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172 hedge funds and large institutions have $1B invested in Kadant in 2017 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 48 increasing their positions, 64 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

63% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 19

43% more call options, than puts

Call options by funds: $1.15M | Put options by funds: $803K

7% more funds holding

Funds holding: 161172 (+11)

4% more capital invested

Capital invested by funds: $968M → $1B (+$36.5M)

0% less ownership

Funds ownership: 90.86%90.86% (-0%)

25% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 64

Holders
172
Holders Change
+11
Holders Change %
+6.83%
% of All Funds
3.9%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
31
Increased
48
Reduced
64
Closed
19
Calls
$1.15M
Puts
$803K
Net Calls
+$342K
Net Calls Change
-$761K
Name Holding Trade Value Shares
Change
Change in
Stake
Thrivent Financial for Lutherans
26
Thrivent Financial for Lutherans
Minnesota
$7.96M -$8.83K -87 -0.1%
KCM
27
Kennedy Capital Management
Missouri
$7.79M +$2.71M +26,738 +53%
Goldman Sachs
28
Goldman Sachs
New York
$7.62M -$2.05M -20,216 -21%
TCIM
29
TIAA CREF Investment Management
New York
$6.95M -$4.24M -41,793 -38%
Deutsche Bank
30
Deutsche Bank
Germany
$6.74M +$4.45M +43,875 +189%
Charles Schwab
31
Charles Schwab
California
$6.57M +$215K +2,123 +3%
Ameriprise
32
Ameriprise
Minnesota
$6.54M -$348K -3,428 -5%
Bank of America
33
Bank of America
North Carolina
$6.21M +$282K +2,777 +5%
PAMU
34
Pictet Asset Management (UK)
United Kingdom
$6.11M +$809K +7,973 +15%
PC
35
Pier Capital
Connecticut
$5.96M -$262K -2,583 -4%
Morgan Stanley
36
Morgan Stanley
New York
$5.72M -$3.17M -31,224 -35%
DCM
37
Driehaus Capital Management
Illinois
$5.49M -$844K -8,315 -13%
NC
38
Northpointe Capital
Michigan
$5.45M -$2M -19,703 -27%
PPA
39
Parametric Portfolio Associates
Washington
$5.09M -$517K -5,096 -9%
Invesco
40
Invesco
Georgia
$4.84M +$598K +5,889 +14%
NIPH
41
NN Investment Partners Holdings
Netherlands
$4.72M
AIS
42
AlphaOne Investment Services
Pennsylvania
$4.52M +$8.83K +87 +0.2%
Allianz Asset Management
43
Allianz Asset Management
Germany
$4.37M -$2.47M -24,328 -36%
CRC
44
Curi RMB Capital
Illinois
$4.25M +$145K +1,426 +3%
AllianceBernstein
45
AllianceBernstein
Tennessee
$4.09M -$448K -4,410 -10%
ZIM
46
Zacks Investment Management
Illinois
$4.09M +$124K +1,219 +3%
CIP
47
Chartwell Investment Partners
Pennsylvania
$3.98M +$4.03M +39,672 New
EI
48
EAM Investors
California
$3.9M -$2.24M -22,095 -36%
SGAM
49
Smith Group Asset Management
Texas
$3.67M -$8.12K -80 -0.2%
AAMU
50
Amundi Asset Management US
Massachusetts
$3.64M +$3.68M +36,279 New

KAI Hedge Fund Activity: Q4 2017 in Review

172 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Kadant (KAI) for Q4 2017, worth a combined $1B — up 3.8% from $968M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new KAI positions and 19 closed out — a net gain of 12 holders — while 48 added to existing stakes and 64 trimmed.

The largest buyer was Royce & Associates, adding an estimated $11.8M. The largest seller was Nationwide Fund Advisors, exiting entirely with an estimated $8.67M sold.

  • 172 institutional investors held Kadant (KAI) as of Q4 2017, up from 161 in Q3 2017.
  • Funds reported $1B of Kadant stock for Q4 2017, up 3.8% quarter-over-quarter.
  • 31 funds opened new Kadant positions in Q4 2017 and 19 closed out, a net change of +12 holders.
  • The largest Kadant buyer in Q4 2017 was Royce & Associates, an estimated $11.8M added.
  • The largest Kadant seller in Q4 2017 was Nationwide Fund Advisors, an estimated $8.67M sold.

Based on aggregated 13F filings for Q4 2017.