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Kadant
KAI

130 hedge funds and large institutions have $833M invested in Kadant in 2020 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 52 increasing their positions, 42 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

24% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 42

1.78% less ownership

Funds ownership: 99.01% → 97.23% (-1.8%)

10% less funds holding

Funds holding: 144 → 130 (-14)

29% less capital invested

Capital invested by funds: $1.17B → $833M (-$342M)

52% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 23

Holders
130
Holders Change
-14
Holders Change %
-9.72%
% of All Funds
2.86%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
11
Increased
52
Reduced
42
Closed
23
Calls
$679K
Puts
–
Net Calls
+$679K
Net Calls Change
+$479K

Top Buyers

Rank Fund Capital Flow
1
Neuberger Berman Group
Neuberger Berman Group
New York
+$6.35M
2
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
+$6.25M
3
WA
Wasatch Advisors
Utah
+$6.17M
4
RA
Royce & Associates
New York
+$4.86M
5
ROC
Running Oak Capital
Minnesota
+$4.39M

Top Sellers

Rank Fund Capital Flow
1
Stifel Financial
Stifel Financial
Missouri
-$9.33M
2
DCM
Driehaus Capital Management
Illinois
-$7.8M
3
CB
Cooke & Bieler
Pennsylvania
-$6.77M
4
PFC
Phocas Financial Corp
California
-$6.55M
5
PAMU
Pictet Asset Management (UK)
United Kingdom
-$5.27M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$4.63M -$201K -2,119 -3%
CIM
27
Confluence Investment Management
Missouri
$4.54M -$51.9K -548 -0.9%
UBS Group
28
UBS Group
Switzerland
$4.48M +$1.77M +18,668 +45%
TCM
29
Tygh Capital Management
Oregon
$4.44M -$254K -2,679 -4%
ROC
30
Running Oak Capital
Minnesota
$4.26M +$4.39M +46,376 +432%
CRC
31
Curi RMB Capital
Illinois
$4M +$1.08M +11,433 +27%
MGWM
32
Marks Group Wealth Management
Minnesota
$3.79M +$3.83M +40,474 +396%
N
33
Nuveen
North Carolina
$3.25M -$809K -8,542 -16%
Millennium Management
34
Millennium Management
New York
$3.1M +$3.94M +41,557 New
Invesco
35
Invesco
Georgia
$2.99M -$2.76M -29,094 -42%
Natixis Advisors
36
Natixis Advisors
Massachusetts
$2.63M -$171K -1,804 -5%
PCMI
37
Paradigm Capital Management Inc
New York
$2.51M – – –
PFC
38
Phocas Financial Corp
California
$2.47M -$6.55M -69,153 -68%
EAM
39
Erste Asset Management
Austria
$2.45M +$644K +6,800 +26%
AllianceBernstein
40
AllianceBernstein
Tennessee
$2.4M – – –
Renaissance Technologies
41
Renaissance Technologies
New York
$2.3M -$1.28M -13,500 -30%
TAM
42
THB Asset Management
Connecticut
$2.17M -$356K -3,756 -11%
PPA
43
Parametric Portfolio Associates
Washington
$2.14M +$55.6K +587 +2%
EIP
44
Epoch Investment Partners
New York
$1.92M +$2.43M +25,695 New
First Trust Advisors
45
First Trust Advisors
Illinois
$1.83M +$542K +5,720 +30%
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$1.82M -$2.2M -23,202 -49%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$1.78M -$223K -2,351 -9%
NIPH
48
NN Investment Partners Holdings
Netherlands
$1.64M +$644K +6,800 +45%
Swiss National Bank
49
Swiss National Bank
Switzerland
$1.64M +$28.4K +300 +1%
SEI Investments
50
SEI Investments
Pennsylvania
$1.35M +$576K +6,083 +51%
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KAI Hedge Fund Activity: Q1 2020 in Review

130 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Kadant (KAI) for Q1 2020, worth a combined $833M — down 29% from $1.17B a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of KAI and 11 opened new positions — a net loss of 12 holders — while 42 trimmed existing stakes and 52 added.

The largest buyer was Neuberger Berman Group, adding an estimated $6.35M. The largest seller was Stifel Financial, cutting an estimated $9.33M.

  • 130 institutional investors held Kadant (KAI) as of Q1 2020, down from 144 in Q4 2019.
  • Funds reported $833M of Kadant stock for Q1 2020, down 29% quarter-over-quarter.
  • 11 funds opened new Kadant positions in Q1 2020 and 23 closed out, a net change of -12 holders.
  • The largest Kadant buyer in Q1 2020 was Neuberger Berman Group, an estimated $6.35M added.
  • The largest Kadant seller in Q1 2020 was Stifel Financial, an estimated $9.33M sold.

Based on aggregated 13F filings for Q1 2020.