We are live on ! Find out more
KAI icon

Kadant
KAI

147 hedge funds and large institutions have $515M invested in Kadant in 2016 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 41 increasing their positions, 55 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 10

116% more call options, than puts

Call options by funds: $1.05M | Put options by funds: $489K

20% more capital invested

Capital invested by funds: $428M → $515M (+$87.5M)

11% more funds holding

Funds holding: 133 → 147 (+14)

3.1% more ownership

Funds ownership: 89.04% → 92.14% (+3.1%)

25% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 55

Holders
147
Holders Change
+14
Holders Change %
+10.53%
% of All Funds
3.92%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
41
Reduced
55
Closed
10
Calls
$1.05M
Puts
$489K
Net Calls
+$566K
Net Calls Change
+$598K

Top Buyers

Rank Fund Capital Flow
1
Macquarie Group
Macquarie Group
Australia
+$25.4M
2
RA
Royce & Associates
New York
+$16.1M
3
EAM
Eagle Asset Management
Florida
+$5.28M
4
PI
Putnam Investments
Massachusetts
+$3.19M
5
OCG
Opus Capital Group
Ohio
+$2.73M

Top Sellers

Rank Fund Capital Flow
1
RCMC
RK Capital Management (Colorado)
Colorado
-$9.76M
2
Ameriprise
Ameriprise
Minnesota
-$8.91M
3
JP Morgan Chase
JP Morgan Chase
New York
-$5.74M
4
Wells Fargo
Wells Fargo
California
-$2.89M
5
PAM
Panagora Asset Management
Massachusetts
-$2.82M
Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
26
Panagora Asset Management
Massachusetts
$3.31M -$2.82M -58,256 -48%
Allianz Asset Management
27
Allianz Asset Management
Germany
$3.28M -$93.3K -1,929 -3%
TCIM
28
TIAA CREF Investment Management
New York
$3.14M -$309K -6,400 -9%
NC
29
Northpointe Capital
Michigan
$3.03M +$433K +8,961 +18%
CYG
30
Clean Yield Group
Vermont
$3.02M -$168K -3,468 -6%
OCG
31
Opus Capital Group
Ohio
$2.91M +$2.73M +56,468 New
HI
32
Handelsinvest Investeringsforvaltning
Denmark
$2.86M +$933K +19,300 +53%
Natixis Advisors
33
Natixis Advisors
Massachusetts
$2.86M -$61.4K -1,269 -2%
Charles Schwab
34
Charles Schwab
California
$2.79M +$22.3K +462 +0.9%
AIS
35
AlphaOne Investment Services
Pennsylvania
$2.61M -$145K -3,000 -6%
AQR Capital Management
36
AQR Capital Management
Connecticut
$2.54M +$551K +11,394 +30%
Two Sigma Advisers
37
Two Sigma Advisers
New York
$2.54M +$682K +14,100 +40%
Two Sigma Investments
38
Two Sigma Investments
New York
$2.44M +$926K +19,155 +68%
DIA
39
Dean Investment Associates
Ohio
$2.43M +$103K +2,140 +5%
SGAM
40
Smith Group Asset Management
Texas
$2.42M -$536K -11,090 -19%
BIM
41
BlackRock Investment Management
Delaware
$2.34M +$172K +3,556 +8%
PCM
42
Perritt Capital Management
Illinois
$2.11M -$1.09M -22,500 -35%
NI
43
Numeric Investors
Massachusetts
$2.07M +$1.94M +40,202 New
Invesco
44
Invesco
Georgia
$1.96M -$120K -2,484 -6%
UBS Group
45
UBS Group
Switzerland
$1.91M +$182K +3,755 +11%
Goldman Sachs
46
Goldman Sachs
New York
$1.81M -$18.3K -379 -1%
AllianceBernstein
47
AllianceBernstein
Tennessee
$1.71M +$687K +14,210 +75%
DL
48
Delta Lloyd
Netherlands
$1.68M – – –
PCMI
49
Paradigm Capital Management Inc
New York
$1.65M – – –
Ohio Public Employees Retirement System (OPERS)
50
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.56M +$1.47M +30,300 New
1
2
3 4 5

KAI Hedge Fund Activity: Q2 2016 in Review

147 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Kadant (KAI) for Q2 2016, worth a combined $515M — up 20% from $428M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new KAI positions and 10 closed out — a net gain of 14 holders — while 41 added to existing stakes and 55 trimmed.

The largest buyer was Macquarie Group, adding an estimated $25.4M. The largest seller was RK Capital Management (Colorado), exiting entirely with an estimated $9.76M sold.

  • 147 institutional investors held Kadant (KAI) as of Q2 2016, up from 133 in Q1 2016.
  • Funds reported $515M of Kadant stock for Q2 2016, up 20% quarter-over-quarter.
  • 24 funds opened new Kadant positions in Q2 2016 and 10 closed out, a net change of +14 holders.
  • The largest Kadant buyer in Q2 2016 was Macquarie Group, an estimated $25.4M added.
  • The largest Kadant seller in Q2 2016 was RK Capital Management (Colorado), an estimated $9.76M sold.

Based on aggregated 13F filings for Q2 2016.