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201 hedge funds and large institutions have $2.33B invested in Kadant in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 75 increasing their positions, 57 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more call options, than puts

Call options by funds: $1.19M | Put options by funds: $496K

110% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 10

32% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 57

22% more capital invested

Capital invested by funds: $1.91B → $2.33B (+$419M)

6% more funds holding

Funds holding: 190201 (+11)

0.14% more ownership

Funds ownership: 95.65%95.8% (+0.14%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
201
Holders Change
+11
Holders Change %
+5.79%
% of All Funds
3.2%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
21
Increased
75
Reduced
57
Closed
10
Calls
$1.19M
Puts
$496K
Net Calls
+$693K
Net Calls Change
-$178K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$13.8M -$40.8K -201 -0.3%
CRC
27
Curi RMB Capital
Illinois
$13.5M +$135K +666 +1%
SEI Investments
28
SEI Investments
Pennsylvania
$13.2M +$1.99M +9,785 +18%
CS
29
Credit Suisse
Switzerland
$13.2M -$878K -4,326 -6%
ZCM
30
Ziegler Capital Management
Illinois
$12.7M -$275K -1,353 -2%
ACH
31
ArrowMark Colorado Holdings
Colorado
$11.9M -$122K -602 -1%
JP Morgan Chase
32
JP Morgan Chase
New York
$11.8M +$516K +2,542 +5%
UBS Group
33
UBS Group
Switzerland
$11.6M +$928K +4,574 +9%
Legal & General Group
34
Legal & General Group
United Kingdom
$11.5M +$376K +1,854 +3%
DDC
35
DF Dent & Co
Maryland
$10.9M +$1M +4,944 +10%
HI
36
Handelsinvest Investeringsforvaltning
Denmark
$10.4M +$1.62M +8,000 +19%
EAM
37
Erste Asset Management
Austria
$9.76M
BCIM
38
British Columbia Investment Management
British Columbia, Canada
$9.55M -$2.74M -13,502 -23%
ProShare Advisors
39
ProShare Advisors
Maryland
$9.14M -$1.02M -5,032 -10%
Morgan Stanley
40
Morgan Stanley
New York
$8.16M +$1.81M +8,902 +29%
DekaBank Deutsche Girozentrale
41
DekaBank Deutsche Girozentrale
Germany
$8.08M +$4.06M +20,000 +100%
Invesco
42
Invesco
Georgia
$8.03M +$2.17M +10,707 +38%
RJA
43
Raymond James & Associates
Florida
$7.81M -$468K -2,306 -6%
EIP
44
Epoch Investment Partners
New York
$7.63M +$5.2M +25,594 +233%
EAM
45
Eagle Asset Management
Florida
$7.46M +$64.1K +316 +0.9%
Grantham, Mayo, Van Otterloo & Co (GMO)
46
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$7.39M +$3.58M +17,618 +99%
PAMS
47
Pictet Asset Management (Switzerland)
Switzerland
$7.05M +$939K +4,626 +16%
PCMI
48
Paradigm Capital Management Inc
New York
$7.01M
MPIA
49
Mountain Pacific Investment Advisers
Idaho
$6.94M +$3.04M +15,000 +82%
N
50
Nuveen
North Carolina
$6.41M -$158K -777 -2%

KAI Hedge Fund Activity: Q1 2023 in Review

201 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Kadant (KAI) for Q1 2023, worth a combined $2.33B — up 22% from $1.91B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new KAI positions and 10 closed out — a net gain of 11 holders — while 75 added to existing stakes and 57 trimmed.

The largest buyer was Aberdeen Group, opening a new position worth an estimated $17.9M. The largest seller was Capital International Investors, cutting an estimated $17.3M.

  • 201 institutional investors held Kadant (KAI) as of Q1 2023, up from 190 in Q4 2022.
  • Funds reported $2.33B of Kadant stock for Q1 2023, up 22% quarter-over-quarter.
  • 21 funds opened new Kadant positions in Q1 2023 and 10 closed out, a net change of +11 holders.
  • The largest Kadant buyer in Q1 2023 was Aberdeen Group, an estimated $17.9M added.
  • The largest Kadant seller in Q1 2023 was Capital International Investors, an estimated $17.3M sold.

Based on aggregated 13F filings for Q1 2023.