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144 hedge funds and large institutions have $1.17B invested in Kadant in 2019 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 50 increasing their positions, 42 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more capital invested

Capital invested by funds: $944M → $1.17B (+$230M)

19% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 42

3.49% more ownership

Funds ownership: 95.52%99.01% (+3.5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less funds holding

Funds holding: 148144 (-4)

18% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 22

Holders
144
Holders Change
-4
Holders Change %
-2.7%
% of All Funds
2.84%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
50
Reduced
42
Closed
22
Calls
$200K
Puts
Net Calls
+$200K
Net Calls Change
-$169K
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$7.26M +$141K +1,486 +2%
Bank of America
27
Bank of America
North Carolina
$7.16M +$151K +1,586 +2%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$6.75M -$1.27M -13,341 -17%
JP Morgan Chase
29
JP Morgan Chase
New York
$6.66M -$212K -2,236 -3%
TCM
30
Tygh Capital Management
Oregon
$6.55M +$5.9M +62,161 New
CIM
31
Confluence Investment Management
Missouri
$5.57M +$23.3K +245 +0.4%
N
32
Nuveen
North Carolina
$5.49M -$10.6M -111,845 -68%
TIM
33
Triodos Investment Management
Netherlands
$5.48M +$190K +2,000 +4%
California Public Employees Retirement System
34
California Public Employees Retirement System
California
$5.02M +$2.25M +23,689 +99%
Renaissance Technologies
35
Renaissance Technologies
New York
$4.67M -$1.23M -13,000 -23%
CRC
36
Curi RMB Capital
Illinois
$4.44M -$199K -2,092 -5%
UBS Group
37
UBS Group
Switzerland
$4.36M +$388K +4,083 +11%
Natixis Advisors
38
Natixis Advisors
Massachusetts
$3.9M -$82.3K -867 -2%
PCMI
39
Paradigm Capital Management Inc
New York
$3.54M
TAM
40
THB Asset Management
Connecticut
$3.46M +$811K +8,543 +35%
AllianceBernstein
41
AllianceBernstein
Tennessee
$3.39M -$900K -9,480 -23%
Thrivent Financial for Lutherans
42
Thrivent Financial for Lutherans
Minnesota
$3.36M -$7.75M -81,639 -72%
PPA
43
Parametric Portfolio Associates
Washington
$2.96M +$218K +2,295 +9%
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$2.77M +$16.9K +178 +0.7%
EAM
45
Erste Asset Management
Austria
$2.73M +$807K +8,500 +49%
WG
46
Winton Group
United Kingdom
$2.71M +$784K +8,258 +47%
Swiss National Bank
47
Swiss National Bank
Switzerland
$2.27M +$57K +600 +3%
First Trust Advisors
48
First Trust Advisors
Illinois
$1.98M -$985K -10,377 -36%
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$1.96M -$190K -2,000 -10%
California State Teachers Retirement System (CalSTRS)
50
California State Teachers Retirement System (CalSTRS)
California
$1.77M -$32.2K -339 -2%

KAI Hedge Fund Activity: Q4 2019 in Review

144 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Kadant (KAI) for Q4 2019, worth a combined $1.17B — up 24% from $944M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of KAI and 18 opened new positions — a net loss of 4 holders — while 42 trimmed existing stakes and 50 added.

The largest buyer was Wasatch Advisors, adding an estimated $21.6M. The largest seller was Nuveen, cutting an estimated $10.6M.

  • 144 institutional investors held Kadant (KAI) as of Q4 2019, down from 148 in Q3 2019.
  • Funds reported $1.17B of Kadant stock for Q4 2019, up 24% quarter-over-quarter.
  • 18 funds opened new Kadant positions in Q4 2019 and 22 closed out, a net change of -4 holders.
  • The largest Kadant buyer in Q4 2019 was Wasatch Advisors, an estimated $21.6M added.
  • The largest Kadant seller in Q4 2019 was Nuveen, an estimated $10.6M sold.

Based on aggregated 13F filings for Q4 2019.