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167 hedge funds and large institutions have $949M invested in Kadant in 2018 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 50 increasing their positions, 59 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.86% less ownership

Funds ownership: 91.99%91.13% (-0.86%)

1% less capital invested

Capital invested by funds: $959M → $949M (-$9.87M)

5% less funds holding

Funds holding: 176167 (-9)

14% less call options, than puts

Call options by funds: $432K | Put options by funds: $500K

15% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 59

43% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 21

Holders
167
Holders Change
-9
Holders Change %
-5.11%
% of All Funds
3.82%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
50
Reduced
59
Closed
21
Calls
$432K
Puts
$500K
Net Calls
-$68K
Net Calls Change
-$682K
Name Holding Trade Value Shares
Change
Change in
Stake
KCM
26
Kennedy Capital Management
Missouri
$9.43M +$1.05M +10,929 +13%
William Blair Investment Management
27
William Blair Investment Management
Illinois
$9.25M -$4.15M -43,216 -31%
PAMU
28
Pictet Asset Management (UK)
United Kingdom
$8.89M +$485K +5,050 +6%
Morgan Stanley
29
Morgan Stanley
New York
$8.01M +$3.2M +33,308 +67%
Deutsche Bank
30
Deutsche Bank
Germany
$7.76M +$1.82M +18,902 +31%
DCM
31
Driehaus Capital Management
Illinois
$7.47M +$359K +3,738 +5%
AQR Capital Management
32
AQR Capital Management
Connecticut
$6.68M -$133K -1,382 -2%
Thrivent Financial for Lutherans
33
Thrivent Financial for Lutherans
Minnesota
$5.91M +$37.3K +388 +0.6%
Charles Schwab
34
Charles Schwab
California
$5.82M +$530K +5,517 +10%
Bank of America
35
Bank of America
North Carolina
$5.77M -$106K -1,107 -2%
Millennium Management
36
Millennium Management
New York
$5.71M -$1.65M -17,214 -22%
Natixis Advisors
37
Natixis Advisors
Massachusetts
$5.08M +$324K +3,367 +7%
TIM
38
Triodos Investment Management
Netherlands
$4.81M +$4.81M +50,000 New
NC
39
Northpointe Capital
Michigan
$4.74M -$1.46M -15,161 -24%
AAMU
40
Amundi Asset Management US
Massachusetts
$3.99M +$269K +2,799 +7%
Ameriprise
41
Ameriprise
Minnesota
$3.99M -$1.16M -12,119 -23%
AIS
42
AlphaOne Investment Services
Pennsylvania
$3.95M -$287K -2,990 -7%
Allianz Asset Management
43
Allianz Asset Management
Germany
$3.92M -$58K -604 -1%
PPA
44
Parametric Portfolio Associates
Washington
$3.8M -$972K -10,118 -20%
ZIM
45
Zacks Investment Management
Illinois
$3.75M -$34.7K -361 -0.9%
CIP
46
Chartwell Investment Partners
Pennsylvania
$3.42M -$1.32M -13,728 -28%
Invesco
47
Invesco
Georgia
$3.23M -$1.14M -11,907 -26%
New York State Common Retirement Fund
48
New York State Common Retirement Fund
New York
$3.18M +$134K +1,392 +4%
UBS Group
49
UBS Group
Switzerland
$3.1M -$296K -3,083 -9%
AllianceBernstein
50
AllianceBernstein
Tennessee
$2.85M +$90.3K +940 +3%

KAI Hedge Fund Activity: Q2 2018 in Review

167 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Kadant (KAI) for Q2 2018, worth a combined $949M — down 1% from $959M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of KAI and 12 opened new positions — a net loss of 9 holders — while 59 trimmed existing stakes and 50 added.

The largest buyer was Wasatch Advisors, adding an estimated $14.5M. The largest seller was Dimensional Fund Advisors, cutting an estimated $10.7M.

  • 167 institutional investors held Kadant (KAI) as of Q2 2018, down from 176 in Q1 2018.
  • Funds reported $949M of Kadant stock for Q2 2018, down 1% quarter-over-quarter.
  • 12 funds opened new Kadant positions in Q2 2018 and 21 closed out, a net change of -9 holders.
  • The largest Kadant buyer in Q2 2018 was Wasatch Advisors, an estimated $14.5M added.
  • The largest Kadant seller in Q2 2018 was Dimensional Fund Advisors, an estimated $10.7M sold.

Based on aggregated 13F filings for Q2 2018.