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151 hedge funds and large institutions have $960M invested in Kadant in 2019 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 41 increasing their positions, 54 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $909M → $960M (+$50.5M)

1.69% more ownership

Funds ownership: 92.98%94.67% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

13% less funds holding

Funds holding: 173151 (-22)

24% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 54

57% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 35

Holders
151
Holders Change
-22
Holders Change %
-12.72%
% of All Funds
3.28%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
41
Reduced
54
Closed
35
Calls
$372K
Puts
Net Calls
+$372K
Net Calls Change
+$355K
Name Holding Trade Value Shares
Change
Change in
Stake
CB
26
Cooke & Bieler
Pennsylvania
$8.72M +$8.63M +96,031 New
Bank of New York Mellon
27
Bank of New York Mellon
New York
$7.02M +$214K +2,378 +3%
Wellington Management Group
28
Wellington Management Group
Massachusetts
$6.76M +$6.69M +74,445 New
Renaissance Technologies
29
Renaissance Technologies
New York
$6.36M -$4.2M -46,700 -40%
Charles Schwab
30
Charles Schwab
California
$5.91M +$130K +1,448 +2%
CIM
31
Confluence Investment Management
Missouri
$5.57M +$30.2K +336 +0.6%
JP Morgan Chase
32
JP Morgan Chase
New York
$5.56M -$2.73M -30,375 -33%
Bank of America
33
Bank of America
North Carolina
$5.51M +$247K +2,747 +5%
MPAM
34
Monarch Partners Asset Management
Massachusetts
$5.17M +$5.11M +56,874 New
TIM
35
Triodos Investment Management
Netherlands
$4.54M
Natixis Advisors
36
Natixis Advisors
Massachusetts
$4.32M -$178K -1,978 -4%
Allianz Asset Management
37
Allianz Asset Management
Germany
$3.86M -$15.6K -174 -0.4%
CRC
38
Curi RMB Capital
Illinois
$3.67M +$139K +1,549 +4%
Invesco
39
Invesco
Georgia
$3.37M -$984K -10,951 -23%
AllianceBernstein
40
AllianceBernstein
Tennessee
$3.28M
PCMI
41
Paradigm Capital Management Inc
New York
$3.05M
UBS Group
42
UBS Group
Switzerland
$2.97M -$1.99M -22,128 -40%
MAP
43
Moody Aldrich Partners
Massachusetts
$2.63M +$993K +11,044 +62%
CCM
44
Cadence Capital Management
Massachusetts
$2.47M -$82K -912 -3%
PPA
45
Parametric Portfolio Associates
Washington
$2.36M -$428K -4,766 -16%
Goldman Sachs
46
Goldman Sachs
New York
$2.11M +$898K +9,990 +75%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$2.09M +$117K +1,298 +6%
Swiss National Bank
48
Swiss National Bank
Switzerland
$1.88M +$44.9K +500 +2%
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$1.88M -$674K -7,497 -27%
First Trust Advisors
50
First Trust Advisors
Illinois
$1.66M -$713K -7,930 -30%

KAI Hedge Fund Activity: Q2 2019 in Review

151 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Kadant (KAI) for Q2 2019, worth a combined $960M — up 5.6% from $909M a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of KAI and 15 opened new positions — a net loss of 20 holders — while 54 trimmed existing stakes and 41 added.

The largest buyer was Brown Brothers Harriman & Co, opening a new position worth an estimated $32.2M. The largest seller was Millennium Management, exiting entirely with an estimated $11.6M sold.

  • 151 institutional investors held Kadant (KAI) as of Q2 2019, down from 173 in Q1 2019.
  • Funds reported $960M of Kadant stock for Q2 2019, up 5.6% quarter-over-quarter.
  • 15 funds opened new Kadant positions in Q2 2019 and 35 closed out, a net change of -20 holders.
  • The largest Kadant buyer in Q2 2019 was Brown Brothers Harriman & Co, an estimated $32.2M added.
  • The largest Kadant seller in Q2 2019 was Millennium Management, an estimated $11.6M sold.

Based on aggregated 13F filings for Q2 2019.