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Kadant
KAI

141 hedge funds and large institutions have $511M invested in Kadant in 2016 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 49 increasing their positions, 53 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% less capital invested

Capital invested by funds: $515M → $511M (-$4.46M)

8% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 53

1.6% less ownership

Funds ownership: 92.14% → 90.54% (-1.6%)

4% less funds holding

Funds holding: 147 → 141 (-6)

38% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 16

74% less call options, than puts

Call options by funds: $251K | Put options by funds: $979K

Holders
141
Holders Change
-6
Holders Change %
-4.08%
% of All Funds
3.76%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
49
Reduced
53
Closed
16
Calls
$251K
Puts
$979K
Net Calls
-$728K
Net Calls Change
-$1.29M

Top Buyers

Rank Fund Capital Flow
1
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
+$14.9M
2
Goldman Sachs
Goldman Sachs
New York
+$3.39M
3
Morgan Stanley
Morgan Stanley
New York
+$2.06M
4
Wells Fargo
Wells Fargo
California
+$2M
5
OCG
Opus Capital Group
Ohio
+$1.82M

Top Sellers

Rank Fund Capital Flow
1
Macquarie Group
Macquarie Group
Australia
-$22.1M
2
RA
Royce & Associates
New York
-$3.77M
3
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$2.95M
4
PI
Putnam Investments
Massachusetts
-$2.28M
5
LSV Asset Management
LSV Asset Management
Illinois
-$1.98M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$3.68M +$18.9K +355 +0.5%
PPA
27
Parametric Portfolio Associates
Washington
$3.5M -$13.6K -255 -0.4%
Morgan Stanley
28
Morgan Stanley
New York
$3.39M +$2.06M +38,537 +145%
HI
29
Handelsinvest Investeringsforvaltning
Denmark
$3.37M +$480K +9,000 +16%
Allianz Asset Management
30
Allianz Asset Management
Germany
$3.27M -$48.5K -909 -1%
SI
31
Sensato Investors
California
$3.19M -$1.09M -20,352 -25%
NC
32
Northpointe Capital
Michigan
$3.12M +$55.5K +1,040 +2%
Invesco
33
Invesco
Georgia
$3.01M +$1.05M +19,673 +52%
AllianceBernstein
34
AllianceBernstein
Tennessee
$2.96M +$1.26M +23,610 +71%
Charles Schwab
35
Charles Schwab
California
$2.9M +$79.8K +1,496 +3%
PAM
36
Panagora Asset Management
Massachusetts
$2.73M -$625K -11,707 -18%
Natixis Advisors
37
Natixis Advisors
Massachusetts
$2.71M -$191K -3,575 -6%
CYG
38
Clean Yield Group
Vermont
$2.71M -$361K -6,767 -12%
DIA
39
Dean Investment Associates
Ohio
$2.51M +$47.5K +890 +2%
Two Sigma Advisers
40
Two Sigma Advisers
New York
$2.46M -$117K -2,200 -4%
Renaissance Technologies
41
Renaissance Technologies
New York
$2.43M -$1.73M -32,500 -41%
UBS Group
42
UBS Group
Switzerland
$2.42M +$499K +9,351 +25%
Two Sigma Investments
43
Two Sigma Investments
New York
$2.4M -$79.4K -1,489 -3%
BIM
44
BlackRock Investment Management
Delaware
$2.36M -$6.99K -131 -0.3%
SGAM
45
Smith Group Asset Management
Texas
$2.19M -$263K -4,930 -11%
AIS
46
AlphaOne Investment Services
Pennsylvania
$2.15M -$503K -9,421 -19%
DL
47
Delta Lloyd
Netherlands
$2.08M +$395K +7,400 +23%
NI
48
Numeric Investors
Massachusetts
$2M -$101K -1,902 -5%
PCM
49
Perritt Capital Management
Illinois
$1.88M -$267K -5,000 -12%
GCP
50
GSA Capital Partners
United Kingdom
$1.83M +$691K +12,947 +58%
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KAI Hedge Fund Activity: Q3 2016 in Review

141 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Kadant (KAI) for Q3 2016, worth a combined $511M — down 0.87% from $515M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of KAI and 10 opened new positions — a net loss of 6 holders — while 53 trimmed existing stakes and 49 added.

The largest buyer was Handelsbanken Fonder, opening a new position worth an estimated $14.9M. The largest seller was Macquarie Group, cutting an estimated $22.1M.

  • 141 institutional investors held Kadant (KAI) as of Q3 2016, down from 147 in Q2 2016.
  • Funds reported $511M of Kadant stock for Q3 2016, down 0.87% quarter-over-quarter.
  • 10 funds opened new Kadant positions in Q3 2016 and 16 closed out, a net change of -6 holders.
  • The largest Kadant buyer in Q3 2016 was Handelsbanken Fonder, an estimated $14.9M added.
  • The largest Kadant seller in Q3 2016 was Macquarie Group, an estimated $22.1M sold.

Based on aggregated 13F filings for Q3 2016.