18 opened new positions — a net loss of 1 holder — while 52 trimmed existing stakes and 46 added.

The largest buyer was Wells Fargo, adding an estimated $2.79M. The largest seller was WCM Investment Management, exiting entirely with an estimated $7.03M sold.

  • 136 institutional investors held Kadant (KAI) as of Q4 2015, down from 137 in Q3 2015.
  • Funds reported $387M of Kadant stock for Q4 2015, up 2.8% quarter-over-quarter.
  • 18 funds opened new Kadant positions in Q4 2015 and 19 closed out, a net change of -1 holder.
  • The largest Kadant buyer in Q4 2015 was Wells Fargo, an estimated $2.79M added.
  • The largest Kadant seller in Q4 2015 was WCM Investment Management, an estimated $7.03M sold.

Based on aggregated 13F filings for Q4 2015.