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133 hedge funds and large institutions have $1.09B invested in Kadant in 2020 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 47 increasing their positions, 41 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more capital invested

Capital invested by funds: $833M → $1.09B (+$262M)

15% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 20

15% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 41

2% more funds holding

Funds holding: 130133 (+3)

1.41% less ownership

Funds ownership: 97.23%95.81% (-1.4%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
133
Holders Change
+3
Holders Change %
+2.31%
% of All Funds
2.73%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
23
Increased
47
Reduced
41
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ZCM
26
Ziegler Capital Management
Illinois
$7.45M -$510K -5,729 -7%
UBS AM
27
UBS AM
Illinois
$6.89M -$3.18M -35,760 -34%
BCIM
28
British Columbia Investment Management
British Columbia, Canada
$6.84M +$6.11M +68,600 New
Bank of New York Mellon
29
Bank of New York Mellon
New York
$6.11M -$60.8K -683 -1%
CRC
30
Curi RMB Capital
Illinois
$5.91M +$510K +5,731 +11%
UBS Group
31
UBS Group
Switzerland
$5.88M -$90.6K -1,018 -2%
CIM
32
Confluence Investment Management
Missouri
$5.79M -$240K -2,693 -4%
JP Morgan Chase
33
JP Morgan Chase
New York
$5.6M -$599K -6,726 -11%
TCM
34
Tygh Capital Management
Oregon
$5.35M -$517K -5,809 -10%
PFC
35
Phocas Financial Corp
California
$4.89M +$1.42M +15,915 +48%
N
36
Nuveen
North Carolina
$4.62M +$248K +2,783 +6%
EAM
37
Erste Asset Management
Austria
$3.89M +$659K +7,400 +23%
Invesco
38
Invesco
Georgia
$3.81M -$165K -1,851 -5%
Natixis Advisors
39
Natixis Advisors
Massachusetts
$3.44M -$59.5K -668 -2%
PCMI
40
Paradigm Capital Management Inc
New York
$3.35M
AllianceBernstein
41
AllianceBernstein
Tennessee
$3.31M +$97.1K +1,091 +3%
PPA
42
Parametric Portfolio Associates
Washington
$2.86M -$979 -11 -0%
Renaissance Technologies
43
Renaissance Technologies
New York
$2.6M -$418K -4,700 -15%
California Public Employees Retirement System
44
California Public Employees Retirement System
California
$2.54M +$94.3K +1,059 +4%
Swiss National Bank
45
Swiss National Bank
Switzerland
$2.53M +$312K +3,500 +16%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$2.46M +$67.1K +754 +3%
TAM
47
THB Asset Management
Connecticut
$2.32M -$516K -5,794 -20%
NIPH
48
NN Investment Partners Holdings
Netherlands
$2.19M
SEI Investments
49
SEI Investments
Pennsylvania
$2.19M +$344K +3,861 +21%
Wellington Management Group
50
Wellington Management Group
Massachusetts
$2.07M +$971K +10,900 +111%

KAI Hedge Fund Activity: Q2 2020 in Review

133 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Kadant (KAI) for Q2 2020, worth a combined $1.09B — up 32% from $833M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new KAI positions and 20 closed out — a net gain of 3 holders — while 47 added to existing stakes and 41 trimmed.

The largest buyer was Riverbridge Partners, opening a new position worth an estimated $19.1M. The largest seller was Handelsbanken Fonder, cutting an estimated $29.3M.

  • 133 institutional investors held Kadant (KAI) as of Q2 2020, up from 130 in Q1 2020.
  • Funds reported $1.09B of Kadant stock for Q2 2020, up 32% quarter-over-quarter.
  • 23 funds opened new Kadant positions in Q2 2020 and 20 closed out, a net change of +3 holders.
  • The largest Kadant buyer in Q2 2020 was Riverbridge Partners, an estimated $19.1M added.
  • The largest Kadant seller in Q2 2020 was Handelsbanken Fonder, an estimated $29.3M sold.

Based on aggregated 13F filings for Q2 2020.