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Kadant
KAI

161 hedge funds and large institutions have $968M invested in Kadant in 2017 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 49 increasing their positions, 55 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 16

70% more call options, than puts

Call options by funds: $2.68M | Put options by funds: $1.58M

30% more capital invested

Capital invested by funds: $745M → $968M (+$223M)

9% more funds holding

Funds holding: 148 → 161 (+13)

0.87% more ownership

Funds ownership: 89.99% → 90.86% (+0.87%)

11% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 55

Holders
161
Holders Change
+13
Holders Change %
+8.78%
% of All Funds
4.01%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
30
Increased
49
Reduced
55
Closed
16
Calls
$2.68M
Puts
$1.58M
Net Calls
+$1.1M
Net Calls Change
-$348K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$19M
2
CAM
Cortina Asset Management
Wisconsin
+$8.01M
3
Goldman Sachs
Goldman Sachs
New York
+$6.41M
4
PC
Pier Capital
Connecticut
+$5.25M
5
Macquarie Group
Macquarie Group
Australia
+$4.85M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$25.8M
2
RA
Royce & Associates
New York
-$13.6M
3
William Blair Investment Management
William Blair Investment Management
Illinois
-$5.32M
4
Deutsche Bank
Deutsche Bank
Germany
-$4.06M
5
Renaissance Technologies
Renaissance Technologies
New York
-$3.22M
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$8.69M -$1.33M -15,689 -15%
NFA
27
Nationwide Fund Advisors
Ohio
$8.67M +$299K +3,522 +4%
Thrivent Financial for Lutherans
28
Thrivent Financial for Lutherans
Minnesota
$7.83M +$883K +10,410 +15%
NC
29
Northpointe Capital
Michigan
$7.29M +$1.73M +20,441 +38%
Ameriprise
30
Ameriprise
Minnesota
$6.76M -$2.09M -24,597 -26%
Allianz Asset Management
31
Allianz Asset Management
Germany
$6.69M -$256K -3,019 -4%
Charles Schwab
32
Charles Schwab
California
$6.24M +$137K +1,613 +3%
DCM
33
Driehaus Capital Management
Illinois
$6.21M +$2.17M +25,547 +68%
PC
34
Pier Capital
Connecticut
$6.11M +$5.25M +61,952 New
EI
35
EAM Investors
California
$6M +$1.17M +13,743 +29%
Bank of America
36
Bank of America
North Carolina
$5.83M +$1.83M +21,584 +57%
PPA
37
Parametric Portfolio Associates
Washington
$5.5M -$332K -3,909 -7%
Natixis Advisors
38
Natixis Advisors
Massachusetts
$5.21M +$12K +141 +0.3%
PAMU
39
Pictet Asset Management (UK)
United Kingdom
$5.21M +$4.48M +52,874 New
American Century Companies
40
American Century Companies
Missouri
$5.11M +$4.4M +51,865 New
KCM
41
Kennedy Capital Management
Missouri
$5.01M +$387K +4,564 +10%
BIM
42
Bogle Investment Management
Massachusetts
$4.79M +$4.13M +48,639 New
NIPH
43
NN Investment Partners Holdings
Netherlands
$4.63M +$3.99M +47,000 New
AllianceBernstein
44
AllianceBernstein
Tennessee
$4.45M +$2.7M +31,800 +237%
AIS
45
AlphaOne Investment Services
Pennsylvania
$4.43M – – –
Invesco
46
Invesco
Georgia
$4.17M +$560K +6,597 +18%
CRC
47
Curi RMB Capital
Illinois
$4.03M +$691K +8,150 +25%
ZIM
48
Zacks Investment Management
Illinois
$3.9M +$172K +2,024 +5%
SGAM
49
Smith Group Asset Management
Texas
$3.61M +$3.11M +36,640 New
Millennium Management
50
Millennium Management
New York
$3.44M -$1.6M -18,886 -35%
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KAI Hedge Fund Activity: Q3 2017 in Review

161 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Kadant (KAI) for Q3 2017, worth a combined $968M — up 30% from $745M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new KAI positions and 16 closed out — a net gain of 14 holders — while 49 added to existing stakes and 55 trimmed.

The largest buyer was BlackRock, adding an estimated $19M. The largest seller was Wells Fargo, cutting an estimated $25.8M.

  • 161 institutional investors held Kadant (KAI) as of Q3 2017, up from 148 in Q2 2017.
  • Funds reported $968M of Kadant stock for Q3 2017, up 30% quarter-over-quarter.
  • 30 funds opened new Kadant positions in Q3 2017 and 16 closed out, a net change of +14 holders.
  • The largest Kadant buyer in Q3 2017 was BlackRock, an estimated $19M added.
  • The largest Kadant seller in Q3 2017 was Wells Fargo, an estimated $25.8M sold.

Based on aggregated 13F filings for Q3 2017.